S OUTHEASTER N SCHOOL BANKING BRANCH MANAGEMENT THE. Session I: April 4 Session II: May 16 Session III: September 7 Session IV: November 15

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1 THE S OUTHEASTER N SCHOOL of BANKING BRANCH MANAGEMENT Session I: April 4 Session II: May 16 Session III: September 7 Session IV: November 15 TBA Barrett Training Center Nashville, Tenn.

2 THE S OUTHEASTER N SCHOOL of BANKING BRANCH MANAGEMENT PROGRAM OVERVIEW The Tennessee Bankers Association is proud to offer for the first time The Southeastern Banking Branch Management School. More than ever before, today s branch management team is faced with a multitude of challenges and opportunities. Successful banks have branch leaders who must be focused on motivating and engaging the team, building and increasing loyal customer relationships, mitigating risks through compliance and regulatory adherence, and accomplishing retail banking goals. In essence, the branch manager is the business manager. Ongoing education, training, and networking are vital to developing successful branches in today s banks. The Southeastern School of Banking Branch Management is four-workshop sessions that take place throughout the year. This school is designed to focus on the critical success elements of managing and leading a performance-focused sales and service team. Each workshop is designed and packaged full of checklists, job aids, case studies, examples, and real-world situations. The school provides the branch manager and the branch management team with current, proven solutions to managing a successful branch in today s ever-evolving banking environment. KEY ELEMENTS OF THE SERIES Develop and implement retail banking business plan Discover individual leadership and management styles Ensure regulatory compliance and operational adherence Mitigate risks Grow the retail banking branch Explore proven sales, service, and relationship building skills and tools Motivate and boost employee and team success Manage challenging situations with team members and customers Strengthen communication and day-to-day effectiveness Increase bench strength in the branch Determine critical branch best practices

3 INSTRUCTOR Dianne Barton is the founder and president of Performance Solutions, Inc., a training and consulting company that specializes in providing solutions to the key challenges facing community banks today in attracting, selling, and servicing their customers. As a former banker, her service, which includes a broad scope strategic planning, leadership and management development, regulatory and compliance implementations, retail growth strategies, and sales and service culture development Barton is recognized as real-world solutions by both regional banks and community banks. Barton s training programs are designed to close the gap between the bank s needs and employees skills. A philosophy of experiential learning and participant involvement in training led to the development of her tell-show-do training method that is skill based rather than theory based. The training limits lecture discussions to a maximum of 7-9 minutes, relying on an active hands-on approach by the participants. DELIVERY METHOD, PROGRAM LEVEL, TARGET AUDIENCE These live, comprehensive overview sessions of the program are for all levels of branch management, from beginning to advanced. They are designed for retail managers, branch managers, assistant managers, branch manager candidates, and anyone responsible for the direction and development of a retail branch. Those attending this program will receive invaluable information and insight as well as resources to assist them in the everyday, ongoing processes of branch management. BRANCH MANAGEMENT CERTIFICATE OVERVIEW This is a comprehensive training program that focuses on three key components, and individual program participants will receive the 2017 Tennessee Bankers Association The Southeastern School of Banking Branch Management Certificate by: 1. Completing all four workshops of the 2017 The Southeastern School of Banking Branch Management. 2. Successfully completing assignments after each of the four workshops. 3. Attending at least one additional Tennessee Bankers Association full-day or multi-day program. The benefits of this certificate process include: An investment in developing best practices for your bank s branch network. An educational resource for training and career development. Recognition and opportunities for branch managers by completing these sessions. A foundation builder for banking schools. A commitment to successful, profitable, efficient, and effective branches.

4 2017 QUARTERLY SESSIONS Session I, April 4 New Year - New Start: Key Components for a Successful Year Session I focuses on exploring the key components of a successful retail bank branch. Participants will leave with valuable tools and a game plan for Where am I today? Self-assessment of current skills and talents Leadership challenge for today s branch management team Unleashing your leadership abilities Communication tools for today s branch manager Understanding and leading today s team of different generations Implementing the 3 C s to excellence plus one more Coaching the team to engagement Getting the right person in the right seat recruiting a winning team Employee on-boarding first 90 days Discovering learning styles Defining the performance management process for 2017 Developing performance expectations for the team Top 10 Human Resource must knows for today s retail managers Session II, May 16 Leading, Developing, and Engaging the Team Session II concentrates on building the branch team. Managers learn proven ways to get team members engaged and challenges teams to exceptional performance. An engaged employee is one who is fully involved in, and enthusiastic about their work, and therefore will act in a way that furthers their bank s interests. Update of lessons learned skill development Critical skills for today s retail bankers Balancing today s deposit regulatory requirements Security and robbery prevention for the retail banking team Influencing for change Problem solving and change management Creating employee engagement What is it and why do it? Avoiding common problems Identifying and assessing the engagement drivers in the retail branch Finding more time time management skills Avoiding Doing It All Yourself getting the team on board Meetings new alternatives to meetings

5 Session III, September 7 Growing the Retail Branch Session III focuses on the branch manager s role as sales and service leader. Managers learn to plan, motivate, and challenge the team to consistently offer exceptional service and meet the branch s goals. The Retail Branch Performance Chart Monitoring and tracking tools while rewarding results Developing sales and service standards How today s customer experience is changing Maximizing your bank s competitive value edge Growing the retail branch from within: Selling is helping the customer No more product pushing Customer on-boarding Maximizing customer relationships bankers in action Networking dos and don ts Retail banking business development Key tools for protecting key customers Key tools for calling on prospective customers Session IV, November 15 Raising the Bar for Sustainable Growth Session IV focuses on maintaining superior performance. Managers learn new methods for communicating and raising the bar through managing, team building, and leadership abilities. We explore how to keep a team motivated and working toward achieving organizational goals. Creating a pathway for sustainable growth Conducting performance reviews the good, the bad, and the ugly Dealing with personalities, conflicts, and challenges Generating solutions to retail branch challenges and problems Getting the best from teams accountability skills The 10 percent difference Ten steps to building a winning team Mentoring and creating leaders Expanding the leadership challenge Energizing and de-stressing methods, ideas, and tools Celebrating performance: rewards and recognition Review of the self-assessment And the Places We Will Go

6 THE S OUTHEASTER N SCHOOL of BANKING BRANCH MANAGEMENT DATES AND LOCATION Session I: April 4 Session II: May 16 Session III: September 7 Session IV: November 15 TBA Barrett Training Center 211 Athens Way, Ste 100 Nashville, TN or PROGRAM FEES Fee covers instruction; instruction materials; refreshment breaks, and lunch for each session. Please register early. Day-of-program registrations will not be accepted. No written confirmation of seminar registration will be sent from the TBA. Participation in TBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates. GENERAL INFORMATION Visit TNBankers.org/education/events for information on hotels, attire, special needs, cancellation policy, inclement weather policy, continuing education credit information, photo policy, and antitrust policy. CONTINUING EDUCATION CREDIT Attendees qualify for 6.5 hours of Continuing Professional Education (CPE) credit in the area of Specialized Knowledge for each session. This program has not been pre-approved for ICB CE credits. For more information on ICB credits, go to for further instructions. TBA CONTACT: Debbie Brickles, IOM Senior Vice President/Director of Training & Development dbrickles@tnbankers.org or SESSION SCHEDULE 8:30 a.m. Registration 9:00 a.m. Program begins Noon Lunch 1:00 p.m. Program begins 4:00 p.m. Adjourn TBA Members / Associate Members Nonmembers Early Registration $1,100 $2,200 Early registration deadline is March 21. Registration $1,150 $2,250

7 THE SOUTHEASTERN SCHOOL OF BANKING BRANCH MANAGEMENT Session I: April 4 Session II: May 16 Session III: September 7 Session IV: November 15 TBA Barrett Training Center, Nashville Please print or type. List name and badge nickname for each attendee. LAST 4 DIGITS MUST BE INCLUDED Only for educational tracking purposes 1. Name Nickname SS# Title 2. Name Nickname SS# Title Contact Company Address City State Zip Phone Fax TBA Members / Associate Members Nonmembers Early Registration $1,100 $2,200 Early registration deadline is March 21. Registration $1,150 $2,250 TOTAL: $ Please make check payable to Tennessee Bankers Association. Method of payment: q VISA q MasterCard q Check Ck# Card # Exp Date Name as appears on card (please print) Mail form and payment to: Tennessee Bankers Association Attn: Monique Jenkins 211 Athens Way, Ste 100 Nashville, TN or Fax Card billing address City State Zip Signature 4 WAYS TO REGISTER! 1. Register online at 2. Scan this form and it to mjenkins@tnbankers.org 3. Mail this form to the address on the left 4. Fax this form to