Program Evaluated

Retail Branch Manager Training

Customer: US Bank

Program Description:

  • Branch managers enroll in a self-directed learning program known as The Branch Manager Toolbook
  • The program is designed to help branch managers and assistant branch managers be more effective in their leadership roles


  • Two modules of the Toolbook were selected for this analysis that contain content related to improving
    – Consumer loans
    – Demand deposits
  • 511 branch managers who completed the modules were analyzed


  • The analysis definitely demonstrated the favorable impact of the demand deposit training on the level of deposits in the trained managers relative to the untrained managers
  • The ROI from this impact was more than triple digits, far above the corporate investment threshold
  • Trained managers did not show an improvement in consumer loans due to the training