Growing the Retail Branch

Aug 22, 2017
IBA Center for Professional Development
8425 Woodfield Crossing Blvd, Suite 155E
Program Overview: 

Click Here for a PDF Brochure

This workshop is the third in the ongoing Branch Management Series. The Branch Management Series is four-workshop sessions that may also be completed as stand-alone sessions. This session focuses on the Branch Manager's Role as Sales & Service Leader. Managers learn to plan, motivate, and challenge the team to consistently provide exceptional service and meet the Branch’s goals.

  • The Retail Branch Performance Chart
    • Monitoring and Tracking Tools while Rewarding Results
    • Developing Sales & Service Standards
  • How Today’s Customer Experience is Changing
  • Maximizing Your Bank’s Competitive Value Edge
  • Growing the Retail Branch from Within:
    • Selling is Helping the Customer
    • No More Product Pushing
    • Customer On-Boarding
    • Maximizing Customer Relationships – Bankers in Action
  • Networking Do’s and Don’ts
  • Retail Banking Business Development
    • Key Tools for Protecting Key Customers
    • Key Tools for Calling on Prospective Customers

Branch “Best Practices" and Action Planning


The Branch Management Series is presented by Performance Solutions, Inc., a training & consulting company that specializes in providing solutions to the key challenges facing community banks today in attracting, selling & servicing their customers. The Branch Management Series was originally introduced in 1983 and is continually revised and updated to meet the challenges and changes the banking industry experiences.

Dianne Barton, is the Founder and President of Performance Solutions, Inc. Her expertise in customer service, leadership, and sales & service culture development is recognized as leading edge by both national banks and community banks. Dianne’s programs are designed to “close the gap” between the bank’s needs & employees’ skills.  A philosophy of experiential learning and participant involvement in training led to the development of her “TELL-SHOW-DO” training method that is skill based rather than theory based.  The training limits lecture discussions to a maximum of 7-9 minutes, relying on an active “hands on” approach by the participants.  


8:30 a.m.               Registration & Continental Breakfast

9:00 a.m.               Program Begins

12:00 Noon             Lunch (included)

1:00 p.m.               Program Resumes

4:00 p.m.               Program Adjourns 


Session IV: Raising the Bar for Sustainable Growth
November 28, 2017 

Session I:  New Year - New Start:  Key Components for a Successful Year
January 2018

Session II: Leading, Developing, and Engaging the Team
April 2018


This seminar will be held on Tuesday, April 18, 2017 at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd, Suite 155E, Indianapolis, IN 46240.


The following fees include the program, materials, continental breakfast, lunch and refreshments:

Single Session                                                         Full Series

$225 IBA Member                                                     $850 IBA Member

$450 Non-Members                                                   $1700 Non-Member

Additional Information: 

Who Should Attend?
Retail Managers, Branch Managers, Assistant Managers, Branch Manager Candidates and anyone responsible for the direction and development of a retail branch.

Association Contact: 

Laurie Rees, Vice President, Education & Training

Marcy Borden, Education Coordinator

Cancellation Policy: 

The IBA will send confirmations as requested for its programs. Please check the appropriate box & include a fax number on the registration form.  If you have questions, contact Marcy Borden at the IBA Office, 317-387-9380 or via email at

Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations or absences the day before on the day of the program. Substitutions are welcome at anytime.


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