Branch Managers & Head Tellers: Managing the Critical Aspects

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.