Head Tellers & Branch Managers: Handling the Critical Aspects

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.