Education & Events

May 7-8 and June 11-12 - 9:00 a.m. - 4:00 p.m. CT | IBA Center for Banking Excellence, Springfield, or Live-Streamed

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. The Retail Banking Leadership Series meets the changing demands for retail banking leaders to develop and strengthen their aptitude for the retail banking environment. View Program Flyer

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.

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 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 New Age
• Leading a Culture Committed to Service and Growth
• Holding Productive Team Meetings
• Providing “WOW!” Service
• Deepening and Expanding Client Relationships
• Building Community and Networking for Results
• Business and Develop Planning:  Putting Learning to Action

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

Facilitators Christie Drexler, Owner, Drexler Consulting, LLC (An Independent Affiliate of Performance Solutions, Inc.) and Josh Collins, Consultant, Drexler Consulting, LLC

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

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