Retail Management Workshop
Learn key management & leadership principles for Retail Managers!
Join us for our virtual program. Zoom and materials links will be sent closer to the program date.
Event Details
Retail Management Workshop is a two-day, interactive workshop designed to provide a complete overview of management and leadership principles for Retail Managers serving in all roles of retail banking. Drexler Consulting follows PSI’s “Tell, Show, Do” method of teaching. Participants will learn through real-world examples, case studies, group discussion, and practical application of concepts taught.
Benefits of the Workshop:
- Interact, network, and learn from the experience of other retail bankers
- Effectively communicate vision, purpose, values for your team
- Define and implement a culture of high performance
- Understand how to communicate with others more effectively
- Effectively address underperformers
- Build client loyalty and grow the bank
- Create and execute a business plan to meet team and individual goals
- Eliminate sales pressure for your team AND exceed growth and profitability goals
- Adapt to a changing and diverse workforce and customer-base
- Receive an abundance of helpful tools and practical strategies that you can take back to your bank and immediately implement with your team
- And much more!
About Our Presenters:
Christie Drexler is the Owner of Drexler Consulting, LLC, a financial services consulting and training business focused on developing purpose-driven, competent, servant leaders in all roles of banking. In association with Performance Solutions, Inc. and Dianne Barton, Christie has offered training and consulting services through Drexler Consulting, LLC, for the past five years. In addition, Christie has twenty-six years of direct experience in the financial services industry, working for both community and large regional banks.
Josh Collins has been creating content and facilitating courses as part of the Drexler Consulting team for the past year and a half. He 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.
For More Information:
Retail Management Workshop Daily Agendas
Day 1: Essentials of Leading a High Performing Team
The session lays out foundational management and leadership principles.
The agenda includes:
- The Challenge of Leadership in Today’s Retail Banking Environment
- Leading with Vision, Purpose, and Values
- Developing and Executing Your Business Plan
- Building a High Performing Culture
- Effective Communication Strategies
- Performance Management Tools for the New Workforce
- Coaching for Impact, Connection, and Results
Day 2: Developing the Team and Growing the Bank
This session focuses on hiring, motivating, and developing the retail banking team. Managers learn proven ways to engage team members and challenge them to exceptional performance.
The agenda includes:
- Adapting to a Changing and Diverse Workforce and Customer-base
- Growing the Bank through WOW! Service
- Defining Service Commitment
- Leading Effective Team Meetings
- Moving Bankers from Order-Takers to Relationship Builders
- Building Client Loyalty in a High-Tech Age
- Successful Networking and Business Development Strategies
- Business and Development Planning: Putting Learning to Action