Back to Events
2023 Retail Banking Leadership Q1

2023 Retail Banking Leadership Q1

Essential Elements of the High Performing Team - Macon

Tuesday, April 18, 2023
9:00 AM - 4:00 PM (EDT)

Event Details

In today’s competitive environment, banks must continuously improve and adapt to meet the needs of a changing workforce, new generations of clients, and rapidly and ever-evolving technology. So, we also continue to update and revise this Branch/Retail Leadership Series to meet the changing demands you face as a Retail Banking leader.

Whether you are an aspiring retail leader, are brand new to a management role, or you have been in a bank or other management role for many years, you can expect to develop your aptitude as follows by fully engaging this course series:

- Create and execute an effective business plan
- Lead with clear vision, mission, and values
- Give your team members the attention they need and get your tasks done
- Understand how to relate to others more effectively
- Find a better balance with your career and personal life
- Identify and mitigate risks in managing people and resources
- Build your emotional intelligence to better manage conflict
- Hire, promote, and retain “the best” talent
- Effectively address underperformers
- Build a caring team culture
- Make work fun and rewarding and focused and accountable
- Motivate all generations of team members
- Grow deposits, loans, and generate more referrals
- Serve clients with excellence and consistency
- Proactively develop business with confidence
- Ensure a culture of compliance
And more . . .
The first session focuses on uncovering and building the key performance management disciplines of a leading a high performing Retail Banking team. The agenda includes:
- Where Am I Today? Self-Assessment of Current Skills and Talents
- The Challenge of Leadership in Today’s Retail Banking Environment
- Leading with Vision, Purpose, and Values
- Developing a Branch Business Plan
- Building a High Performing Culture
- Leading a Team that Cares
- Defining the Performance Management Process
- Performance Management Tools for the New Workforce
- Business Planning: Putting Learning to Action

For More Information:

Becky Soto
Becky Soto
Assistant Vice President (770)541-4490