Branch Managers & Head Tellers: Managing the Critical Aspects
On-Demand Webinar:
StreamedJun 8, 2023Duration90 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
How is your team’s teamwork? What are you doing to increase/improve their efficiency, professionalism, communication, and accuracy?
Packed
with tools for branch managers and head tellers, this webinar will address
empowerment, leadership, 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.
AFTER
THIS WEBINAR YOU’LL BE ABLE TO:
- Identify basic principles of managing and motivating people
- Employ positive, constructive feedback
- Recognize the important components of employee onboarding
- Understand the hierarchy of learning and training categories
- Deliver memorable training to enhance retention
- Analyze the effectiveness of communications
- Manage an overflowing email inbox
- Lead effective staff meetings
- Implement organizational skills to improve your team’s performance
- Sell the importance of dual controls for preventing fraud
- Develop “cheat sheets” to successfully guide your staff
- Set the tone for success
Check out this podcast, were we visit with Molly Stull of Brode Consulting Services about some of the critical aspects that branch managers and head tellers need to keep be mindful of as leaders within their credit union:
WEBINAR DETAILS
Branch leadership (i.e., branch managers, assistant
managers, or head tellers) must constantly strive to improve their team and
themselves. Better performance increases professionalism 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 the branch staff is empowered, efficient, and working as a
team. This webinar will address how to engage staff, conduct efficient
meetings, and further develop personal coaching skills to strengthen the team,
including best practices for overcoming resistance. Developing a strong team
starts with an effective new employee onboarding experience and uses feedback
to continually coach and develop team members while adhering to policy and
procedures.
Participants will receive learning-engagement 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 on welcoming a new employee to the team. A unique
performance evaluation will be included to help 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 communication methods, developing creative
learning experiences, teamwork, organizational skills, management principles,
and performance feedback.
WHO SHOULD ATTEND?
This informative session
is designed for branch managers, assistant branch managers, supervisors, head
tellers, and others interested in advancing their managerial skills.
TAKE-AWAY TOOLKIT
- Sample performance evaluation
- Sample surveys to identify specific staff and institution needs
- Checklist for onboarding a new employee
- 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.
TESTIMONIALS
"She was direct and to the point and you could tell how knowledgeable Molly was in all subjects. I believe I can use the material taught in the webinar to make myself an exceptional manager."
- Nicole, Carolina Foothills Federal Credit Union
"Being completely new to a management role, this webinar helped me immensely when it comes to understanding how to manage properly and professionally!"
- Marissa, Winston Salem Federal Credit Union
Presented By
Brode Consulting Services, Inc.
© 2023 FINANCIAL EDUCATION & DEVELOPMENT, INC