How Effective are Your Retail Management Routines?

Human Resources & Staff Training

Practicing consistent management routines and leading by example provides a clear, transparent roadmap for branch staff to emulate. This webinar will discuss common pitfalls branch management may experience with current routines and teach attendees how to create effective, impactful routines to lead their team to success. This webinar will also identify how to scale routines for universal use throughout your entire organization and how to create best practices for organizations of all sizes.

Who Should Attend: HR Manager, HR Business Partner, Training Manager, Branch Management

Learning Objectives

  • Identify common pitfalls of retail management routines
  • Discover the foundation of effective routines
  • Learn best practices that span organizations of all sizes
  • Gain insight of how this methodology can be modified for the entire organization


Holly Garza
Director of Client Service Delivery
Extraco Consulting
While in management at Extraco Banks, Holly Garza was instrumental in the development of Extraco’s proprietary retail banking methodology, SWARM Banking®, and was responsible for its implementation into Extraco’s culture. Additionally, she helped build grow the retail training program into the fully comprehensive new hire, continuing education, and leadership development program that is in place today. Holly has experience supporting all retail functions; including branch and alternative delivery channel production, talent development, training, and customer experience quality. She also initiated and led the project management of new processes, procedures and products to enhance both the customer and employee experience.  Since 2011, Holly has been assisting community banks across the United States with universal banker strategies and process improvement efficiencies through Extraco Consulting

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


Click here to register online