Banks rely on their branch networks. According to a recent TowerGroup study, the branch remains the center of customer interactions, given that 92% of all US households have used a bank branch within the last 30 days.
Banks rely on their branch staff to distinguish their organizations from the competition, yet nearly half of all customers said it wouldn’t take much incentive to persuade them to move their business elsewhere, despite an average loyalty of ten years. With so much riding on branch performance, the Alabama Bankers Association offers this new certification program, consisting of a series of seminars, designed to improve the skills of branch managers.
This four-part series is packed full of time-tested techniques that can transform bank branches into winning operations. Each presentation is geared toward branch managers, branch supervisors and human resource personnel responsible for branch training.
Invest In Your Future
Each one of the four workshops will help branch managers recognize the special challenges of their jobs and encourage them to develop and practice sound management techniques. Attendees will learn how to identify the critical measures of branch performance and will learn ways to influence their staff in a positive manner. Make plans to attend this four part seminar.
Value of the Certification
Each part of this program is designed to stand alone, and branch personnel who attend all four sessions will be awarded a Branch Manager Certification. This certification recognizes an employee’s commitment to improving their knowledge and rewards outstanding performance.
By allowing your branch managers to become certified, you are investing in your branches’ future.
Certification is beneficial to banks and their personnel because it ensures employees meet certain educational and performance based standards.
It permits employees to assume greater responsibilities in developing their own careers, which increase advancement opportunities.
Overview of Workshops
Workshop I – March 25, 2008 – ABA Training Room, Montgomery
The art of being a boss
Challenges new branch managers face
Keys to becoming a success as a branch manager
Principle of the slight edge: how to make you and your branch extraordinary
Applying four proven leadership styles to your branch situations
Debunking common myths about motivation
Workshop II – June 17, 2008 – ABA Training Room, Montgomery
Molding your branch staff into a cohesive team
Five steps to building “self-managing teams”
Managing time: how to be more organized and efficient
How to multiply your effectiveness through delegation
Tips and techniques to making effective outside calls
The laws of selling/helping
How to overcome call reluctance
Sources for attaining important information regarding current & potential customers
Creating realistic sales goals
Checklist: what is in your sales presentation kit?
Case studies: sales situations with team & group discussions
Workshop III – July 29, 2008 – ABA Training Room, Montgomery
The ideal employee: how to recruit and retain the best employees
Analyzing, understanding, & managing personality types via the DISC system
How to handle “problem” employees: responsibility & accountability tools
Growing the branch: increasing leads and referrals by staff members
Why is our bank asking us to sell
The many benefits to you and your bank of cross selling
Review of key retail products & services
Ten tips for helping customers
Professional way to present suggestions
Making buying east
Cross selling check list: do’s & don’ts
Option banking: creative ways to ask for the business
Putting ideas into action – role playing situation exercises
How to handle the “busy” customers who resist suggestions
Workshop IV – October 2, 2008 - ABA Training Room, Montgomery
Creating your branch managers goals/objectives for the year
Managing change at your branch location
Successfully handling the factors of stress at your branch
Trends in job sharing & flex time in the banking industry
Tips & techniques on how to handle “difficult” customers/situations
What impact is cyberspace banking having on branch banking
How to make proposals to upper management: techniques that work
Who Should Attend
This program has been designed for branch managers, branch supervisors, and assistant managers.
Speaker
Roger Morin understands the challenges branch personnel face. His experience comes from being a former international banker, community bank human resource director, operations manager and line supervisor. As President of Martindale & Associates, Roger is currently a consultant and educational trainer for financial institutions and other businesses. He also teaches at the prestigious Keller Graduate School’s MBA program where he earned the title “Outstanding Faculty Instructor.”
Registration
ABA Members are $195 per person per day and Non-Members are $390 per person per day. Registration fees include instruction, materials, refreshments and lunch.
Cancellation
Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If date of cancellation is less than ten days prior to the meeting, a $50 processing fee will be retained. No refunds will be given for cancellations made the day of the program. Substitutions are welcome.
More Information
Dress for the seminar is business casual. To ensure your comfort, please bring a jacket or sweater. If you need additional information, the ABA office, 334-834-1890 or 800-239-5521.
