Branch Manager Bootcamp Virtual Series
If you are not a KBA member, please contact Jamie Hampton at jhampton@kybanks.com for the possibility of attending at a non-member rate.
Online registrations are followed up with an email confirmation. Once an online registration is started you must click proceed to check-out and then click submit to finalize the registration. Registrants can view events they are registered for by using the MyKBA link on https://www.kybanks.com.
Program is via Zoom, you will receive the link information the afternoon before the program and again the morning of the program.
What does your branch have that alternate branch channels and non-bank competitors don’t? The branch has you and your people. As the number of branch transactions continues to fall, community banks must reassess the role of the branch manager. Companies must invest in the manager, giving him or her the right people, tools, client goals and sales goals, and then 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 fi nancial 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 small group breakouts called PODs where they work with branch managers from across the country! They will learn national best practices and expand their network!
January 30, 2025: Managing a Successful Branch
Participant key skill transfers and takeaways:
1. Learning to create an energetic and productive workplace.
2. Leaning 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:
- Branch Staffing Model - Layers are Collapsing
- How Technology is Revolutionizing Our Business
- Vision Review - Our Role as Dream Builders
- Defining the Performance Management Process
- Coaching, Counseling and Disciplining
- Scheduling and Staffing in Today's work Environment
- The Bored Board Concept - "Go To" List for Slow Times
- Creating a Fun Work Atmosphere
- Generational Approach to Communicating
- Challenges & Opportunities
- Complete an Action Plan for Skills Transfer back to the Job
February 27, 2025: Leading Service Excellence
Participant key skill transfers and takeaways:
1. Developing leadership skills to grow the branch.
2. Mastering an understanding of 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 Past Session
- Vision Review - Hear the Dream; Pick the Product
- Red Carpet Exercise - Create a Memorable Experience
- Rhythms & Routines at the Branch
- 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)
- 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
- 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 and find convenience and security.
March 20, 2025: Business Development
Participant key skill and transfers and takeaways:
1. Mastering pre-call planning.
2. Learning to call virtually or in-person 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 Past Session
- Our Past Calling Successes & Challenges
- Call Planning on Our Most Profitable Clients
- Gaining the Virtual or In-Person Appointment
- Planning for a Quality Encounter
- Determining Lead Officers and Call (Individual or Joint) Strategy
- Plan What to Have With You During 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
April 24, 2025: Maintaining Superior Team Performance
Participant key skill transfers and takeaways:
1. Winning motivational strategies.
2. Learning best practices in employee development, performance improvement and employee recognition.
Program agenda:
- Review Action Plan Success from Past Session
- 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
- 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
Online registrations are followed up with an email confirmation. Once an online registration is started you must click proceed to check-out and then click submit to finalize the registration. Registrants can view events they are registered for by using the MyKBA link on https://www.kybanks.com.