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About the Program |
Who Should Attend |
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Invest in your branch managers and assistant branch managers with this dynamic, four-part Branch Manager Boot Camp designed to strengthen leadership skills, drive branch growth, and elevate team performance. With multiple scheduling options for this live virtual training, institutions can conveniently enroll managers on different days while maintaining branch coverage.
This interactive series focuses on developing well-rounded branch leaders who know how to grow their business by helping clients achieve their financial goals. Participants will gain practical tools, proven strategies, and confidence to lead high-performing teams and deliver exceptional customer experiences. Through small-group breakout sessions, participants will collaborate with peer branch managers from across the country, exchange insights, and learn national best practices while expanding their professional networks. Enroll in the full program or select individual sessions to meet your specific needs. Program TopicsManaging a Successful Branch
This session focuses on the core responsibilities of effective branch management, including operational oversight, goal setting, and risk awareness. Key Skills: Operational leadership, goal alignment, time management, risk and compliance awareness, decision-making. Agenda
Leading Service Excellence
Participants will explore how strong service leadership drives customer loyalty and branch growth by setting clear service standards and coaching consistent behaviors. Key Skills: Customer experience leadership, coaching and feedback, service standards implementation, problem resolution, accountability. Agenda
BONUS TOOLKIT: Mini Lesson: Listening for Opportunities – learn how to get the branch staff to listen and refer so we help our clients save money, make money, save time, & find convenience and security Business Development
This session provides branch managers with practical tools to grow relationships and expand business within their local markets. Key Skills: Relationship building, referral strategies, community engagement, needs-based conversations, sales leadership. Agenda
BONUS TOOLKIT: Customer Contact Management Form for immediate use back on the job. Maintaining Superior Team Performance
Focusing on people leadership, this session addresses how to build, motivate, and sustain high-performing teams over time. Key Skills: Employee development, performance management, motivation techniques, recognition strategies, team engagement. Agenda
Program DatesSummer Session Dates
Please Note: Students register for a series (Pacific, Eastern 1 or Eastern 2) and attend only on the session dates of their series. If a student cannot attend all dates in their series, arrangements can be made to attend a session from another series by contacting Jennifer Schubert at [email protected]. Individual session registration available. Pacific Series:
Eastern Series 1
Eastern Series 2
Fall Session Dates
Please Note: Students register for a series (Pacific, Eastern 1 or Eastern 2) and attend only on the session dates of their series. If a student cannot attend all dates in their series, arrangements can be made to attend a session from another series by contacting Jennifer Schubert at [email protected]. Individual session registration available. Pacific Series:
Eastern Series 1
About the Instructor
Jennie Mitchell is owner and CEO of Focused Results, a sales and marketing strategy, consulting, and training firm concentrating on results-driven process consulting and training experience in community financial institutions. A recognized expert in implementing sales strategy and processes, she designs practical solutions that drive top line growth through better utilization and training of existing sales forces, including sales management.
Jennie brings deep industry experience, having served as Prior to joining Focused Results, she was director of sales and marketing for a $3 billion bank holding company, sales manager for a high-performing community bank, and director of corporate training for a large Midwest insurance company. A graduate of Indiana State University, she also holds a certificate in consulting services from Ball State University, Known for her engaging style, Jennie works with financial service organizations nationwide to improve revenue, sales, sales leadership, and organizational performance. |
Branch Managers - New & Experienced
Assistant Branch Managers Teller Supervisors Lead Frontline Professionals Professionals Aspiring to Lead the Team in a Retail Branch RegistrationFull Series Registration $900 for OBA members (save $300 vs individual session price) Individual Session Registration: $300 for OBA members A non-member surcharge of 50% may be charged. Event Cancellation & Late FeeThe registration deadline is five days prior to a session and no refunds will be offered after the registration deadline; however, a substitute may attend. Registrations received after the deadline will be accommodated, if possible, but may incur a late fee up to 10% of the registration. Cancellation requests should be sent in writing to [email protected].
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