Business Development: Getting Out of the Office - Branch Manager Bootcamp Series

Course Number: Seminar

Course Code: Virtual Seminar


Branch Manager Part 3 focuses on the relationship building process to identify how to gain the trust of your customer, gain a larger share of wallet, and present solutions that solve your customers’ needs.
Participant Key Skill Transfers to Take Away:
1. Mastering pre-sales call planning.
2. Learning to call on the right (most profitable) customers and prospects.
3. Building relationships with productive referral sources.

Program Agenda

• Introductory Discussion: Our Role in Growing the Branch
• Review Action Plan Successes from Past Session
• Our Past Calling Successes & Challenges
   -The Value Proposition
• Getting Out of the Office
• Call Planning on Our Most Profitable Clients
• Gaining the Appointment
• Planning for a Quality In-Person Appointment
   -Determining Lead Officers and Call (Individual or Joint) Strategy
   -Plan What to Bring on the Call
   -Plan Bridging and Introductory Comments
• The Initial Meeting
   -Listening and Communicating How You Can Help
   -Making a Recommendation and Asking for the Business
   -Earning Referrals
• Call Follow-Up
   -Expand Your Notes to Capture the Call
   -Calendar Follow Up Activities
   -Assess the Call
• Discussing an Upcoming Customer Call
• Discussing Challenges & Opportunities
• Complete an Action Plan for Skills Transfer back to the Job
• TOOLKIT: Forms for use back on the job
You can choose to participate in just one lesson – or you can do the whole series.

Audience: New and experienced Branch Managers, Assistant Branch Managers, Teller Supervisors, Lead Universal Bankers, and any banker aspiring to lead the team in a retail branch.

Prerequisites: N/A

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Member Price: $250.00
Non-Member Price: $300.00
Textbook Charge: $0.00


Start Date: 07/21/2021
End Date: 07/21/2021
Length: 3 Hours
Start Time: 9:00 am
End Time: 12:00 pm
Day: Wednesday
Location/Room: Virtual

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