2025 Retail Banking Leadership 3 & 4
Hybrid
James-Bates-Brannan-Groover, LLP
231 Riverside DriveMacon, GA 31201-3415
United States
In association with Performance Solutions, Inc., Drexler Consulting, LLC is excited to again present one of our legacy programs, Retail Banking Leadership 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 Banking Managers serving in all roles of retail banking.
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 under performers
- 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!
FACILITATORS:
Christie Drexler
Drexler Consulting, Inc
Josh Collins
Drexler Consulting, Inc.
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
ABOUT OUR FACILITATORS:
Christie Drexler is the Owner of Drexler Consulting, LLC, a financial services consulting and training business focused on developing purpose-driven, competent, servant leaders in all roles of banking. In association with Performance Solutions, Inc. and Dianne Barton, Christie has offered training and consulting services through Drexler Consulting, LLC, for the past five years. In addition, Christie has twenty-six years of direct experience in the financial services industry, working for both community and large regional banks. Her experience has been expansive to include successfully navigating retail and commercial banking careers. She has served as Division President, Market President, Chief Credit Officer, Chief Retail Officer, and Regional Sales & Service Manager. Christie has a B.S. in Finance from Berry College and an MBA from Georgia College and State University. She is a passionate facilitator and coach who strives to live the values and leadership strategies she teaches in her training programs.
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.
Price | |
---|---|
CBA Member
|
$750.00 |
CBA Member - PrePaid
|
$0.00 |
Price | |
---|---|
Prospective Member
|
$1,000.00 |
Price | |
---|---|
Grand Sponsor
|
$2,500.00 |
Champion Sponsor
|
$2,000.00 |
Elite Sponsor
|
$1,500.00 |
Leader Sponsor
|
$1,000.00 |
Supporting Sponsor
|
$750.00 |
General Sponsor
|
$500.00 |
Agenda
October 21 | |
9:00 AM - 12:00 PM | Program Begins Arrivals and coffee begin at 8:30 am. |
12:00 PM - 1:00 PM | Lunch Break |
1:00 PM - 4:00 PM | Program |
October 22 | |
9:00 AM - 12:00 PM | Program |
12:00 PM - 1:00 PM | Lunch Break |
1:00 PM - 4:00 PM | Program |
For More Information:

ATTENDEES ARE REQUIRED TO:
- Attend all sessions
- Actively participate in all activities and exercises
- Complete all post-session assignments
WHO SHOULD ATTEND?
- Retail Banking Managers at all experience levels
- Bankers aspiring to future management roles
- Branch Managers
- Customer Service Managers
- Sales and Service Managers
- Retail/Branch Operations Managers
- Assistant Branch Managers
- Head Tellers/Universal Bankers
- Human Resource Managers
- Senior Retail Managers seeking new frameworks and tools for team development