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Branch Manager Boot Camp Series

Jan 24 8:00 AM - Dec 19, 2024 11:00 AM
Jan 24, 2024 8:00 AM - 11:00 AM
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This exciting, four-part series focuses on the next generation manager who will be leading the vital transformation to client relationship management and an active advisory environment for the member to achieve financial goals.  

The program focuses on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals. Participants will engage in small group breakouts called PODs where you’ll work with branch managers from across the country to learn national best practices and expand your network! 

Additional information/brochure >>


Branch Manager Bootcamp Series

Choose one of these four-part series ...

*Note: the next training date has been changed from June 19 to June 20 with respect to Juneteenth being a federal holiday.

 1. January 24 

 2. February 14   

 3. March 13

 4. April 17

 1. February 1   

 2. February 29 

 3. March 21

 4. April 25

 1. May 22 

 2. June 20 date change

 3. July 17

 4. August 21   

 1. September 18

 2. October 23

 3. November 13

 4. December 11  

 1. September 26 

 2. October 31

 3. November 21

 4. December 19


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 additional business. 
  3. Driving business development even when the branch traffic is slow. 

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

4.  Maintaining Superior Team Performance 


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.

Additional Info


Event Type



$800 (4 part series)