Webinar: Head Tellers & Branch Managers: Handling the Critical Aspects
December 3, 2024 3:00 pm - 4:30 pm
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
Speaker: Molly Stull, Brode Consulting Services, Inc.
Molly Stull began her career as a teller while working on her undergraduate degree and has continued working in the financial industry ever since. She has experienced the growth of a hometown bank, branch mergers, charter changes, name changes, etc. Molly has activated business resumption plans, performed secondary market quality control reviews, processed wires, filed SARs, and coordinated reviews with external auditors and examiners. Her favorite role has always been educating staff and strongly believes that if staff understands the reason for a process they will be more compelled to follow the procedures. Molly holds a bachelor’s from the University of Akron and an MBA from Ashland University.