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Branch Manager Best Practices

Tuesday, January 23rd, 2018

10:00 am - 11:30 am CT

Length: 1 hr 30 minutes                    Sponsored by Crerdit Union Webinars

Click Here to register $195.00

Click Here to register and receive CD recording $295.00

Excellence at the branch!

How do you excel at leading while fulfilling your responsibilities as a branch manager? It’s a challenge, and this program is aimed at helping you meet it!

Often referred to as the Pygmalion effect, the way managers treat their associates is subtly influenced by what they expect of them. What should you expect? How do you treat them?

When expectations are high and accompanied by expert guidance, motivation, accountability, and training the branch will perform accordingly. Come learn how to build a team that works together for the common good. Hear how to coach and motivate your team to be committed to success.

Action-Packed and Solution-Focused!

Branch locations are some of your most important distribution channels. The smooth and consistent operation of your branch is critical to maintaining and attracting business. Increasing competition dictates that you must be member-driven while providing superior service that promotes loyalty, and, at the same time selling the member on expanding the relationship.

Now as if that’s not enough -- you must learn to manage increased demand with as few staff people as possible. Boost your expertise and your enthusiasm in this full speed ahead, highly motivating webinar by one of the country’s leading presenters.

Topics Will Include:

  • Lead the way through coaching
  • Collaborate on a performance plan
  • Motivation – who needs some?
  • Member service that sizzles
  • Conducting difficult conversations
  • What to do with the underperformer
  • Managing your time, teaching them to manage theirs
  • What is your plan to manage an exceptional branch?
  • Executing the plan
  • Managing resistance

Where do I find the time to coach with my staff?

The same place you find time to attend required meetings, go out and make sales calls and reserve time for an occasional dental appointment. You will have to make it happen. Not easy but the most worthwhile discipline you can acquire. Go for first thing in the morning. Dedicate four days a month that you set aside X amount of time first thing - maybe 7:45 AM to 9 AM those four days a month are coaching time. Make it a priority and it will happen. Do for three months and see how it works for you.

I have never had a Branch Business Plan, is it a complicated effort, how do I create one?

This program will provide you the template and the how to. You will find you can be much more productive and focused with targets and a plan. It will become your roadmap to growing and managing your branch successfully. It’s not complicated, but it is an in-depth look at where you are now, where you want to be and what strategies you want to put in place to get your there. Much like a budget, you will want to look at it at least every month to monitor progress.

Who Should Attend?

Branch managers, assistant branch managers and those that train and/or lead them.

Faculty

Honey Shelton and Karen Wiehoff

Honey Shelton brings the best of both worlds to her speaking and training engagements. She has 25 years of experience as a training and quality improvement consultant for banks and banking associations across the country. Her banking background includes spending three years as Executive Vice President/Chief Retail Banking Officer with First Victoria National Bank.

Nationally recognized as an outstanding speaker, over a half million bankers have participated in programs Honey has presented. Her depth of knowledge, enthusiasm, and compelling personality has left her lasting mark on InterAction Training, the firm she founded in 1983.

As a graduate of the School of Bank Marketing from the University of Colorado, she realizes the value of quality education. Honey invests time as a faculty member for banking schools around the country. She is a repeat presenter for most of the state banking associations.

Honey continues in her own personal pursuit of excellence and is a member of the American Society of Training and Development (ASTD). Currently she is pursuing a self study program on Six Sigma. She has obtained certification in Reality Therapy from the William Glasser Institute as well as certification from the Training and Development Program at Texas A & M.

Karen Wiehoff has over 30 years of executive management experience. Her career has afforded her in-depth expertise in such areas as leadership, consulting, relationship management, human resources, marketing, and regulatory and compliance initiatives. Before she joined InterAction Training, Karen was the Senior Engagement Manager for a national consulting firm where she partnered and consulted with organizations through strategic planning, change management, and process improvement initiatives.

Karen’s background includes working with diverse individuals and groups in a wide variety of business and community venues. She enjoys public speaking, group facilitation, coaching, training, and team building while managing multiple projects and events. In addition, Karen has served on the board of directors of community and civic organizations, and participated in philanthropic fundraising.

Karen is certified by the University of Phoenix in Human Resources Management. She graduated with a Bachelor of Science in Business Management and a Minor in Human Resources Management from the University of Phoenix, Houston, Texas. She has earned a Master of Business Management from the University of Phoenix, Houston, Texas.

Karen loves spending time with family, traveling, photography, and the sport of running; and combining all of these whenever possible.