Non-Member Price: $925
Member Price: $625
Discounted Member Price: $563 per person for 3+ registrants
(Savings of $62/per person)
Retail Banking Leadership Series
(Sessions III & IV)
In association with Performance Solutions, Inc., Drexler Consulting, LLC is excited to again present one of our legacy programs, Retail Banking Leadership Series (formerly known as the Branch Management Series), updated for 2025.
Retail Banking Leadership Series is a four-part, interactive, learning series designed to provide a complete overview of management and leadership principles for Retail Managers serving in all roles of the retail banking line of business for the bank.
Who Should Attend: All Retail Banking Managers at all levels of experience, as well as any Banker who is being prepared for a future retail management role. Candidates for this training include Branch Managers, Customer Service Managers, Sales and Service Managers, Retail/Branch Operations Managers, Assistant Branch Managers, Head Tellers/Universal Bankers, Human Resource Managers, as well as Senior Retail Managers who are seeking new frameworks and tools for developing their teams.
Benefits of the Series:
- Interact, network, and learn from the experience other retail bankers
- Create and execute an effective retail business plan
- Implement a plan for your continued growth and development that is aligned with your manager’s and bank’s goals
- Effectively communicate vision, purpose, strategies, and consequences for your team
- Define and implement a culture of success
- Understand how to relate to others more effectively
- Build quality relationships and get important tasks done
- Effectively address underperformers
- Hire, promote, and retain the best
- Build client loyalty and grow the bank
- Streamline compliance requirements and retail operations
- Better address conflict with others and manage stress
- And much more!
To receive certification, attendees are required to:
- Attend all sessions
- Actively participate in all activities and exercises
- Complete four post-session assignments
Session III: Serving with Excellence and Growing the Bank - The session focuses on the Retail Leader’s role in building client loyalty and growing the bank.
The agenda includes:
- How Today’s Customer Experience is Changing
- Building Client Loyalty in a High-Tech Age
- Leading a Culture Committed to Service and Growth
- Holding Productive Team Meetings
- Growing the Bank through “WOW!” Service
- Deepening and Expanding Client Relationships
- Successful Networking and Business Development Strategies
- Business and Develop Planning: Putting Learning to Action
Session IV: Raising the Bar for Sustainable Growth - This session provides strategies for increasing the Retail Leader’s operational and leadership effectiveness.
The agenda includes:
- Overcoming Obstacles in Plan Execution
- Streamlining Retail Operations, Compliance, and More
- Success and Time Management Strategies for the Overcommitted Banker
- Building Support Across the Bank
- Handling Conflict and Increasing Your Emotional Quotient
- Leading Through Planned and Unplanned Change
- Navigating the Team Through Crisis
- Business and Development Planning: Putting Learning to Action
Hotel Information: If you require an overnight room, you are responsible for making your own reservation. Please contact The Four Points by Sheraton, (304) 344-4092. Room temperatures vary, please bring a light jacket or sweater for comfort. Business Casual dress is appropriate.
Timing of your registration is critical. Seminars may be canceled if there are not sufficient registrations or may fill up; therefore, it is recommended that you register at least 10 days in advance.
Cancelation Policies:
- Full refund if canceled 14 days or more ahead of seminar.
- $75 cancelation fee if canceled within 6-13 days ahead of seminar.
- No refund if canceled on or after 7 days ahead of seminar or for no-shows.
- Substitutions are welcome.
Facilitator:
Josh Collins has been creating content and facilitating courses as part of the Drexler Consulting team for the past year and a half. He has twelve years of banking experience serving in various leadership roles in retail banking, human resources, and talent development.
Josh’s background includes developing and facilitating banking, customer service, and leadership and culture development training programs. Josh is a graduate of The University of Georgia and is SHRM-CP certified. Josh enjoys equipping and encouraging bankers to grow their personal skillsets and build strong teams and cultures to maximize results for themselves and the banks they serve
