Course Description Seat Time: 1.5hrs - Desc: This course will familiarize the learner with the role and responsibilities of a branch manager, including performance tips and ideal attributes for successful branch managers. This course will emphasize the necessity of learning a bank’s history, vision, and values in order to facilitate the growth of the branch manager and his/her employees. Upon completing this program, the learner will be able to: Apply leadership and team-building skills and standards. Demonstrate specific skills and abilities necessary to the role of branch manager. Face difficult challenges and understand job expectations. Course Topics T1. The Importance of the Branch Manager: This topic will introduce the learner to the role and responsibilities of a branch manager, including tips for performing duties for superior customer service. T2. Job of the Branch Manager: This topic will describe what the job of the branch manager entails, with information on employee-related and customer-related activities in which the branch manager engages. T3. Employee and the Customer Needs: This topic will discuss the skills and abilities that branch managers require in order to effectively communicate and interact with employees and customers alike. T4. Branch Manager Challenges: This topic will illustrate the most common challenges that face branch managers in order for the learner to understand job expectations. T5. History of Your Financial Institution: This topic will provide a brief overview of the three facets of a financial institution that branch managers should be familiar with: experience, size, and future outlook. T6. Vision and Values: This topic will familiarize the learner with the importance of having a defined vision and values for the financial institution, which can include honesty and integrity, customer appreciation, and a commitment to the community.
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