Education & Events

May 12-13, June 9-10, 2026 - 9:00 a.m. to 4:00 p.m. CT
IBA Center for Banking Excellence, Springfield or Live Streamed

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

Who Should Attend
All Retail Banking Managers at all levels of experience, as well as any banker not currently in a leadership position but who aspires to future management roles. Candidates for this training include 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 who are seeking new frameworks and tools for developing their teams.

Series Benefits

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

Attendee Expectations

• Attend all sessions
• Actively participate in all activities and exercises
• Complete all post-session assignments

Session I: Essentials of Leading a High-Performing Team
The session lays out foundational management and leadership principles that separate great leaders from ordinary managers.

• 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
• Building a High-Performing Culture
• Effective Communication Strategies
• Performance Management Tools for the New Workforce
• Craft a Winning Business Plan
• Business and Development Planning: Putting Learning to Action

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.

• Hiring, Promoting, and Retaining “the Best”
• Master Effective Interviewing
• Getting the Right Person in the Right Seat
• Boost 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

Session III: Serving with Excellence and Growing the Bank
The session focuses on the Retail Leader’s role in building client loyalty and growing the bank.

• How Today’s Customer Experience is Changing
• Foster Loyalty in a Digital World
• Leading a Culture Committed to Service and Growth
• Run Impactful Team Meetings
• Growing the Bank through “WOW!” Service
• Deepening and Expanding Client Relationships
• Successful Networking and Business Development Strategies
• Business and Development Planning:  Putting Learning to Action

Session IV: Raising the Bar for Sustainable Growth
This session provides strategies for increasing the Retail Leader’s operational and leadership effectiveness.

• Overcoming Obstacles in Plan Execution
• Optimize Operations, Compliance, and More
• Success and Time Management Strategies for the Overcommitted Banker
• Building Support Across the Bank
• Navigate Conflict with Confidence
• Leading Through Planned and Unplanned Change
• Navigating the Team Through Crisis
• Business and Development Planning: Putting Learning to Action

Facilitator
Josh Collins has been creating content and facilitating courses as part of the Drexler Consulting team for the past two years.  He has twelve years of direct 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, build strong teams, and create cultures that maximize results for themselves and the banks they serve.

Full Series Per Person Fee
IBA Member $995
Nonmember $1665