The Branch Manager’s Toolkit Part 1: A Guide to Team Development
November 9, 2026
Live Webinar
DateNov 9, 2026Duration90 minutes
12:00 PM PST01:00 PM MST
02:00 PM CST03:00 PM EST
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Strong branches start with strong leaders who know how to build strong teams.
Learn how to strengthen team development through
effective training, productive staff meetings, intentional onboarding, and
leadership strategies that improve engagement and performance.
KEY WEBINAR TAKEAWAYS
- Core principles for effectively managing your team
- Engaging training sessions that improve retention and results
- Focused, productive staff meetings that are engaging for your team
- Establishing a positive tone that cultivates a high-performance culture
- Onboarding experiences that set new hires up for success
BONUS MATERIALS
- Sample procedures
- Onboarding checklist
- Introductory period appraisal
- Training resources
WEBINAR DETAILS
Great teams don’t happen by accident; they are
built through intentional leadership, effective communication, and a commitment
to employee development. This practical session will provide leaders with the
core principles and strategies needed to manage their teams effectively, create
a positive tone, and cultivate a high-performance culture. Participants will
learn how to facilitate engaging training sessions that improve knowledge
retention and results, lead focused and productive staff meetings that encourage
participation, and create onboarding experiences that help new hires feel
welcomed, prepared, and confident from day one. By putting these strategies
into practice, leaders can strengthen team engagement, improve performance, and
create a branch where employees are equipped and motivated to succeed.
WHO SHOULD ATTEND?
- Branch managers
- Banking center managers
- Assistant managers
- Supervisors
- Head tellers
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Presented By

Brode Consulting Services, Inc.
Other Webinars That Might Interest You

Advanced CTR Completion: Beyond Basic Transactions
by Dawn Kincaid

Deposit Regulations Update & Review for Branch Staff
by Deborah L. Crawford

Branch Opening, Closing & Security: Strengthening Controls, Reducing Risk
by Leslie Nicely

The Business Banking Blues: Handling Business ACH Exceptions
by Michele L. Barlow

SAR Fraud Narrative Templates & New FAQs: Check Fraud, Elder Fraud, Cyber Crimes & More
by Deborah L. Crawford

Mobile Device Risks, Records & Rules: Using Policy to Manage Legal & Regulatory Compliance
by Nancy Flynn

The Branch Manager’s Toolkit Part 2: A Guide to Individual Development – Accountability, Delegation & Difficult Conversations
by Molly Stull

Dealing with Difficult Customers: 5 Foolproof Techniques
by David A. Reed

Commercial Credit Analyst Series: Commercial Loan Underwriting Fundamentals
by Robert L. Viering

Business Writing Boot Camp, Including Critique of Your Own Writing Sample
by Nancy Flynn
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC


