2024 Retail Banking Leadership 1 & 2

2024 Retail Banking Leadership 1 & 2 

Retail Banking Leadership is a four-part, interactive, learning series designed to provide a complete overview of management and leadership principles for Retail Managers serving in all roles of the retail banking line of business for the bank. 


INSTRUCTORS: 
Christie Drexler
Drexler Consulting


Josh Collins
Drexler Consulting 

 

Retail Banking Leadership Series

In association with Performance Solutions, Inc., Drexler Consulting, LLC is excited to again present one of our legacy programs, Retail Banking Leadership Series (formerly known as the Branch Management Series), updated for 2024.  

Retail Banking Leadership is a four-part, interactive, learning series designed to provide a complete overview of management and leadership principles for Retail Managers serving in all roles of the retail banking line of business for the bank.

Benefits of the Series: 

• Interact, network, and learn from the experience other retail bankers  

• Create and execute an effective retail business plan

• Implement a plan for your continued growth and development that is aligned with your manager’s and bank’s goals

• Effectively communicate vision, purpose, strategies, and consequences for your team

• Define and implement a culture of success

• Understand how to relate to others more effectively

• Build quality relationships and get important tasks done

• Effectively address underperformers

• Hire, promote, and retain the best

• Build client loyalty and grow the bank

• Streamline compliance requirements and retail operations

• Better address conflict with others and manage stress

• And much more!

 
To receive certification, attendees are required to:

• Attend all sessions

• Actively participate in all activities and exercises

• Complete four post-session assignments

2024 Retail Banking Leadership Series 
Session I: Essentials of Leading a High Performing Team

The session lays out foundational management and leadership principles.

The agenda includes:

• Where Am I Today?  Self-Assessment of Current Skills and Talents

• The Challenge of Leadership in Today’s Retail Banking Environment

• Leading with Vision, Purpose, and Values

• Developing Your Business Plan

• Building a High Performing Culture

• Effective Communication Strategies

• Performance Management Tools for the New Workforce

• Business and Development Planning:  Putting Learning to Action

 
2024 Retail Banking Leadership Series
Session II: Building, Engaging, and Developing the Team

This session focuses on hiring, motivating, and developing the retail banking team.  Managers learn proven ways to engage team members and challenge them to exceptional performance.

The agenda includes:

• Hiring, Promoting, and Retaining “the Best”

• Effective Interviewing:  The Legalities and Best Practices

• Getting the Right Person in the Right Seat

• Creating Team Member Engagement

• Key Needs and Motivations of Today’s Workforce

• Coaching for Impact, Connection, and Results

• Business and Development Planning:  Putting Learning to Action
  
  

ABOUT THE INSTRUCTORS:
Christie Drexler is the Owner of Drexler Consulting, LLC, a financial services consulting and training business focused on developing purpose-driven, competent, servant leaders in all roles of banking.  In association with Performance Solutions, Inc. and Dianne Barton, Christie has offered training and consulting services through Drexler Consulting, LLC, for the past three years.

Christie has twenty-six years of direct experience in the financial services industry, working for both community and large regional banks.   Her experience has been expansive to include successfully navigating retail and commercial banking careers.  She has served as Division President, Market President, Chief Credit Officer, Chief Retail Officer, and Regional Sales & Service Manager. Christie has a B.S. in Finance from Berry College and an MBA from Georgia College and State University. She is a passionate facilitator and coach who strives to live the values and leadership strategies she teaches in her training programs.

We are excited this year to also welcome Josh Collins to our team.  Josh has twelve years of banking experience serving in various leadership roles in retail banking, human resources, and talent development.  Josh’s background includes developing and facilitating banking, customer service, and leadership and culture development training programs.  Josh is a graduate of The University of Georgia and is SHRM-CP certified.  Josh enjoys equipping and encouraging bankers to grow their personal skillsets and build strong teams and cultures to maximize results for themselves and the banks they serve.