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DTSTART;TZID=America/New_York:20251210T000000
DTEND;TZID=America/New_York:20251218T235959
DTSTAMP:20260514T050317
CREATED:20250915T141641Z
LAST-MODIFIED:20250915T141659Z
UID:10000133-1765324800-1766102399@ncbankers.org
SUMMARY:Branch Manager Bootcamp: Maintaining Superior Team Performance (12/10 or 12/18)
DESCRIPTION:Objective:\nThis 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.\nKey Skill Transfers/Takeaways: \nPlan and direct the team toward an effective business development effort. \nProgram Agenda: \nVision Review\nRed Carpet Exercise\nRhythms & Routines at the Branch \nIntroduction to Sales\nWeekly Sales Meetings\nHuddles\nMid-Week Clinics \nMini Lesson: Listening for Opportunities\nSales Leadership\nDiscuss Challenges & Opportunities\nAction Plan for Skills Transfer \nAbout the Presenter:\nJennie 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 banks and other financial institutions. An expert in designing and implementing sales efforts and processes\, she designs solutions to drive top line growth through better utilization and training of existing sales forces\, including sales management.\nJennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. 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 mid-level Indianapolis bank\, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant\, Jennie consults with numerous financial service organizations on revenue\, sales\, sales leadership\, and organizational performance.
URL:https://ncbankers.org/event/branch-manager-bootcamp-maintaining-superior-team-performance-12-10-or-12-18/
CATEGORIES:Branch Managers
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251113T000000
DTEND;TZID=America/New_York:20251120T235959
DTSTAMP:20260514T050317
CREATED:20250915T141557Z
LAST-MODIFIED:20250915T141557Z
UID:10000132-1762992000-1763683199@ncbankers.org
SUMMARY:Branch Manager Bootcamp: Business Development (11/13 or 11/20)
DESCRIPTION: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.\nKey Skill Transfers/Takeaways: \nMastering pre-call planning.\nLearning to call virtually or in-person on the right (most profitable) clients and prospects.\nBuilding relationships with productive referral sources. \nProgram Agenda: \nIntroductory Discussion: Our Role in Growing the Branch\nOur Past Calling Successes & Challenges \nThe Value Proposition \nCall Planning on Our Most Profitable Clients\nGaining the Virtual or In-Person Appointment\nPlanning for a Quality Encounter \nDetermining Lead Officers and Call (Individual or Joint) Strategy\nPlan What to Have With You during the Call\nPlan Bridging and Introductory Comments \nThe Initial Meeting\nListening and Communicating How You Can Help\nMaking a Recommendation and Asking for the Business\nEarning Referrals\nCall Follow-Up\nExpand Your Notes to Capture the Call\nCalendar Follow Up Activities\nAssess the Call\nDiscussing an Upcoming Client Call\nDiscussing Challenges & Opportunities\nComplete an Action Plan for Skills Transfer back to the Job\nTOOLKIT: Forms for use back on the job \nAbout the Presenter:\nJennie 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 banks and other financial institutions. An expert in designing and implementing sales efforts and processes\, she designs solutions to drive top line growth through better utilization and training of existing sales forces\, including sales management. \nJennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. 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 mid-level Indianapolis bank\, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant\, Jennie consults with numerous financial service organizations on revenue\, sales\, sales leadership\, and organizational performance.
URL:https://ncbankers.org/event/branch-manager-bootcamp-business-development-11-13-or-11-20/
CATEGORIES:Branch Managers
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251022T000000
DTEND;TZID=America/New_York:20251030T235959
DTSTAMP:20260514T050317
CREATED:20250915T141510Z
LAST-MODIFIED:20250915T141510Z
UID:10000131-1761091200-1761868799@ncbankers.org
SUMMARY:Branch Manager Bootcamp: Leading Service Excellence (10/22 or 10/30)
DESCRIPTION: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.\nKey Skill Transfers/Takeaways: \nMastering pre-call planning.\nLearning to call virtually or in-person on the right (most profitable) clients and prospects.\nBuilding relationships with productive referral sources. \nProgram Agenda: \nIntroductory Discussion: Our Role in Growing the Branch\nOur Past Calling Successes & Challenges \nThe Value Proposition \nCall Planning on Our Most Profitable Clients\nGaining the Virtual or In-Person Appointment\nPlanning for a Quality Encounter \nDetermining Lead Officers and Call (Individual or Joint) Strategy\nPlan What to Have With You during the Call\nPlan Bridging and Introductory Comments \nThe Initial Meeting\nListening and Communicating How You Can Help\nMaking a Recommendation and Asking for the Business\nEarning Referrals\nCall Follow-Up\nExpand Your Notes to Capture the Call\nCalendar Follow Up Activities\nAssess the Call\nDiscussing an Upcoming Client Call\nDiscussing Challenges & Opportunities\nComplete an Action Plan for Skills Transfer back to the Job\nTOOLKIT: Forms for use back on the job \nAbout the Presenter:\nJennie 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 banks and other financial institutions. An expert in designing and implementing sales efforts and processes\, she designs solutions to drive top line growth through better utilization and training of existing sales forces\, including sales management.\nJennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. 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 mid-level Indianapolis bank\, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant\, Jennie consults with numerous financial service organizations on revenue\, sales\, sales leadership\, and organizational performance.
URL:https://ncbankers.org/event/branch-manager-bootcamp-leading-service-excellence-10-22-or-10-30/
CATEGORIES:Branch Managers
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250917T000000
DTEND;TZID=America/New_York:20250925T235959
DTSTAMP:20260514T050317
CREATED:20250915T141224Z
LAST-MODIFIED:20250915T141340Z
UID:10000130-1758067200-1758844799@ncbankers.org
SUMMARY:Branch Manager Bootcamp: Managing a Successful Branch (9/17 or 9/25)
DESCRIPTION: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. \nKey Skill Transfers/Takeaways: \n\nLearning to create an energetic and productive workplace.\nLearning to manage the branch team and integrate technology to drive additional business.\nDriving business development even when the branch traffic is slow.\n\nProgram Agenda: \n\nBranch Staffing Model – Layers are Collapsing\nHow Technology is Revolutionizing Our Business\nVision Review – Our Role as Dream Builders\nDefining the Performance Management Process\nCoaching\, Counseling\, and Disciplining\nScheduling and Staffing in Today’s Work Environment\nThe Bored Board Concept – “Go To” List for Slow Times\nCreating a Fun Work Atmosphere\nGenerational Approach to Communicating\nChallenges & Opportunities\nComplete an Action Plan for Skills Transfer back to the Job\n\nAbout the Presenter:\nJennie 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 banks and other financial institutions. An expert in designing and implementing sales efforts and processes\, she designs solutions to drive top line growth through better utilization and training of existing sales forces\, including sales management. \nJennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. 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 mid-level Indianapolis bank\, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant\, Jennie consults with numerous financial service organizations on revenue\, sales\, sales leadership\, and organizational performance.
URL:https://ncbankers.org/event/branch-manager-bootcamp-managing-a-successful-branch-9-17-or-9-25/
CATEGORIES:Branch Managers
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250820T000000
DTEND;TZID=America/New_York:20250828T235959
DTSTAMP:20260514T050317
CREATED:20250407T142126Z
LAST-MODIFIED:20250407T142126Z
UID:10000100-1755648000-1756425599@ncbankers.org
SUMMARY:Branch Manager Bootcamp: Maintaining Superior Team Performance (8/20 or 8/28)
DESCRIPTION:Objective:\nThis 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.\nKey Skill Transfers/Takeaways: \nPlan and direct the team toward an effective business development effort. \nProgram Agenda: \nVision Review\nRed Carpet Exercise\nRhythms & Routines at the Branch \nIntroduction to Sales\nWeekly Sales Meetings\nHuddles\nMid-Week Clinics \nMini Lesson: Listening for Opportunities\nSales Leadership\nDiscuss Challenges & Opportunities\nAction Plan for Skills Transfer \nAbout the Presenter:\nJennie 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 banks and other financial institutions. An expert in designing and implementing sales efforts and processes\, she designs solutions to drive top line growth through better utilization and training of existing sales forces\, including sales management.\nJennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. 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 mid-level Indianapolis bank\, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant\, Jennie consults with numerous financial service organizations on revenue\, sales\, sales leadership\, and organizational performance.
URL:https://web.cvent.com/event/f15bb0bc-1836-4076-9910-3f850d808124/regProcessStep1
CATEGORIES:Branch Managers
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250716T000000
DTEND;TZID=America/New_York:20250724T235959
DTSTAMP:20260514T050317
CREATED:20250407T141837Z
LAST-MODIFIED:20250407T141837Z
UID:10000103-1752624000-1753401599@ncbankers.org
SUMMARY:Branch Manager Bootcamp: Business Development (7/16 or 7/24)
DESCRIPTION: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.\nKey Skill Transfers/Takeaways: \nMastering pre-call planning.\nLearning to call virtually or in-person on the right (most profitable) clients and prospects.\nBuilding relationships with productive referral sources. \nProgram Agenda: \nIntroductory Discussion: Our Role in Growing the Branch\nOur Past Calling Successes & Challenges \nThe Value Proposition \nCall Planning on Our Most Profitable Clients\nGaining the Virtual or In-Person Appointment\nPlanning for a Quality Encounter \nDetermining Lead Officers and Call (Individual or Joint) Strategy\nPlan What to Have With You during the Call\nPlan Bridging and Introductory Comments \nThe Initial Meeting\nListening and Communicating How You Can Help\nMaking a Recommendation and Asking for the Business\nEarning Referrals\nCall Follow-Up\nExpand Your Notes to Capture the Call\nCalendar Follow Up Activities\nAssess the Call\nDiscussing an Upcoming Client Call\nDiscussing Challenges & Opportunities\nComplete an Action Plan for Skills Transfer back to the Job\nTOOLKIT: Forms for use back on the job \nAbout the Presenter:\nJennie 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 banks and other financial institutions. An expert in designing and implementing sales efforts and processes\, she designs solutions to drive top line growth through better utilization and training of existing sales forces\, including sales management. \nJennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. 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 mid-level Indianapolis bank\, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant\, Jennie consults with numerous financial service organizations on revenue\, sales\, sales leadership\, and organizational performance.
URL:https://cvent.me/nx9VEX
CATEGORIES:Branch Managers
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250618T000000
DTEND;TZID=America/New_York:20250626T235959
DTSTAMP:20260514T050317
CREATED:20250407T141959Z
LAST-MODIFIED:20250407T142005Z
UID:10000102-1750204800-1750982399@ncbankers.org
SUMMARY:Branch Manager Bootcamp: Leading Service Excellence (6/18 or 6/26)
DESCRIPTION: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.\nKey Skill Transfers/Takeaways: \nMastering pre-call planning.\nLearning to call virtually or in-person on the right (most profitable) clients and prospects.\nBuilding relationships with productive referral sources. \nProgram Agenda: \nIntroductory Discussion: Our Role in Growing the Branch\nOur Past Calling Successes & Challenges \nThe Value Proposition \nCall Planning on Our Most Profitable Clients\nGaining the Virtual or In-Person Appointment\nPlanning for a Quality Encounter \nDetermining Lead Officers and Call (Individual or Joint) Strategy\nPlan What to Have With You during the Call\nPlan Bridging and Introductory Comments \nThe Initial Meeting\nListening and Communicating How You Can Help\nMaking a Recommendation and Asking for the Business\nEarning Referrals\nCall Follow-Up\nExpand Your Notes to Capture the Call\nCalendar Follow Up Activities\nAssess the Call\nDiscussing an Upcoming Client Call\nDiscussing Challenges & Opportunities\nComplete an Action Plan for Skills Transfer back to the Job\nTOOLKIT: Forms for use back on the job \nAbout the Presenter:\nJennie 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 banks and other financial institutions. An expert in designing and implementing sales efforts and processes\, she designs solutions to drive top line growth through better utilization and training of existing sales forces\, including sales management.\nJennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. 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 mid-level Indianapolis bank\, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant\, Jennie consults with numerous financial service organizations on revenue\, sales\, sales leadership\, and organizational performance.
URL:https://web.cvent.com/event/f15bb0bc-1836-4076-9910-3f850d808124/regProcessStep1
CATEGORIES:Branch Managers
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250521T000000
DTEND;TZID=America/New_York:20250522T235959
DTSTAMP:20260514T050317
CREATED:20250407T142248Z
LAST-MODIFIED:20250407T142248Z
UID:10000101-1747785600-1747958399@ncbankers.org
SUMMARY:Branch Manager Bootcamp: Managing a Successful Branch (5/21 or 5/22)
DESCRIPTION: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. \nKey Skill Transfers/Takeaways: \n\nLearning to create an energetic and productive workplace.\nLearning to manage the branch team and integrate technology to drive additional business.\nDriving business development even when the branch traffic is slow.\n\nProgram Agenda: \n\nBranch Staffing Model – Layers are Collapsing\nHow Technology is Revolutionizing Our Business\nVision Review – Our Role as Dream Builders\nDefining the Performance Management Process\nCoaching\, Counseling\, and Disciplining\nScheduling and Staffing in Today’s Work Environment\nThe Bored Board Concept – “Go To” List for Slow Times\nCreating a Fun Work Atmosphere\nGenerational Approach to Communicating\nChallenges & Opportunities\nComplete an Action Plan for Skills Transfer back to the Job\n\nAbout the Presenter:\nJennie 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 banks and other financial institutions. An expert in designing and implementing sales efforts and processes\, she designs solutions to drive top line growth through better utilization and training of existing sales forces\, including sales management. \nJennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. 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 mid-level Indianapolis bank\, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant\, Jennie consults with numerous financial service organizations on revenue\, sales\, sales leadership\, and organizational performance.
URL:https://web.cvent.com/event/f15bb0bc-1836-4076-9910-3f850d808124/regProcessStep1
CATEGORIES:Branch Managers
END:VEVENT
END:VCALENDAR