Branch Manager’s Masterclass – Online Course


Branch Management has become a growing necessity and a challenge for retail banking operations. Altering customers’ behavior, emergence of technology, and a fluctuating environment are some of the factors that drive branches to adapt and excel to meet current market conditions.

Throughout this practical course, banking professionals, with the use of exercises and case study discussion, will be able to identify those crucial elements that can make branches operations more efficient, get the chance to discuss with senior experts and get solutions to problems they are facing, and at the same time accomplish to chart a road map that will enhance their customers’ overall experience – service level.

At the end of the day, participants will have the tools, techniques and strategies to meet targets and set efficient branch strategies that generate greater quantitative and qualitative results.

The course would be conducted over 2 days with each day having learning duration of 5-6 hours. These will be live training sessions so there would be plenty of opportunities to have interactive discussions, ask questions and clear your doubts.


A key part of the course will be the use of theory, examples, and case studies of best practice and to synthesize this information through individual and group exercise

Key Outcomes

  • Understand the dynamics of modern retail banking operations
  • Identify key revenue streams and cost factors
  • Build on network and branch strategies
  • Utilize the human element towards achieving greater results and service levels
  • Enhance the brand / image of your banking institution

Who should attend?

  • Regional Managers
  • District Managers
  • Branch Managers

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  • Which metrics do you need to measure branch performance
  • How to measure the activities
  • How to analyze the numbers
  • Develop a preferred framework
  • Costs – understanding where the costs are in your business and how to make efficiencies
  • Develop a methodology to calculate costs and income
  • Profitability by product; how do you know which products should be given priority in the selling process?
  • Ensuring your staff resources are efficiently and effectively allocated
  • Use of Standard Time Indices in resource planning
  • Developing a model for X bank
  • Time and moon studies: how they are done and how the results can help you plan
  • Measuring and enhancing productivity; use of Activity Reporting to measure individual performance
  • Personal development plans
  • How to coach your people to improve performance
  • Understand the customer needs
  • Understand customer behavior of different channels
  • Cost Dynamics
Michael Armstrong
Subject Matter Expert
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Event Details
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  • Start Date
    March 8, 2021 9:00
  • End Date
    March 9, 2021 12:00
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