Education & Events

IBA Center for Banking Excellence, Springfield, or Live-Streamed
April 29-30 and June 3-4 - 9:00 a.m. - 4:00 p.m. CT

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 evolving technology. This four-part, interactive series is designed to provide a complete overview of management and leadership principles for retail banking managers serving in all roles of retail banking to meet the changing demands for retail banking leaders to develop and strengthen their aptitude for the retail banking environment.

Audience Retail Banking Managers at all levels of experience, as well as any banker who is being prepared for a future retail management role. Branch Managers, Customer Service Managers, Sales and Service Managers, Retail/Branch Operations Managers, Assistant Branch Managers, Head Tellers/Universal Bankers, Human Resource Managers, as well as Senior Retail Managers seeking new frameworks and tools for developing their teams.

Benefits

• Interact, network, and learn from the experience with 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!

Essentials of Leading a High-Performing Team

• 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 and Executing 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

Building, Engaging, and Developing the Team

• 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

Serving with Excellence and Growing the Bank

• How Today’s Customer Experience is Changing
• Building Client Loyalty in a High-Tech Age
• Leading a Culture Committed to Service and Growth
• Holding Productive Team Meetings
• Growing the Bank through “WOW!” Service
• Deepening and Expanding Client Relationships
• Building Community and Networking for Results
• Successful Networking and Business Development Strategies

Raising the Bar for Sustainable Growth

• Overcoming Obstacles in Plan Execution
• Streamlining Retail Operations, Compliance, and More
• Success and Time Management Strategies for the Overcommitted Banker
• Building Support Across the Bank
• Handling Conflict and Increasing Your Emotional Quotient
• Leading Through Planned and Unplanned Change
• Navigating the Team Through Crisis
• Business and Development Planning: Putting Learning to Action

Facilitator
Josh Collins 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. He enjoys equipping and encouraging bankers to grow their personal skill sets and build strong teams and cultures to maximize results for themselves and the banks they serve. Josh is a graduate of The University of Georgia and is SHRM-CP certified.

Fee Per Person
IBA Members $995
Nonmember $1,665

Hotel Information
Courtyard - Springfield
Hotel: 217-793-5300
IBA Rate: 20% off the available rate