Branch Management Institute: Strategies
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

Developing the Leaders Around You

• Learn the "how tos" and "what fors" of coaching
• Inspire your team by thinking outside the box
• Model behaviors that define branch strategies, processes, and training
• Move staff beyond their comfort zones

Identify Theft & Forgery Issues

• Hear about the most common errors made at the teller window
• Explore tools to help your tellers trouble-shoot
• Identify the telltale signs to look for on forged checks

Advanced Sales Strategies & Skills

• Analyze your branch market to determine best tactics
• Optimize your role as a sales coach
• Build smart sales plans to achieve goals
• Retain high value members

Innovative New Branch Concept: A Real World Example

• Hear from Susan Dietz about her credit union’s innovative new "Dialog" concept
• Gain training ideas for your staff
• Understand why Susan chose to jump into this new concept

15 Indisputable Truths of the Best Boss

• Learn what makes the "Best Boss"
• Hear the secrets of the best bosses and learn how you can use them
• Learn how to avoid the fatal flaws of the "Worst Boss"

Today's HR Challenges for Branch Managers

• Sexual harassment pitfalls to avoid
• Effective discipline techniques
• Learn how to provide training for your staff

For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.