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Confident Delegation for Bank Managers: A Leadership Workshop

This practical, engaging workshop is built specifically for busy managers, supervisors, and lead staff who feel overloaded, stretched thin, or unsure how to delegate without risking dropped balls or damaged trust.

OnDemand
Recorded Thursday,
October 2nd, 2025
Presented by Heather Legge
2h total length
2 SHRM-CP Credits
$450.00 or 4 Tokens

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Human Resources
  • Management/Employee Development
  • Board Member
  • Branch Manager
  • Compliance Officer
  • Deposit Operations Manager/Specialist
  • Facilities Manager
  • Human Resources Officer
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Risk Manager
  • Senior Management
  • Training Manager
  • Trainer

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If you’ve ever said, “It’s just easier if I do it,” this session is your breakthrough. Learn how to delegate with confidence and clarity, empower your team to take ownership, and shift your focus from task overload to high-impact leadership.

You’ll walk away with actionable tools and a new mindset that helps you create more trust, less rework, and more time for what matters most.

What You'll Learn

  • Identify which tasks to delegate using a simple role analysis framework.
  • Apply the PTR framework to communicate clear expectations.
  • Avoid common delegation pitfalls, including micromanaging and unclear handoffs.
  • Overcome internal barriers to delegation such as control tendencies, perfectionism, or fear of mistakes.
  • Build trust and accountability on your team by delegating as a leadership development tool.
  • Free up time to focus on strategic initiatives, coaching staff, and personal sustainability.

Who Should Attend

This session is ideal for supervisors, managers, directors, and leaders at all levels who would like to increase team performance and recapture lost time for other pursuits.

Heather Legge

Instructor Bio

Heather Legge is a training specialist and certified executive coach, founder of Envision Success Inc, and author of Lead With Moxie. She is a senior training consultant for InterAction Training and is known for her presentation and delivery expertise.

Previously, she earned her Master's in business administration and spent over 15 years in multiple industries transforming organizational performance through business analysis, project management, training and employee development.

She is passionate about making a positive impact in her local community and far beyond. She is always engaged in several networking, professional, and philanthropic groups.

Continuing Education Credit Information

Confident Delegation for Bank Managers: A Leadership Workshop has been approved for 2 SHRM-CP credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://portal.shrm.org/.

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