From Frontline to Teller Supervisor: Developing Skills & Making a Smooth Transition

Registration Options & Pricing

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Recorded Webinar Includes

  • Recording of the Live Webinar
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up

This is a 90-minute webinar.

Making the transition from being part of the frontline team to being the frontline supervisor is one of the hardest steps in anyone’s career. The individuals you supervise today were your buddies yesterday. That scenario comes with multiple hazards that every new supervisor needs to avoid. It’s a careful balance developing your own management style while engaging the support of your team. There can be many emotions involved in the process and conflicts to resolve. Regardless of experience or maturity, it’s the new supervisor’s job to get everyone onboard and working together as a team. This program will address the common pitfalls that new supervisors face and offer positive solutions that can be implemented immediately.

Recorded Thursday, June 25, 2015

Attendance certificate provided to self-report CE credits.



  • Communication is key – knowing when to speak and when to listen
  • Developing your team by productively delegating projects
  • Setting realistic goals and creating an enthusiastic recognition program
  • Ongoing training for your staff and yourself
  • Recognizing the difference between coaching and mentoring
  • Hiring pitfalls new managers need to avoid
  • Understanding the importance of onboarding

    • Grab-bag of motivational goodies
    • Checklist to measure the onboarding process
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


This informative session is designed for new frontline supervisors including teller supervisors, lobby managers, operations managers, and anyone transitioning into a management role.

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


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