Branch Manager Series

Transcription

1 2011 Branch Manager Series NEW SERIES AND PRESENTER February 23 Session 1 April 13 Session 2 August 30 Session 3 November 1 Session 4 TBA Barrett Training Center Nashville

2 Branch Manager Series Seminar OVerview Bank branches are the hub for most of your customer business. You want to keep your customers happy and maintain their loyalty. Today s branch manager, the one who can set the stage for the success of their branch, is faced with more challenges and opportunities than ever before. Your branch managers can be the catalyst for keeping your customers happy, satisfied, and coming back to your bank for their financial needs. Have you created an effective plan for your branch management team? This new series of workshops concentrates on the critical success elements of managing and leading a successful sales and service oriented team. Each of the four sessions is designed as stand-alone in content with a specific focus. These workshops will be packaged full of checklists, job aids, case studies, examples, and real-world situations which provide current proven solutions for managing a successful branch. Series Overview 4 workshop session dates (may be completed as a series or as stand-alone sessions) Those who attend all sessions of the series will obtain a certificate of completion. The series will serve as: 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 The Southeastern School of Banking SM A commitment to successful, profitable, efficient, and effective branches PROGRAm Instructor Dianne Barton is the founder and president of Performance Solutions, Inc. Her expertise in customer service, leadership, and sales & service culture development is recognized as leading edge by both national and community banks. Barton s program is designed to close the gap between the bank s needs and employees skills. A philosophy of experiential learning and participant involvement in training led to the development of her tell-show-do training method that is skill-based rather than theory-based. She limits lecture discussions to a maximum of seven to nine minutes, relying on an active hands-on approach by the participants. Before starting Performance Solutions in 1983, Barton held senior positions with

3 the Internal Revenue Service, BankSouth Corporation, and John H. Harland Company, where she introduced the highly acclaimed Officer Call Program. Barton is a graduate of Georgia State University and is on the faculty of several banking schools. She is a member of the American Society of Training and Development and the National and State Speakers associations. KEY ELEMENTS OF THIS SERIES Leading the sales and service excellence efforts Developing sales and service standards and expectations Conducting effective sales meetings Using add-on and one-minute referrals to overcome team reluctance Maximizing customer relationships Making business development calls Key tools for calling on current customers Key tools for calling on prospective customers Mentoring the sales team Tracking and rewarding results Delivery method / program Level / Target Audience These live sessions are intermediate- to advanced-level. They are designed for retail managers, branch managers, assistant managers, branch manager candidates, and anyone responsible for the direction and development of a retail branch. These sessions can be completed as a series or as stand alone sessions. CONTINUING EDUCATION CREDIT Attendants qualify for 6.5 hours per session of Continuing Professional Education (CPE) credit in the area of Specialized Knowledge and Application. No advanced preparation required for this program. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. For more information regarding administrative policies or complaints, please contact our offices at 615/ Tennessee Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, Web site: Submitted for 6.5 hours per session of credit from the Institute of Certified Bankers; area to be determined. Please make application directly with ICB. For additional continuing education credit information, call the TBA education department at 800/ or 615/

4 KEY TOPICS - for each of the 4 sessions SESSION I - FEBRUARY 23rd The Branch Manager as Leader Session I focuses on developing the manager as the leader of the team. Managers learn the different techniques needed to motivate the team. Barton explores the process of using the three Cs to help the manager focus on leading not bossing. The roles and responsibilities of a branch manager Ensuring security, compliance, and regulatory adherence Recruiting a winning team Orientation the first 90 days Motivating today s employees (boomers and generation Xers) Molding your branch staff into a cohesive team Using effective delegation to build team The three Cs to developing employees SESSION II APRIL 13th Leading Sales and Service Excellence Session II focuses on the manager s role in building and leading an effective sales and service organization. Managers learn to plan and direct the team toward an effective sales and service excellence effort. The participants will learn: Leading the sales and service excellence efforts Developing sales and service standards and expectations Conducting effective sales meetings Using add-on and one-minute selling to overcome team reluctance Making business development calls Mentoring the sales team Tracking and rewarding results SESSION III AUGUST 30th Developing a Winning Team Session III focuses on building the branch team. Managers learn proven ways to motivate and challenge their teams to exceptional performance. Barton builds on coaching skills by assessing individual leadership and management styles as well as team-building techniques. The participants will learn: Relationship management Team building skills Mentoring and coaching Understanding your management and leadership style Using effective delegation to build team Developing performance expectations The manager as coach and leader

5 SESSION IV NOVEMBER 1st Maintaining Superior Team Performance Session IV focuses on maintaining superior performance. Managers learn to evaluate individual performance and build performance standards that blend with corporate strategic objectives. Barton explores how to keep a team motivated and focused on achieving organizational goals. The participants will learn: Defining the performance management process for the branch Conducting performance appraisal Setting SMART goals Exploring the top 10 tips for motivating employees and keeping them motivated Communicating effectively Conducting effective team meetings Blending recognition and reward Understanding the challenges facing the financial work force of today PROGRAM FEES Members / Associate Members Nonmembers Early Registration - single session $205 $410 Early Registration - all 4 sessions $800 $1,600 Early registration deadline is February 16. Registration - single session $230 $435 Registration - all 4 sessions $825 $1,625 At-the-Door - single session $255 $460 At-the-Door - all 4 sessions $850 $1,650 Fee covers instruction, reference manual, refreshment breaks, and lunch for each session. Please register early. At-the-door registrants will be assessed an additional $25 late registration fee. 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. To register online go to

6 DATES AND LOCATIONS February 23 Session 1 April 13 Session 2 August 30 Session 3 November 1 Session 4 TBA Barrett Training Center, Nashville 211 Athens Way 800/ or 615/ The meeting location is a designated nonsmoking facility and property HOTEL INFORMATION The TBA has not blocked rooms for this program. For those who need overnight accommodations, the Millennium Maxwell House Hotel offers a Tennessee Bankers Association preferred corporate rate of $99 per night. Club level rooms also are reduced by $20 to a rate of $159/single $169/double. These are spaceavailable rates. Call 615/ to reserve accommodations and remember to ask for the TBA corporate rate. SCHEDULE - for each of the 4 sessions 8:30 am Registration 9:00 am Program begins Noon Lunch 1:00 pm Program resumes 4:00 pm Program adjourns GENERAL INFORMATION Attire: Business casual attire is appropriate for all TBA programs. Because of temperature variations in meeting rooms, please bring a sweater or jacket for your comfort. Special Needs: If you have a disability that may affect your participation in this program, please send TBA a statement regarding any special needs at least 10 days before the program. We will contact you to discuss accommodations. Cancellation Policy: Cancellations received in the TBA office 7 business days prior to the scheduled program will be refunded in full. Due to commitments, cancellations received less than 7 business days prior to the scheduled program are not refundable. Substitutions are welcome. Registrants who do not attend the program or send a substitute will be responsible for the entire registration fee. Inclement Weather Policy: Cancellations due to inclement weather are refundable, minus a late cancellation fee of $25 for a one-day program and $40 for a two-day program. If you have questions concerning the status of a TBA program due to inclement weather, please call the TBA office at 615/ or 800/ , x150. The TBA number will provide information concerning program status, cancellation fee, and refund requests. You may call the site where the program is being held to check the status of the program in your area. The site phone number is listed in this brochure. For more information about this program, contact: Debbie Brickles - dbrickles@tnbankers.org Vice President and Director of Training and Development Tennessee Bankers Association 211 Athens Way, Ste 100 Nashville, TN / or 615/ or

7 2011 Branch Managers Series Register for all 4 Sessions February 23 - Session 1 April 13 - Session 2 August 30 - Session 3 November 1 - Session 4 Nashville, TBA Barrett Training Center Please print or type. To register online go to Must be included. For educational tracking only. Name SS# Name SS# Name SS# Name SS# Company Address City State Zip Contact Phone Members / Associate Members Nonmembers Early Registration - single session $205 $410 Early Registration - all 4 sessions $800 $1,600 Early registration deadline is February 16. Registration - single session $230 $435 Registration - all 4 sessions $825 $1,625 At-the-Door - single session $255 $460 At-the-Door - all 4 sessions $850 $1,650 TOTAL ENCLOSED $ Method of payment VISA MasterCard Check CK# (Make checks payable to Tennessee Bankers Association) Card # Exp Date Name as appears on card (please print) Card billing address City State Zip Signature of cardholder Return completed form and payment to: Tennessee Bankers Association ATTN: Monique Jenkins 211 Athens Way, Ste 100 Nashville, TN Phone: 615/ or 800/ Fax: 615/