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20th Annual Retail Banking Leadership Series
September 30, 2025 - October 28, 2025
Program Overview
The Retail Banking Leadership Series, designed in conjunction with Performance Solutions Inc., returns for the 20th annual, four-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!
Dates & Times
Sept 30, Oct 1, Oct 27, Oct 28
8:30AM Registration | 9:00AM Program Start | 3:30PM Program Ends
Who Should Attend?
Current and future Branch Managers, Assistant Branch Managers, and Head Tellers.
Suggested Prerequisites
- A minimum of 1 year of experience in retail banking leadership, or
- 3 years of banking experience, or
- Successful completion of Universal Banker Certification course.
Express Grant
The course ID for the 20th Annual Retail Banking Leadership Series is C-8124. Banks with 50 or fewer employees can be reimbursed 100 percent for the program's cost. For more information on the Commonwealth Corporation's Workforce Training Fund Program, please visit their website. If you need assistance with the Express Grant, please contact the Commonwealth Corporation directly.
Agenda
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Speakers
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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 | - |