Bank Branch Management
A branch manager runs a sales operation, a service operation and a control environment at the same time. This course brings those three demands together into a single practical management approach.
Course outline
What this programme covers, module by module.
- 01The branch manager's three roles: sales, service and control
- 02Setting targets, managing pipelines and coaching the team
- 03Daily and weekly management routines that actually work
- 04The branch control environment and loss prevention
- 05Reading branch performance data and diagnosing problems
- 06Escalated complaints, difficult customers and conduct risk
- 07Staff development, scheduling and succession in the branch
What you will gain
- Set and manage branch sales and service targets
- Lead and develop a branch team through daily routines
- Maintain the control environment that prevents loss
- Analyse branch performance data and act on it
- Handle escalated customer complaints and difficult situations
- Balance sales pressure against conduct and suitability obligations
Who should attend
- Branch and assistant branch managers
- Team leaders and supervisors in banking
- Area and regional managers
- Staff preparing for branch management
Upcoming sessions
| Date | City | Duration | Fees | Book |
|---|---|---|---|---|
| 2 to 4 Nov 2026 | Cape Town | 3 Days | R13,000 | |
| 10 to 12 Nov 2026 | Johannesburg | 3 Days | R13,000 | |
| 30 Nov to 2 Dec 2026 | London | 3 Days | US$1,500 | |
| 11 to 13 Jan 2027 | Dubai | 3 Days | US$1,500 | |
| 1 to 3 Mar 2027 | Pretoria | 3 Days | R13,000 | |
| 10 to 12 May 2027 | Durban | 3 Days | R13,000 | |
| 12 to 14 Jul 2027 | Cape Town | 3 Days | R13,000 |
Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.
Enquire about this course
Register your team or ask for a tailored in-house quote. We reply within one working day.
WhatsApp usCourse brochure (PDF)- Fees from
- R13,000 per delegate
- Duration
- 3 Days
- Field
- Banking & Financial Services
- Formats
- In-house, public, online
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