2023 Branch Leader Fundamentals

April 4 | May 31 

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 program is designed to equip new and 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.

Perfect opportunity for...

• New-to-role Branch Managers and Assistant Branch Managers
• High potential branch bankers who are currently on a development path towards a branch leadership role

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.

Program Overview

April 4 – Branch Leader Success Profile: Performance Management

• Understanding the key success factors in the branch leadership role and self-assessing strengths and gaps
• Business and action planning for customer growth, service excellence, operational excellence, and team development
• Performance Management topics: defining and articulating expectations, co-creating commitments, follow-up/accountability

Tools include self-assessment, quarterly action-planning template, banker performance management tracking tool, team meeting guide, and internal partner planning tool.

May Virtual Session: Post-session de-brief and check-in session to support accountability and encouragement for field work

May 31 – Performance Development

Developing individual and team performance:

• Developing others through learning assignments
• Feedback 101
• Coaching Fundamentals
• Leveraging Peer Power through group coaching and learning

Tools include banker/teller coaching guides, observation feedback guide, team skill-building templates, and coaching conversation model.

June Virtual Session: Post-session de-brief 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 has served bank clients of all sizes with performance development programs, coaching competency development, organizational change leadership, sales management programs, and employee readiness programs for change initiatives.

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 earning her MBA from the University of Dayton, Diahn has completed both Dartmouth’s Leading Strategic Change and the Coach Training Alliance program. Her toolbox includes assessments such as DISC ® Plus (Behavior and Communication), Emotional Intelligence 2.0 ®, Leadership Based Strengths Finder 2.0 ®, 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 Malia Widder at  [email protected]