Branch Management for
New Leaders

This series of courses provides the new branch leader / professional with a solid foundation how to manage a branch office by reviewing banking essentials, sales management, people management and basic business management competencies. Participants will gain knowledges that require expertise in topics such as branch operations, customer service, staff supervision and development.

MODULE 1
Manage the Position
• Your Leadership Style
• Your Management Style
• Leading vs. Managing

Lead the Branch Team
• Company Culture
• HR/Personnel
• Interviewing /Hiring/Onboarding
• Performance Management
• Incentive/Reward Program
• Sales Management

MODULE 2
Lead the Client Experience
• Create / Reinforce the Culture
• Client Satisfaction
• Client Surveys

Lead the Operations (Processes & Compliance)
• Retail Branch Operations
• Internal Controls
• BSA / AML
• Operations Manual

MODULE 3
Manage the Branch Numbers
• Branch Score Card
• Income Statement
• Balance Sheet Lead the Market
• Market Segmentation
• Business Prospecting
• Industry Research / Prospecting
• Quality Referrals

MODULE 4
• Putting it all together
• Reinforcement