Branch Manager and Head Teller Training – Part 1: Selling the Importance of Controls & Procedures to Your Staff
August 25, 2025 | 1:30 pm – 3:00 pm CDT
Dual control, cash limits, and creating a solid documentation trail are essential to protecting yourself and your staff. Take time to learn how to sell the importance of controls and procedures to your staff as no one wants to be subject to an investigation.
What You’ll Learn
- General principles of branch dual control areas
- Identify basic principles of managing and motivating people
- Staff training techniques
- Use of positive, constructive feedback
- Relate the “fraud triangle” to frontline operations
- Develop “cheat sheets” (procedures) that successfully guide your staff
- Learn to recognize personnel red flags
Branch Manager and Head Teller Training – Part 2: Critical Aspects of Developing Your Staff
August 27, 2025 | 1:30 pm – 3:00 pm CDT
This webinar will cover best practices for improving your team’s performance, including communication methods, creative learning experiences, teamwork, organizational skills, management principles, and performance feedback.
What You’ll Learn
- Identify basic principles of managing and motivating people
- 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
- Lead effective staff meetings
- Implement organizational skills to improve your team’s performance
- Utilize positive, constructive feedback
Who Should Attend
This informative session is designed for branch managers, assistant branch managers, client services managers, supervisors, head tellers and others interested in advancing their managerial skills.