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17th Annual Retail Banking Leadership Series
March 26, 2024 - April 24, 2024
Program Overview
The Retail Banking Leadership Series, designed in conjunction with Performance Solutions Inc., returns for the 17th annual, 4-part workshop. In this interactive workshop, participants will study common success elements for managing and leading branch sales and service teams. After attending all sessions and completing all post-session assignments, participants will receive their Retail Banking Leadership certification.
What You Will Learn
- Management and leadership principles,
- Hiring, motivating, and developing retail banking teams,
- Building and leading a service-focused culture,
- Strategies for handling conflict and navigating teams through crisis,
- Business and development planning,
- And more!
Who Should Attend?
Current and future Branch Managers, Assistant Branch Managers, and Head Tellers.
Dates & Times
Session I - March 26th, 2024 | Session II - March 27th, 2024 | Session III - April 23rd, 2024 | Session IV - April 24th, 2024
8:30AM Registration, 9:00AM Program Start, 3:30PM Program Ends
Workforce Training Fund Program
The Retail Banking Leadership Series is eligible for the Express Program as part of Massachusetts' Workforce Training Fund Program.
The Workforce Training Fund Express Program assists companies in addressing their staff training needs by providing access to grants. To receive the grant, banks need to complete a short online application to request grant funds. Grant recipients with under 100 Massachusetts employees may receive full reimbursement of the cost of training upon completion of an approved course, up to $20,000 per calendar year. Financial institutions with over 100 Massachusetts employees are now encouraged to submit General Program applications. The deadline to apply for the grant is 21 days before the program begins.
The Course ID for the retail Banking Leadership Series is #C-8124. Mass Bankers strongly urges you to complete the process as soon as possible to ensure that your application is approved in time. For more information or to apply, visit the Workforce Training Grant Express Program site. Please note that your bank must have a Certificate of Good Standing. Click here to request one.
Agenda
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Session 1 - Tuesday, March 26, 2024
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Session 2 - Wednesday, March 27, 2024
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Session 3 - Tuesday, April 23, 2024
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Session 4 - Wednesday, April 24, 2024
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Speakers
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Christie Drexler
<p>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 three years.</p>
<p>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.</p>
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Drexler Consulting, LLC | - |
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Josh Collins
<p><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Josh 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.</span></span></p>
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Drexler Consulting, LLC | - |