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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Banking & Financial Services
Bank Branch Management
Duration
3 Days
Delivery
In-house, public or online
From
R13,000 per delegate
Certificate
On completion
Course overview
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.
What you will be able to do
- 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
Course outline
01
The branch manager's three roles: sales, service and control
02
Setting targets, managing pipelines and coaching the team
03
Daily and weekly management routines that actually work
04
The branch control environment and loss prevention
05
Reading branch performance data and diagnosing problems
06
Escalated complaints, difficult customers and conduct risk
07
Staff development, scheduling and succession in the branch
Upcoming public sessions
| Dates | Venue | Duration | Fee per delegate |
|---|---|---|---|
| 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 exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote
Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.
EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673 · training@eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za