Mar 4, 2024
This two-part webinar will cover the essentials for training your staff and the importance of establishing robust procedures and clear communication.
Included Webinars
March 4th, 2024
2:30 am - 4:30 pm EST
Branch Manager & Head Teller Training - Part 1: Selling the Importance of Controls & Procedures to Your Staff
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.
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
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.
Molly began her banking career on the teller line while working on her undergraduate degree and has continued working in the financial industry ever since. Some of her experience includes roles in operations, business resumption planning, consumer compliance, and conducting audits. Her favorite role is ensuring that her audience, whether on the sports field or in the financial industry, understands the "why" behind the rule. Her wealth of financial knowledge and her numerous years of experience enable her to relate the material to the audience.
Available Upgrades
AyZha Hazelwood, Education Meeting Coordinator
Ahazelwood@indiana.bank
317-387-9380