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Retail Branch Manager Development Program

2026 session begins October 7!

The Retail Branch Manager Development Program (RBMDP) is designed to provide retail bankers with a strong foundation in the management, operational, and lending aspects of the branch environment. It is tailored for current and aspiring branch managers who need to balance leadership with the technical demands of a retail branch.

Core Objectives

  • Holistic Lending: Mastering the fundamentals of consumer, mortgage, and commercial lending to identify opportunities and manage borrower relationships.

  • Team Leadership: Learning to coach and motivate staff, resolve branch pain points, and build an engaged team that delivers a consistent customer experience.

  • Revenue Strategy: Identifying untapped revenue opportunities and using market data to drive branch performance.
     

Key Features

  • Technical Training: Covers complex topics like cash management, treasury services, and financial statement analysis.

  • Strategic Growth: Focuses on purpose-driven recruiting, behavioral interviewing, and effective delegation.

  • Customer Journey: Using data analytics and customer psychology to master the art of engagement and retention.

 

The program typically spans several months with a commitment to monthly sessions and individual homework, often including a mentorship component within the participant's own institution.

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