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2023 Retail Banking Leadership Q3

2023 Retail Banking Leadership Q3

Serving with Excellence and Growing the Retail Branch - Macon

Tuesday, August 29, 2023
9:00 AM - 4:00 PM (EDT)

Event Details

In today’s competitive environment, banks must continuously improve and adapt to meet the needs of a changing workforce, new generations of clients, and rapidly and ever-evolving technology. So, we also continue to update and revise this Branch/Retail Leadership Series to meet the changing demands you face as a Retail Banking leader.

Whether you are an aspiring retail leader, are brand new to a management role, or you have been in a bank or other management role for many years, you can expect to develop your aptitude as follows by fully engaging this course series:
  • Create and execute an effective business plan
  • Lead with clear vision, mission, and values
  • Give your team members the attention they need and get your tasks done
  • Understand how to relate to others more effectively
  • Find a better balance with your career and personal life
  • Identify and mitigate risks in managing people and resources
  • Build your emotional intelligence to better manage conflict
  • Hire, promote, and retain “the best” talent
  • Effectively address underperformers
  • Build a caring team culture
  • Make work fun and rewarding and focused and accountable
  • Motivate all generations of team members
  • Grow deposits, loans, and generate more referrals
  • Serve clients with excellence and consistency
  • Proactively develop business with confidence
  • Ensure a culture of compliance
  • And more . . .
This session focuses on the Retail Leader’s role as Sales and Service Leader. Bankers learn networking and business development best practices and how to plan, motivate, and challenge the team to consistently provide exceptional service and meet individual, team, and bank goals. The agenda includes:
  • The Branch Business Plan and Best Practices
  • How Today’s Customer Experience is Changing
  • Leading a Sales and Service Culture
  • Communicating with Impact
  • Holding Productive Team Meetings
  • Providing Service that Sells
  • Creating Customer Loyalty in a New World
  • Making Business Development Calls with Confidence
  • Networking for Results
  • Business Planning: Putting Learning to Action

For More Information:

Becky Soto
Becky Soto
Assistant Vice President Community Bankers Association of Georgia (770)541-4490