The Branch Management and Retail Banking Leadership Series

More than ever before, today’s retail banking leadership team is faced with a multitude of challenges and opportunities. Successful banks have branch leadership who are focused on motivating and engaging the team, building and increasing loyal customer relationships, mitigating risks through compliance and regulatory adherence, and accomplishing retail banking goals. In essence, the branch manager is the business manager. On-going education, training, and networking are essential in developing successful retail banking leadership in today’s ever-changing environment.

The benefits of this series process include:
• An investment in developing best practices for your bank’s branch network.
• An educational resource for training and career development.
• A foundation builder for banking schools.
• A commitment to successful, profitable, efficient and effective branches.

Key Elements of the Series
• Develop and implement retail banking business plan
• Discover individual leadership and leadership styles
• Ensure regulatory, compliance, operational efficiencies
• Mitigate risks
• Grow retail banking in 2021
• Explore proven sales, service, and relationship building skills and tools
• Motivate and boost employee and team success
• Manage challenging situations with team members and customers
• Strengthen communication and day-to-day effectiveness
• Increase “bench strength” in the retail banking offices
• Determine critical branch “best practices”

Target Audience
Retail managers, branch managers, assistant managers, head tellers, branch manager candidates and anyone responsible for the direction, supervision, and development of a retail branch.

Series facilitated by Performance Solutions, Inc.
The Branch Management and Retail Banking Leadership Series is presented by Performance Solutions, Inc., (PSI). PSI is a training and consulting company that specializes in providing solutions to the key challenges facing banks today in attracting and building profitable relationships with their customers. Its training programs are designed to “close the gap” between the banks’ needs and employees’ skills. A philosophy of experiential learning and participant involvement
in training led to the development of the company’s “TELL-SHOW-DO” training method that is skill-based rather than theory. PSI’s training programs are described as energized, fast-paced, interactive, and results-focused.

Branch Management and Retail Banking Leadership Certification Overview
Tennessee Bankers Association is proud to offer the Branch Management and Retail Banking Leadership Certification program.

The benefits of this certification process include:
• An investment in developing “best practices” for your bank’s branch network.
• An educational resource for training and career development.
• Recognition and opportunities for branch managers by completing these sessions.
• A foundation builder for banking schools.
• A commitment to successful, profitable, efficient and effective branches.

What is the process for Certification?
This is a comprehensive training program with two key components:
Completion of all four workshops in the Branch Management and Retail Banking Leadership Series and successful completion of assignments after each of the four workshops. Persons attending all four programs and turning in all four homework assignments will earn the Tennessee Bankers Association Branch Management and Retail Banking Leadership Series certification.

Session 4, October 26, 2021: Raising the Bar for Sustainable Growth
Branch Management and Retail Banking Leadership Series IV focuses on maintaining superior performance. Managers learn new methods for communicating and raising the bar through the performance leadership process, team building, and leadership abilities. We explore how to keep a team motivated and focused on achieving organizational goals. The agenda includes:
• Pre-Assignment: Review of the Self-Assessment
• Creating a Pathway for Sustainable Growth
• Conducting Performance Reviews – The Good, the Bad, and the Ugly
• Communicating Upwards
• Problem Solving and Change Leadership
• Dealing with Personalities, Conflicts, and Challenges
• Getting the Best from Team – Accountability Skills
• Expanding the Leadership Challenge
• “And the Places We Will Go”
• Retail Banking “Best Practices”

Previous Session Dates
Session 1: March 23, 2021 (Virtual only)
Session 2: June 10, 2021
Session 3: August 19, 2021

Session Schedule
8:30 a.m. Registration
9:00 a.m. Program begins
Noon Lunch
1:00 p.m. Program begins
4:00 p.m. Adjourn

Continuing Education Credit
In-person attendees qualify for 6.5 hours of Continuing Professional Education (CPE) credit in the area of Specialized Knowledge and MUST be sure to sign in and out on the CPE attendance tracking sheet in order to receive credit.