Menu Toggle Search

Branch Manager Boot Camp Series

Jan 25 8:00 AM - Aug 31, 2023 11:00 AM
Jan 25, 2023 8:00 AM - 11:00 AM
Add event to: ICal Outlook Google Calendar

Want to grow your total assets in excess of 20% year-over-year? Wish to grow your deposit base by more than 20%? Then consider an investment in training your Branch Managers in our Branch Manager Bootcamp!

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 and credit unions 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 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 financial 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!


Elizabeth Bickel, VP, Retail Operations Manager | Leader, Digital Capabilities Team I did Jennie's Branch Manager Bootcamp several years ago now. And looking back - It's amazing how that helped me develop and grow. Jennie has such a fabulous positive personality - and she sprinkles that positive fairy dust everywhere she goes. Following her game plan and putting a little bit more structure to my life, really made a difference for me and made me fall in love with my job again. #graditude#superfan

Check out this Branch Manager Boot Camp Series video...


Branch Manager Bootcamp Series

Choose one of these four-part series ...

 1. January 25 

 2. February 15   

 3. March 15

 4. April 19

 1. February 2   

 2. March 2

 3. March 23

 4. April 27

 1. May 24 

 2. June 21 

 3. July 19

 4. August 23   

 1. May 25

 2. June 29

 3. July 27

 4. August 31  


1.  Managing a Successful Branch


Branch Manager Part 1 focuses on the foundation skills of a Branch Manager. Managers learn the key elements of managing a successful branch – selecting the team, staffing and scheduling, procedures, and building the team.

Participant Key Skill Transfers to Take Away: 

  1. Learning to create an energetic and productive workplace.
  2. Learning to manage the branch team and integrate technology to drive

2.  Leading Service Excellence


Branch Manager Part 2 focuses on: “The Manager’s Role in Building and Leading an Effective Service and Sales Organization.” Managers will learn to plan and direct the team toward an effective business development effort.

Participant Key Skill Transfers to Take Away: 

  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.

3.  Business Development 


Branch Manager Part 3 focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs.

Participant Key Skill Transfers to Take Away: 

  1. Mastering pre call planning.
  2. 2. Learning to call virtually or in-person on the right (most profitable) clients and prospects.
  3. Building relationships with productive referral sources.  

4.  Business Development 


Branch Manager Part 4 focuses on maintaining superior performance. Managers learn to evaluate individual performance and build performance standards that blend with the company’s mission and vision.

Participant Key Skill Transfers to Take Away:

  1. Winning motivational strategies.
  2. Learning best practices in employee development, performance improvement, and employee recognition.




$800 (4 part series)

Additional Info

Event Type


Topics Covered

  • Human Resources
  • Leadership
  • Member Service
  • Operations
  • Live Webinars
  • Executive Management