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Branch Manager Certification Program
 

February 19, 2009 - Workshop 1
March 24, 2009 - Workshop 2
May 14, 2009 - Workshop 3
August 25, 2009- Workshop 4

ABA Training Room
Montgomery, Alabama

Each workshop will be from 9 a.m. - 4 p.m.
Registration begins at 8:30 a.m.

Each workshop can be attended as a stand-alone session, but all four will need to be attended to receive the certification.

 
 

Banks rely on their branch networks. According to a recent TowerGroup study, the branch remains the center of customer interactions, given that 92% of all US households have used a bank branch within the last 30 days.

Banks rely on their branch staff to distinguish their organizations from the competition, yet nearly half of all customers said it wouldn’t take much incentive to persuade them to move their business elsewhere, despite an average loyalty of ten years. With so much riding on branch performance, the Alabama Bankers Association offers this new certification program, consisting of a series of seminars, designed to improve the skills of branch managers.

This four-part series is packed full of time-tested techniques that can transform bank branches into winning operations. Each presentation is geared toward branch managers, branch supervisors and human resource personnel responsible for branch training.

Invest In Your Future
Each one of the four workshops will help branch managers recognize the special challenges of their jobs and encourage them to develop and practice sound management techniques. Attendees will learn how to identify the critical measures of branch performance and will learn ways to influence their staff in a positive manner. Make plans to attend this four part seminar.

Value of the Certification
Each part of this program is designed to stand alone, and branch personnel who attend all four sessions will be awarded a Branch Manager Certification. This certification recognizes an employee’s commitment to improving their knowledge and rewards outstanding performance.

  • By allowing your branch managers to become certified, you are investing in your branches’ future.
  • Certification is beneficial to banks and their personnel because it ensures employees meet certain educational and performance based standards.
  • It permits employees to assume greater responsibilities in developing their own careers, which increase advancement opportunities.

Overview of Workshops

Workshop I – February 19, 2009 – ABA Training Room, Montgomery

  • Bank Industry Update including the Latest Developments of the Financial Crisis
  • Managing in a Post-Financial Crisis World; Moving beyond the old hierarchy to powerful new styles of leading.
  • The Art of Being a Boss
  • Situational Leadership: Applying the Right Style at the Right Time for Top PerformanceChallenges New Managers Face
  • Stop Trying to “Motivate” Employees – Learn to be a Performance Manager!
  • The Principle of the Slight Edge: Keeping Your Balance through Focus on Three Critical Behaviors

Workshop II – March 24, 2009 – ABA Training Room, Montgomery

  • Telephone Secret Shopping: Checking up on your competition—experiencing the competitive advantage of superior service
  • Develop your branch staff into a high performing team using the Five Stages of Team Development
  • Stop trying to “manage time’ and start managing your actions in the time you have!
  • Increase staff ownership and engagement through effective delegation
  • Successful Staff Meetings: Learn to use this tool to Align and Develop Staff
  • Branch Managers in the Sales Role.

Workshop III – May 14, 2009– ABA Training Room, Montgomery

  • Does your bank really have a sales culture? It’s much more than slogans and incentives.
  • Growing the Branch: Increasing Cross-selling, leads, and referrals from staff
  • The Ideal Employee: How to Recruit the best employees
  • Once You’ve Got the Best, How do you Keep Them?
  • Employee training & education programs: what works, what does not?
  • The DiSC Assessment: How to understand and work more effectively with different personality types.

Workshop IV – August 25, 2009- ABA Training Room, Montgomery

  • Creating your branch managers goals/objectives for the year
  • Managing Change at your branch location
  • Stress: Successfully handling the factors at your branch
  • Trends in job sharing & flex time in the banking industry
  • How to handle “difficult” customers/situations: Tips & techniques
  • Cyberspace banking: What impact is it having on branch banking?

Who Should Attend
This program has been designed for branch managers, branch supervisors, and assistant managers.

Speaker
Mr. Phillip Borzilleri, Senior Vice President of M&A, (Morin & Associates) is a respected and popular consultant, coach and speaker with over twenty-five years of experience in operations, customer service, employee relations, and training. His broad background includes experience with major U.S. corporations such as Control Data, Contel, GTE (Now know as Verizon) and BJC HealthCare. He is experienced at working with all organizational levels from the frontline to the boardroom. Phillip’s training and mentoring has been critical to the success of many work groups and teams. He has worked closely with dozens of managers to produce measurable financial, service, and quality results. He has presented for the Massachusetts Bankers Association, Alabama Bankers Association, Ohio Bankers League, Florida Bankers Association, Oregon Bankers Association, and Indiana Bankers Association. Internationally, Phillip has presented in Kuala Lumpur, Malaysia and Beirut, Lebanon. This combination of business experience and solid academic research consistently results in insights and solutions beyond the conventional “business as usual” approaches.

Registration
ABA Members are $195 per person per day and Non-Members are $390 per person per day. Registration fees include instruction, materials, refreshments and lunch.

Cancellation
Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If date of cancellation is less than ten days prior to the meeting, a $50 processing fee will be retained. No refunds will be given for cancellations made the day of the program. Substitutions are welcome.

More Information
Dress for the seminar is business casual. To ensure your comfort, please bring a jacket or sweater. If you need additional information, the ABA office, 334-834-1890 or 800-239-5521.