Coaching Tellers to Excellence

Coaching Tellers to Excellence

Thursday, May 6, 2021 
2:30 pm – 4:30 pm Eastern

How successful do you expect your tellers to be? How successful do they want to be? How big is the gap between what you want and what they deliver on?

It's a fact: Coaching your tellers decreases teamwork issues, teller drawer outages, compliance/audit infractions and customer dissatisfaction. This webinar teaches managers and supervisors how to improve their teller’s performance with on-purpose and spontaneous coaching. Looking for ways to encourage your tellers to cross-sell and knock it out of the park with sizzling customer service? Tune in and find out how to do just that. Do you wonder if some of your teller staff is just showing up instead of stepping up? Get busy putting effective coaching to work on your teller line.

This program will help you see how you can put coaching techniques into your leadership skills and get positive and meaningful results.

Topics Covered:

  • Collaborate with you about what it means to succeed in this position
  • Self-evaluate if how they act and how they learn is getting the job done
  • Increase their professional maturity
  • Act and dress appropriately
  • Make a positive and memorable impression on the customer
  • Appropriate cell phone usage during work
  • Follow proper procedures when handling cash and cashing checks
  • Stay on top of what is required to be in-line with all audit and compliance matters
  • Spot opportunities with customers to cross-sell the right way
  • Elevate skills around balancing
  • Seek and accept feedback

Who Should Attend? 

Head Tellers, Teller Supervisors, Branch Managers and Trainers can all benefit from this webinar.

Instructor

Janice Branch

Janice Branch has been a senior training consultant for InterAction Training for over twenty-five years. She is a very seasoned presenter that has all the right stuff to wow her participants about the subject matter. Prior to joining InterAction Training, Janice was the Senior Manager of Training for Consolidated Communications where she managed, designed, coordinated and presented training programs for this multi-state telecommunications company with over 1000 employees.  Whether it is teaching how to coach, manage, lead, negotiate, service, sell or train at every level in an organization or if it is consulting on problem solving and servant leadership, Janice is the "go-to" person every bank wants to hear from. Participants appreciate her "been there, done that" humor along with her expert ability to facilitate learning.

Janice has obtained a Bachelor of Business Administration with a major in Management from Almeda University and is certified by the University of Houston in Leadership and Management. In addition, Janice has obtained trainer certifications from Achieve Global and Development Dimensions, Inc.A native Texan she enjoys many pursuits in addition to teaching and learning but none more than being a grandmother and tending to her ten acre home in Montgomery, Texas just north of Houston.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Total Training Solutions

If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Patti Webb, (614) 610-1877.

Registration Options (Member/Non-Member Pricing)

Live Plus Five ($265/$400) – Attend the live event and receive five business days of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

Live Plus Five (Additional Hookup) ($175/$265) – Registering another banker from a different location for Live Plus Five.

OnDemand Recording ($295/$450) – Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.

CD-ROM ($345/$515) – Receive the webinar recording on a CD-ROM 7-10 business days after the Live event or your registration date (whichever is the latter). Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.

Live Plus Six ($365/$545) – Attend the live event and receive six months of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

Premier Package ($395/$600) – Includes all three base options. Live attendance, OnDemand Playback for six months, and the CD-ROM.

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