Branch Manager & Head Teller Training: Developing, Motivating & Onboarding Team Members
December 16, 2025
Live Webinar
DateDec 16, 2025Duration90 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
Branch leadership begins with intentional onboarding.
Building a strong team starts
prior to day one and includes developing a plan for a welcoming,
well-structured experience that lays the foundation for long-term success.
Whether guiding new hires or seasoned staff, this session will offer practical
tools and fresh perspectives to lead with purpose and continuously develop team
members.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Design onboarding experiences that set up new hires for success
- Understand core principles for effectively managing the team
- Provide positive, actionable feedback that drives performance
- Delegate responsibilities in a manner that empowers employees
- Facilitate engaging training sessions that improve retention and results
- Run focused, productive, engaging staff meetings
- Establish a positive tone that cultivates a high-performance culture
WEBINAR DETAILS
Branch leadership — whether a branch manager,
assistant manager, or head teller — is more than a title; it's a journey of
continuous growth, adaptability, and inspiration. Strong branch leadership sets
the foundation for team performance and accountholder satisfaction. Designed
specifically for branch managers and head tellers, this powerful training will deliver
practical tools and strategies to develop your team, keep them motivated, and
ensure a smooth, impactful onboarding process.
A high-performing branch doesn’t just meet goals —
it builds relationships. A well-connected team drives productivity and
identifies opportunities to recommend deposit accounts, loans, and financial
services to both accountholders and prospects. While meeting internal controls
and account-opening targets is essential, cultivating a workplace where staff
feel empowered, informed, and united is what truly sets a branch apart.
WHO SHOULD ATTEND?
This dynamic session is
designed for branch managers, banking center managers, assistant managers,
service managers, supervisors, head tellers, and anyone looking to strengthen
their leadership abilities and advance their managerial skills.
TAKE-AWAY TOOLKIT
- Onboarding checklist
- Sample personal development plan
- Employee questionnaire
- Introductory period appraisal
- 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.
Presented By

Brode Consulting Services, Inc.
Other Webinars That Might Interest You

Consumer Lending Regulatory Compliance
by Mary-Lou Heighes

Navigating Agricultural Lending Challenges in 2026: Economic Conditions, Financial Expectations & Supporting Troubled Borrowers
by Robert L. Viering

Performance Reviews: Practicalities, Best Practices & Landmines
by Diane Reed

Handling Court-Ordered Accounts: Estates, Guardianships, Conservatorships & Bankruptcies
by Deborah L. Crawford

TRID: Auditing the LE & CD for Compliance
by Molly Stull

E-SIGN, E-Statements & E-Disclosures: Compliance & Best Practices
by Nancy Flynn

Competing for Frontline Talent in Today's Marketplace
by Diane Reed

BSA Officer Part 2: BSA Reporting to the Board
by Dawn Kincaid

Teller Excellence Series: Opening Nonresident Alien Accounts
by Deborah L. Crawford

Dealing with Employee Discipline, Complaints, Performance Issues & More
by Diane Reed
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC


