March 25 | May 11
Two full-day, in-person sessions, supplemented by two virtual/web de-brief and accountability sessions.
First Attendee: CBAO Member: $895 ($1,400 for non-members)
Additional Attendees: CBAO Member: $795 ($1,300 for non-members)
This new program is designed to equip aspiring retail branch leaders, starting with a self-assessment of their strengths and gaps in the key success factors for the role of branch management. Participants will learn about branch business and action planning, objective and expectation-setting, feedback and coaching fundamentals, and tactics for developing team and individual skills in sales and customer service. They will leave with a toolkit of supporting templates.
Each session will be supported with reflection pre-work, field-work assignments, and a virtual post-session check-in – all designed to support accountability and on-the-job application.
Tools include self-assessment, quarterly action-planning template, banker performance management tracking tool, team meeting guide, and internal partner planning tool.
April Virtual Session: Post-session debrief and check-in session to support accountability and encouragement for field work
Developing individual and team performance:
Tools include banker/teller coaching guides, observation feedback guide, team skill-building templates, and coaching conversation model.
June Virtual Session: Post-session debrief and check-in session to support accountability and encouragement for field work
Diahn Hevel, certified Coach2Lead facilitator
For over 25 years, Diahn Hevel has helped senior executives maximize the return on investments in their people. Her consulting and coaching practice focuses on performance coaching skills and execution, organizational and talent development, sales management, and employee readiness programs for change initiatives. Clients in the financial services industry have included Chase, Citizens Bank (now known as Civista Bank), First Merit Bank, First Niagara, First Place Bank (now known as Talmer Bank and Trust), Frost Bank, Guaranty Home Lending, Heartland Bank, Huntington Bank, M&I Bank, Nationwide Advantage Mortgage, Nationwide Financial, Peoples Bank, Wells Fargo Home Mortgage, and WesBanco Bank.
Prior to founding Hevel + Co in 2002, Diahn spent 15 years in financial services leadership roles including product management, incentive comp. management, internal communications, sales/service/sales management training director, and director of retail sales & service support.
In addition to her MBA, Diahn has completed both Dartmouth’s Leading Strategic Change and the Coach Training Alliance program. Her toolbox includes assessments such as DISC® (Behavior and Communication), Motivators/Driving Forces®, Emotional Intelligence 2.0®, StrengthsFinder 2.0® and Strengths Based Selling®, Coach2Lead and Prosci-Change Management. She is an adjunct instructor for Columbus State Community College (teaching interpersonal skills, principles of business, and business ethics).
Questions? Please e-mail Patti Webb at [email protected]