The Branch Manager’s Toolkit Part 1: A Guide to Team Development

November 9, 2026

Frontline & New Accounts Managers & Supervisors

Live Webinar:

DateNov 9, 2026Duration90 minutes

08:00 AM PST09:00 AM MST

10:00 AM CST11:00 AM EST

Unlimited connections for your institution
Available on desktop, mobile & tablet
Take-away toolkit
Presenter’s contact info for questions

On-Demand Webinar:

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Act early. Collect smarter.

Identify troubled borrowers sooner and use proven communication strategies to improve repayment, protect borrower relationships, and reduce charge-offs before delinquency becomes a major loss.

KEY WEBINAR TAKEAWAYS

Borrower behaviors and account trends that signal increasing collection risk
Focusing collection resources where they can have the greatest impact — prioritize accounts with use risk ratings and segmentation
Matching timing, channel, message, and approach to the borrower’s situation and stage of delinquency
Structured strategy that improves repayment, preserves borrower relationships, and reduces charge-offs — turn early intervention into better results

The Branch Manager’s Toolkit Part 2: A Guide to Individual Development – Accountability, Delegation & Difficult Conversations

BONUS MATERIALS

Borrower communication scripts and conversation toolkit
Early delinquency risk rating and prioritization matrix
Borrower warning signs and behavioral indicators checklist
Early intervention contact strategy and timing guide

WEBINAR DETAILS

Borrower behavior changes as delinquency ages and early intervention is critical to preventing small delinquencies from becoming major losses. This session teaches how to identify at-risk borrowers, risk rate accounts, and engage at the right time to maximize repayment success. Learn proven communication strategies, leverage data and trends, and personalize outreach for the greatest impact. Attendees will gain actionable tools to strengthen recovery, protect borrower relationships, and significantly reduce charge-offs through proactive, structured early intervention.

WHO SHOULD ATTEND?

Collection managers
Collections
Lending
Loan servicing
Risk management
Compliance officers
Branch staff
Contact center

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.