Branch Manager Bootcamp: Managing a Successful Branch (5/21 or 5/22)

Objective: Branch Manager Bootcamp: Managing a Successful Branch 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. Key Skill Transfers/Takeaways: Learning to create an energetic and productive workplace. Learning to manage the branch team […]

Branch Manager Bootcamp: Leading Service Excellence (6/18 or 6/26)

Objective: This session focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs. Key Skill Transfers/Takeaways: Mastering pre-call planning. Learning to call virtually or in-person on the right (most profitable) clients and prospects. Building relationships […]

Branch Manager Bootcamp: Business Development (7/16 or 7/24)

Objective: This session focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs. Key Skill Transfers/Takeaways: Mastering pre-call planning. Learning to call virtually or in-person on the right (most profitable) clients and prospects. Building relationships […]

Branch Manager Bootcamp: Maintaining Superior Team Performance (8/20 or 8/28)

Objective: This session focuses on the manager’s role in building and leading an effective service and sales organization. Managers will learn to plan and direct the team toward an effective business development effort.. Managers learn to evaluate individual performance and build performance standards that blend with the company’s mission and vision. Key Skill Transfers/Takeaways: Plan […]