Branch Manager Expertise – Part 2

Part two will cover How to build a business plan for your location.

Clearly, the manager “sets the tone” for the branch.  Strong managers create strong branches.  Successful branch managers are expected to excel in multiple dimensions as they create a “culture of excellence.”  This webinar series will help you elevate the skills needed to plan effectively, build high morale, offer exceptional customer service, grow business and develop cross-selling ratios that have a positive impact on the bottom line.  Boost your expertise and your enthusiasm in this 2-part webinar series by one of the country’s leading speakers.


  • Why establish a plan for the branch?
  • Where are we now?
  • Where do we want to be?
  • How does that fit with what the bank expects?
  • Set the goals, share the load, gain buy-in
  • High impact success factors for growth and success
  • Business development tactics that work
  • Best practices that help accomplish the goal
  • Monitor progress, celebrate success


Branch managers, assistant managers, branch manager candidates. Anyone responsible for the direction and development of a retail branch.


Honey Shelton has over 25 years experience as a consultant and trainer for banks and banking associations. Recently she was EVP for an independent Texas bank. Her responsibilities included managing the retail division, marketing, training and deposit growth.  Her depth of knowledge, enthusiasm, and compelling personality has left a lasting mark on InterAction Training Systems, (ITS), the firm she founded in 1983.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Institute of Certified Bankers: Estimated credits: 2 hours CPE/session (self-reporting).


Live Webinar:

Member price: $265.00 | Non member price $530.00

On-Demand Webinar

Member price: $280.00 | Non member price $560.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.