Head Tellers & Branch Managers: Handling the Critical Aspects
On-Demand Webinar
StreamedDec 3, 2024Duration90 minutes
- 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
Everyone has unique talents and skills. Are you using them to build an effective team?
Loaded with tools for head
tellers and branch managers, this webinar will address delegation, engagement,
communication, teamwork, onboarding, coaching, overcoming resistance,
evaluations, and more. Don’t miss this one-of-a-kind opportunity to learn management
best practices and get a multitude of hands-on tools to engage your team.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Identify basic principles of managing and motivating people
- Employ positive, constructive feedback
- Delegate to create empowerment
- Recognize the important components of employee onboarding
- Understand the hierarchy of learning and training categories
- Deliver memorable training to enhance retention
- Address an overflowing email inbox
- Lead effective staff meetings
- Overcome resistance to change
- Implement organizational skills to improve your team’s performance
- Sell the importance of dual controls for preventing fraud
- Create “cheat sheets” that will successfully guide your staff
- Set the tone for success
WEBINAR DETAILS
Branch leadership (i.e., branch managers, assistant
managers, head tellers) is a journey of continuous learning and growth that
must embrace challenges, motivate others, and adapt to change. A cohesive team
fosters growth and productivity, and ultimately provides opportunities to
recommend deposit accounts, loans, and other financial products to
accountholders – or potential accountholders. While internal controls and new
account goals are critical, so is creating a work environment where branch
staff is empowered, informed, and works as a team. Developing a strong team
starts with an effective new employee onboarding experience and uses employee
feedback to continually coach and develop team members while adhering to policy
and procedures.
Participants will receive tools to enable tellers
to communicate more effectively. Two surveys designed for team leaders to learn
more about their team and corporate culture will be provided along with tips for
welcoming a new employee. A unique performance evaluation will be included to
help both managers and team members enhance their banking skills. A review of
the fraud triangle components will assist managers in selling the importance of
branch controls. This one-of-a-kind
webinar will cover characteristics of effective communication, the art
of delegation, developing creative learning experiences, overcoming resistance,
teamwork, organizational skills, management principles, and performance
feedback.
WHO SHOULD ATTEND?
This informative session
is designed for branch managers, assistant branch managers, service managers, supervisors,
head tellers, and others interested in enhancing their managerial skills.
TAKE-AWAY TOOLKIT
- Sample performance evaluation
- Sample surveys to identify specific staff and institution needs
- Checklist for onboarding new employees
- Website references with useful financial industry information
- Sample procedure format
- 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
Molly Stull
Brode Consulting Services, Inc.
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