The branch system still is the key to meeting member needs and delivering services. People choose to work with your credit union because of you and the atmosphere that your team projects within the branch.
Today’s branch manager is faced with many challenges and opportunities. This series will focus on the critical elements of managing and leading a focused service team. Each session is designed either as a series or as a stand-alone, with real-life examples and a proven “toolkit” to help manage a successful branch.
Here’s a look at some of the highlights and exercises at this year’s workshop:
Session I: Managing a Successful Branch - Wednesday, October 9, 2013
This session focuses on the foundation skills of a Branch Manager. Managers learn the key elements of managing a successful branch – selecting the team, staffing and scheduling, procedures, and building the team.
- The Winning Branch Manager
- Building a Winning Team
- Orientation — the first 90 days
- Scheduling and Staffing Today’s Work Environment
- Key Positions, Key Procedures
- “Branch Best Practices”
Session II: Leading Service Excellence - Wednesday, October 9, 2013
This session focuses on: “The Manager’s Role in Building and Leading an Effective Service Organization.” Managers will learn to plan and direct the team toward an effective service excellence effort. The participants will learn about:
- Developing and Leading Service Excellence
- Conducting Effective Service Meetings
- Maximizing Member Relationships
- Making Business Development Calls
- Key Tools for Calling on Current Members
- Key Tools for Calling on Prospective Members
- Tracking and Rewarding Results
- “Branch Best Practices”
Session III: Developing a Winning Team - Wednesday, October 23, 2013
This session focuses on building a winning branch team. Managers learn proven ways to motivate and challenge their teams to exceptional performance. We build on Coaching Skills by assessing individual leadership and management styles as well as team building techniques. The participants will learn about:
- Understanding Your Management and Leadership Style
- Defining the Performance Management Process for the Branch
- Generational Approach to Motivation and Managing
- Coaching, Counseling, and Disciplining
- Delegation to Build Your Team
- “Branch Best Practices”
Session IV: Maintaining Superior Team Performance - Wednesday, October 23, 2013
This session focuses on maintaining superior performance. Managers learn to evaluate individual performance, build performance standards that blend with the credit union’s mission and vision. We will explore how to keep a team motivated and focused on achieving organizational goals. The participants will learn:
- Conducting Performance Appraisal
- Keys for a Successful Review
- When Things Go Awry
- Managing Difficult Situations during a Review
- Running Effective Team Meetings
- Mentoring the Team
- Performance and Development
- Managing Conflict and Challenging Situations
- Recognition and Reward - Non-Monetary with Monetary
- Understanding the Challenges Facing the Financial Work Force of Today
Note: This seminar is a 4-part series. Each series is separate and does not require that you attend a previous session in order to understand the material.
Email your name, title, credit union and email address to firstname.lastname@example.org and indicate which sessions you are interested in attending.
- Sessions I & II - $175 includes lunch
- Session I only - $100 does not include lunch
- Session II only - $100 does not include lunch
- Session III & IV - $175 includes lunch
- Session III only - $100 does not include lunch
- Session IV only - $100 does not include lunch
- All 4 Sessions – both days - $350 includes lunch both days
Registration deadline is Monday, September 30, 2013.
Jennie Sobecki is the Senior Partner of Focused Results, LLC. Ms. Sobecki has over 20 years of results-driven process consulting, sales management and training experience in financial services. An expert in designing and implementing sales efforts and processes, Ms. Sobecki designs solutions to drive top line growth through better utilization of existing sales forces in credit unions, insurers and other financial institutions.
An entertaining and charismatic speaker and consultant, Ms. Sobecki consults with numerous financial service organizations to enhance revenue, sales, sales leadership and organizational performance. Her processes routinely generate three-fold increases in vital sales activity and double-digit increases in deposit and loan volume.
AGENDA (all times shown are local time)
8:30 – 9 a.m. Registration and refreshments
9 a.m. – Noon Seminar begins: Session I – Oct. 9
Session III – Oct. 23
Noon – 1 p.m. Group luncheon
12:30 – 1 p.m. Registration
1 – 4 p.m. Seminar begins: Session II – Oct. 9
Session IV – Oct. 23
4 p.m. Adjourn
REGISTRATIONS CANCELLED LESS THAN FIVE WORKING DAYS BEFORE THE SESSION DATE WILL BE SUBJECT TO A 50 PERCENT CANCELLATION FEE.
IF YOU HAVE A DISABILITY REQUIRING SPECIAL SERVICES, CONTACT KIM SETTLES AT (800) 285-5300, EXT. 5341, OR (317) 594-5341 PRIOR TO THE SESSION.
Please share this information as appropriate in your credit union. If there are others at your credit union who would like to be added to the list to receive information about the League's upcoming education sessions, please reply to this email