Branch Managers & Head Tellers:  Managing the Critical Aspects

Wednesday, June 7, 2023
3:00 pm – 4:30 pm Eastern

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

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

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.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

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