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Branch Management and Retail Banking Leadership SeriesWorkshop 1: June 17, 2020Workshop 2: August 12, 2020Workshop 3: September 29, 2020Workshop 4: November 12, 2020
TBA Barrett Training CenterNashville, Tenn.
The Branch Management and Retail Banking Leadership Series focuses on the critical success elements of managing and leading a performance focused sales and service team. Com-prised of four sessions scheduled throughout the year, each workshop is packaged full of checklists, job aids, case studies, examples, and “real world” situations. The series provides a branch manager and the branch management team with current, proven solutions to managing a successful branch today.
Key Elements of the Series• Develop and implement retail banking business plan• Discover individual leadership and management styles• Ensure regulatory compliance and operational adherence• Mitigate risks• Grow the retail banking branch• Explore proven sales, service, and relationship building skills and tools• Motivate and boost employee and team success• Manage challenging situations with team members and customers• Strengthen communication and day-to-day effectiveness• Increase “bench strength” in the branch• Determine critical branch “best practices”
Branch Management and Retail Banking Leadership Certification OverviewTennessee Bankers Association is proud to offer the Branch Management and Retail Banking Leadership Certification program.
The benefits of this certification process include:• An investment in developing “best practices” for your bank’s branch network.• An educational resource for training and career development.• Recognition and opportunities for branch managers by completing these sessions.• A foundation builder for banking schools.• A commitment to successful, profitable, efficient and effective branches.
What is the process for Certification?This is a comprehensive training program with two key components:Completion of all four workshops in the Branch Management and Retail Banking Lead-ership Series and successful completion of assignments after each of the four workshops. Persons attending all four programs and turning in all four homework assignments will earn the Tennessee Bankers Association Branch Management and Retail Banking Leadership Series certification.
Series facilitated by Performance Solutions, Inc.The Branch Management and Retail Banking Leadership Series is presented by Performance Solutions, Inc., a training and consulting company that specializes in providing solutions to the key challenges facing community banks today in attracting, selling, and servicing their customers.
Performance Solutions, Inc. (PSI) training programs are designed to “close the gap” be-tween the bank’s needs and employees’ skills. The Branch Management and Retail Banking Leadership Series was originally introduced in 1983 and is continually revised and updated to meet the challenges and changes the banking industry experiences.
Trina McCoy, senior consultant and facilitator, started her career with a regional bank in 1999 as an in-store branch manager and later managed a traditional branch. As a bank corporate trainer, she facilitated numerous programs and was known for her engaging, audience-focused approach to training and development. McCoy also served as a regional manager and city president where she assisted with the opening of more than 30 branches and was responsible for managing, training and operational duties.
Dianne Barton is the founder and president of Performance Solutions, Inc., a training and consulting company that specializes in providing solutions to the key challenges facing community banks today in attracting, selling, and servicing their customers. As a former banker, her service, which includes a broad scope including strategic planning, leadership and management development, regulatory and compliance implementations, retail growth strategies, and sales and service culture development, is recognized as real world solutions by both regional banks and community banks.
McCoy
Barton
Target AudienceRetail managers, branch managers, assistant managers, head tellers, branch manager candidates and anyone responsible for the direction, supervision, and development of a retail branch.
Workshop 1, June 17, 2020New Year - New Start: Key Components for a Successful YearWorkshop 1 explores the key components of a successful retail banking branch/center. Participants will leave with valuable tools and a “game plan” for 2020.
The agenda includes:• Where am I today—self-assessment of current skills and talents• The leadership challenge for today’s retail banking team
–Unleashing your leadership abilities• Communication tools for today’s branch leaders• Understanding and leading today’s team of different generations• Implementing the 3 C’s to excellence—plus one more
–Coaching the team to engagement• Getting the right person in the right seat—recruiting a winning team
–Employee onboarding: the first 90 days–Discovering learning styles
• Defining the performance management process for 2020–Developing performance expectations for the team
• Top 10 human resource “must knows” for today’s retail management• Retail banking best practices and action planning
Workshop 2, August 12, 2020Developing and Engaging the Retail Banking TeamWorkshop 2 focuses on building the retail banking team. Attendees learn proven ways to get team members engaged and challenging teams to exceptional performance. An “engaged employee” is one who is fully involved in and enthusiastic about their work and therefore will act in a way that furthers their bank’s interests.
The agenda includes:• Update of lessons learned—skill development• Critical skills for today’s retail bankers• Balancing today’s deposit regulatory requirements• Security and robbery prevention for the retail banking team • Problem solving• Creating employee engagement
–What is it and why do it?–Avoiding common problems with performance challenges–Identifying and assessing the engagement drivers in the retail branch
• Meetings—new alternatives to meetings• Retail banking best practices and action planning
2020 Workshops
Workshop 3, September 29, 2020Growing the Retail BranchWorkshop 3 focuses on the retail management’s role as sales and service leaders. Attendees learn to plan, motivate, and challenge the team to consistently provide exceptional service and meet the branch’s goals.
The agenda includes:• The retail branch performance chart• Monitoring and tracking tools while rewarding results• Developing sales and service standards• How today’s customer experience is changing• Maximizing your bank’s competitive value edge• Growing the retail branch from within:
–Customer onboarding–Maximizing customer relationships—bankers in action
• Maximizing universal banking• Networking do’s and don’ts• Overview of retail banking business development
–Key tools for protecting key customers–Key tools for calling on prospective customers
• Retail banking best practices and action planning
Workshop 4, November 12, 2020Raising the Bar for Sustainable GrowthWorkshop 4 examines how to maintain superior performance. Participants learn new methods for communicating and raising the bar through the performance management process, team building, and leadership abilities. We explore how to keep a team motivated and focused on achieving organizational goals.
The agenda includes:• Creating a pathway for sustainable growth• Conducting performance reviews—the good, the bad, and the ugly• Dealing with personalities, conflicts, and challenges• Generating solutions to retail branch challenges and problems• Leaders as change agents• Mentoring and creating leaders• Influencing and problem solving for change• Celebrating performance: rewards and recognition• Review of the self-assessment—“and the places we will go”• Retail banking best practices and action planning
Program FeesFee covers instruction, instruction materials; refreshment breaks, and lunch for each session. Please register early. Day-of-program registrations will not be accepted.
No written confirmation of seminar registration will be sent from the TBA.
Participation in TBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates.
General InformationVisit TNBankers.org/education/events for information on hotels, attire, special needs, cancellation policy, inclement weather policy, continuing education credit information, photo policy, and antitrust policy.
TBA Contact:Sheena FrechDirector of [email protected] or 615-244-4871
Dates and LocationSession 1: June 17, 2020Session 2: August 12, 2020Session 3: September 29, 2020Session 4: November 12, 2020
TBA Barrett Training Center211 Athens Way, Ste 100Nashville, TN 37228-1381615-244-4871 or 800-964-5525
Continuing Education CreditFor each session, attendees qualify for 6.5 hours of Continuing Professional Education (CPE) credit in the area of Specialized Knowledge.
This program has not been pre-approved for continuing education (CE) credit by ABA Professional Certifications. Attendees who require CE credits should go to https://www.aba.com/Training/Certifications/Pages/CEProviders.aspx for further instructions.
TBA Members / Associate Members Nonmembers
Early Registration $1,100 $2,200
Early registration deadline is June 3, 2020.
Registration $1,150 $2,250
Session Schedule8:30 a.m. Registration9:00 a.m. Program beginsNoon Lunch1:00 p.m. Program begins4:00 p.m. Adjourn
Branch Management and Retail Banking Leadership Series
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www.TNBankers.org
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