Branch Manager Bootcamp Virtual

4 Part Virtual series 12 p.m. - 3 p.m. ET. once a month. Delivery platform is password protected Zoom, plan to join us via your laptop. You will receive a link to join the events the afternoon prior to each scheduled session.

Branch Manager Bootcamp as a four-part E-Classroom Seminar Series! We will be utilizing Zoom. Each Zoom meeting is a private, invitation-only meeting that is password protected. Each of you will receive a login to register and participate in the training. Each attendee will need a computer, as you will be participating individually and in group discussions. With Zoom, we are able to combine a live presentation, screen views, chat and open questions with pod activities. You will be moved into a group pod room, where you will interact with your peers, answer questions and formulate your recommendations to the group, just like an in-person seminar.

After registering, attendees will receive a confirmation email where they can sign up with Zoom and receive their hook up information. All attendees will receive their workbooks via email.


All seminars run from 12 p.m. - 3 p.m.EDT. The instructor will be presenting in front of a slideshow, as if training in front of a classroom. Cost is $250 per seminar or $800 for the series.

What does your branch have that alternate branch channels like mobile banking don’t? The branch has you and your people. As the number of branch transactions continues to fall, community financial institutions must reassess the role of the branch manager. Financial institutions must invest in the manager, giving him or her the right people, tools, client goals, and sales goals, and step back and watch the results change into a dynamic source of profitability.

This exciting, four-part series will focus on the next generation manager who will be leading the transition to client relationship management, and to managing an active advisory environment for the client to achieve financial goals. The next gen manager will be leading this vital transformation.

The program will focus on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals set for him or her. Participants will engage in discussions and small group activities to ensure that ideas are shared and learning is entertaining and adopted.

Who Should Attend

New and experienced Branch Managers, Assistant Branch Managers, Teller Supervisors, Lead Frontline Professionals, and any professional aspiring to lead the team in a retail branch.

September 19, 2023: Managing a Successful Branch

Branch Manager Part 1 focuses on the foundation skills of a Branch Manager. Managers learn the key elements of managing a successful branch • selecting the team, staffing and scheduling, procedures, and building the team.

Participant Key Skill Transfers to Take Away:

1. Learning to create an energetic and productive workplace.

2. Learning to manage the branch team and integrate technology to drive additional business.

3. Driving business development even when the branch traffic is slow.

Program Agenda

  • The Winning Branch Manager
  • Branch Staffing Model - Layers are Collapsing
  • How Technology is Revolutionizing Our Business
  • Vision Review - Our Role as Dream Builders
  • The Basic Principles of Leadership
  • Defining the Performance Management Process
  • Understanding Your Management and Leadership Style
  • Coaching, Counseling, and Disciplining
  • Scheduling and Staffing in Today’s Work Environment
  • The Bored Board Concept - “Go To” List for Slow Times
  • Orientation - The First 90 Days
  • Creating a Fun Work Atmosphere
  • Challenges We Face With Younger Employees
  • Challenges with Employees Stuck in Their Ways
  • Generational Approach to Communicating
  • Challenges & Opportunities
  • Complete an Action Plan for Skills Transfer back to the Job

October 24, 2023: Leading Service Excellence

Branch Manager Part 2 focuses on: “The Manager’s Role in Building and Leading an Effective Service and Sales Organization.” Managers will learn to plan and direct the team toward an effective business development effort.

Participant Key Skill Transfers to Take Away:

1. Developing leadership skills to grow the branch.

2. Mastering an understanding of a leading a vibrant service and sales process in a branch environment.

3. Learning to train the branch team in key listening, referring, and selling skills to improve growth.

Program Agenda

  • Review Action Plan Successes from Day 1
  • Vision Review - Hear the Dream; Pick the Product
  • Red Carpet Exercise - Create a Memorable Experience
  • Rhythms & Routines at the Branch: The following meetings take less than 1 hour per week to facilitate, and they positively impact the other 39 hours to increase business development activities by all team members:
  • Introduction to Dream Building (Helping clients by listening)
  • Weekly Sales Meetings (What dreams did we find last week? How did we change a life?)
  • AM and PM Huddles (Driving energy at the beginning and end of each day)
  • Mid-Week Clinics (Brief gatherings with a learning topic facilitated by subject matter experts)
  • Mini Lesson: Listening for Opportunities - Learn how to get the branch staff to listen and refer so we help our clients save money, make money, save time, & find convenience and security.
  • Service and Sales Leadership - Identifying the challenges to expect when driving a service and sales culture at the branch
  • Discuss Challenges & Opportunities
  • Complete an Action Plan for Skills Transfer back to the Job

November 14, 2023: Business Development

Branch Manager Part 3 focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs.

Participant Key Skill Transfers to Take Away:

1. Mastering pre-sales call planning.

2. Learning to call on the right (most profitable) clients and prospects.

3. Building relationships with productive referral sources.

Program Agenda

  • Introductory Discussion: Our Role in Growing the Branch
  • Review Action Plan Successes from Day 2
  • Our Past Calling Successes & Challenges
  • The Value Proposition
  • Getting Out of the Office
  • Call Planning on Our Most Profitable Clients
  • Gaining the Appointment
  • Planning for a Quality In-Person Appointment
  • Determining Lead Officers and Call (Individual or Joint) Strategy
  • Plan What to Bring on the Call
  • Plan Bridging and Introductory Comments
  • The Initial Meeting
  • Listening and Communicating How You Can Help
  • Making a Recommendation and Asking for the Business
  • Earning Referrals
  • Call Follow-Up
  • Expand Your Notes to Capture the Call
  • Calendar Follow Up Activities
  • Assess the Call
  • Discussing an Upcoming Client Call
  • Discussing Challenges & Opportunities
  • Complete an Action Plan for Skills Transfer back to the Job
  • TOOLKIT (forms for use back on the job)

December 12, 2023: Managing Superior Team Performance

Branch Manager Part 4 focuses on maintaining superior performance. Managers learn to evaluate individual performance, and build performance standards that blend with the company's mission and vision.

Participant Key Skill Transfers to Take Away:

1. Winning motivational strategies.

2. Learning best practices in employee development, performance improvement, and employee recognition.

Program Agenda

  • Review Action Plan Successes from Day 3
  • Conducting Performance Appraisals
  • Discuss the Formal Appraisal Process at Your Company
  • Look at the Steps in Conducting a Performance Appraisal
  • Review a Sample Performance Appraisal Written by Branch Managers
  • What to Do When Things Go Awry
  • Managing Difficult Situations During a Review
  • Managing Conflict
  • Structured Intervention
  • Rebalancing the Culture
  • Delegating to Build Your Team
  • Mentoring the Team
  • Performance & Development
  • Recognition and Reward - Non-Monetary and Monetary
  • Understanding the Challenges Facing the Financial Work Force of Today
  • Program Summary
  • Complete a Final Action Plan to Grow the Branch


9/19/2023 - 12/12/2023
Virtual Event You Will Receive A Link To Join the Events
Sign in or create an account to register
My registration status: Not registered

About the Speaker(s)

There are no records.

Sign In

Add Meeting for

Date Not Specified

Not specified

Education Alliance Cancellation Policy
Substitutions are always welcome and encouraged. All cancellations and substitutions request must be submitted in writing prior to the event.

KBA Seminar Registrations can cancel 30 days prior to the event date and receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event.

KBA Schools Applicants can withdraw from a KBA School 10 days prior to the 1st day of the school for a refund minus a $150 cancellation fee. There is no refund if an applicant withdraws after the deadline or if applicant fails to attend the school, with the exception of extenuating circumstances. Due to commitments and expenses we cannot reverse, such as: handouts, food, beverages, room rentals, speaker fees, etc.; even extenuating circumstances will require partial refunds because of these expenses.