Retail Banking Leadership Series: Building a High-Performing Retail Team


Hybrid Event  
Tuesday, February 07, 2023 - Tuesday, September 26, 2023   iCalendar Central Standard Time

Hybrid | IBA Center for Banking Excellence, Springfield, or Live-Streamed via Zoom
February 7, April 4, August 8, and September 26 - 9:00 a.m. - 4:00 p.m.

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. So, we continue to update and revise this series to meet your changing demands as a retail banking leader. Whether you are an aspiring retail leader, are brand new to a management role, or have been in a bank or other management role for many years, you can expect to develop your aptitude as follows by fully engaging in this course series:

  • Create and execute an effective business plan
  • Lead with a 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 between your career and personal life
  • Identify and mitigate risks in managing people and resources
  • Build your emotional intelligence to manage conflict better
  • 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 and loans while generating more referrals
  • Serve clients with excellence and consistency
  • Proactively develop business with confidence
  • Ensure a culture of compliance
  • Business Planning: Putting Learning to Action
  • And more . . .

Session I: Essential Elements of the High-Performing Team
This session focuses on uncovering and building the key performance management disciplines of leading a high-performing retail banking 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 a Branch Business Plan
  • Building a High Performing Culture
  • Leading a Team that Cares
  • Defining the Performance Management Process
  • Performance Management Tools for the New Workforce

Session II: Leading, Developing, and Engaging the Team
This session focuses on motivating and developing the Retail Banking team. Managers learn proven ways to engage team members and challenge them to exceptional performance.

  • The Branch Business Plan and Best Practices
  • 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
  • Coaching for Impact, Connection, and Results
  • Key Needs and Motivation of Today's Workforce
  • Motivating the Generations

Session III: Serving with Excellence and Growing the Retail Branch
This session focuses on the retail leader’s role as a sales and service leader. Bankers learn networking and business development best practices, how to plan, motivate and challenge the team to provide exceptional service and meet the individual, the team consistently, and bank goals.

  • 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

Session IV: Raising the Bar for Sustainable Growth
This final session focuses on maximizing results with minimal effort. Bankers learn new methods for building connections and partnerships with leaders, team members, and stakeholders across the organization. Participants will also learn to streamline operations to improve efficiency, accuracy, and reliability.

  • Business Planning: Creating a Pathway for Sustainable Growth
  • Leading through Planned and Unplanned Change
  • Navigating the Team through Crisis
  • Creating Connections and Building Support Across the Bank
  • Developing Emotional Intelligence: Handling Conflict and Personalities
  • Streamlining Retail Operations: Lending, Compliance, Security, Project Management, Customer Care, and More
  • Success Strategies for the Overcommitted Retail Banker
  • Cementing the New Culture: Executing Your Business Plan

Facilitator
Christie Drexler has over 26 years of experience in the financial industry, serving community and regional banks. Her experience has been expansive to include successfully navigating retail, operations, treasury services, and commercial banking careers. She has served as Chief Retail Officer, Chief Credit Officer, and Market/Division President. Christie is a passionate facilitator and coach with a focus on developing competent, caring, and impactful leaders in all roles of banking.

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

Hybrid Event  

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