Branch Manager Bootcamp – Spring 2025
The Spring Series 2025 virtual bootcamp sessions happen once per month.
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 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 then 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!
Branch Manager Bootcamp – Spring 2025
| Pricing For | Price |
|---|---|
| CBA Bank Member & Bank Non-Member | $800 for full 4-Part Bootcamp |
All sessions are three hours and run from 9:00 am to 12:00 pm Pacific Time.
Register Here for the full 4-Part Branch Manager Bootcamp
1) Managing a Successful Branch
Tuesday, January 14 | 9:00 am – 12:00 pm Pacific Time
- Learn to create an energetic and productive workplace environment.
- Learn to manage the branch team and integrate technology to drive additional business.
- Drive business development even when the branch traffic is slow.
2) Leading Service Excellence
Tuesday, February 11 | 9:00 am – 12:00 pm Pacific Time
- Develop leadership skills to grow the branch.
- Master an understanding of leading a vibrant service and sales process in a branch environment.
- Learn to train the branch team in key listening, referring and selling skills to improve growth.
3) Business Development
Tuesday, March 11 | 9:00 am – 12:00 pm Pacific Time
- Master pre-call planning.
- Learn to call virtually or in-person on the right (most profitable) clients and prospects.
- Build relationships with productive referral sources.
4) Maintaining Superior Team Performance
Tuesday, April 8 | 9:00 am – 12:00 pm Pacific Time
- Winning motivational strategies.
- Learn best practices in employee development, performance improvement, and employee recognition.
This four-session program is designed for new and experienced:
- Branch Managers
- Assistant Branch Managers
- Teller Supervisors
- Lead Frontline Professionals
- Any professional aspiring to lead the team in a retail branch
Each attendee will receive a login to register and participate in the training sessions.
Each attendee will also need a computer, to participate individually, in group discussions, and in small group breakouts.
Jennie Mitchell
Owner & CEO
Focused Results
Jennie Mitchell is Owner and CEO of Focused Results, a sales and marketing strategy, consulting, and training firm concentrating on results-driven process consulting and training experience in community banks and other financial institutions. An expert in designing and implementing sales efforts and processes, she designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.
Jennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, she was Director of Sales and Marketing for a $3 billion bank holding company, Sales Manager for a high-performing mid-level Indianapolis bank, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant, Jennie consults with numerous financial service organizations on revenue, sales, sales leadership, and organizational performance.
Please email the team at:
registrations@calbankers.com