Branch Manager Expertise


Clearly, the manager “sets the tone” for the branch. Strong managers create strong branches.  A successful branch manager is expected to excel along multiple dimensions as they create a “culture of excellence.” This training video will help you understand and learn how to elevate the skills needed to build high morale, exceptional customer service and cross‐selling ratios that have a positive impact on the bottom line.

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Become the Change-Agent You Need to Be!

As a branch manager, you set the tone at your bank or credit union. You are the one who’s responsible for creating a strong branch! This means that you must excel day in, day out. This webinar will help with just that! Honey Shelton will show you how you can shine in your role as a leader and create a culture of excellence. You will learn how to hit your branch targets, build and execute your business plan, and motivate your associates.

The way managers treat their associates is subtly influenced by the manager’s behavior. What should you expect? How do you treat them? When your expectations are accompanied by expert guidance, motivation, and training the branch will perform accordingly. Branch locations are one of your most important distribution channels. The smooth and consistent operation of your branch is critical to maintaining and attracting business. Increasing competition dictates you must be customer-driven and at the same time promote loyalty by selling the customer on expanding their relationship with your bank or credit union. On top of that, you must manage increased customer expectations with as few staff people as possible.

You will learn to:

  • maintain and attract new business
  • increase competition through a customer-driven approach
  • provide service that promotes loyalty
  • expand and nurture the relationship with your customers
  • coach effectively
  • handle resistance and conflict effectively
  • boost your own and your team’s enthusiasm for the job
  • keep your high achievers and deal with poor performers


Honey Shelton - PresidentHoney Shelton has more than 30 years of experience as a training and quality improvement consultant for banks and credit unions across the country. Her substantial banking background includes spending three years as Executive Vice President/Chief Retail Banking Officer with a $1 billion south Texas bank. Nationally recognized as an outstanding speaker, over a half million bankers have participated in programs Honey has presented. Her depth of knowledge, enthusiasm, and compelling personality have left a lasting mark on InterAction Training, the firm she founded in 1983.