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Coaching Tellers to Excellence

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

Beginner Friendly

DATE

Thursday, October 22, 2026
2:30 pm - 4:30 pm

INSTRUCTOR

Janice Branch

FORMAT

Webinar

CREDIT TYPE

2 SHRM-CP Credits

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Customer Service
  • Deposit Accounts
  • General Compliance
  • Human Resources
  • Management/Employee Development
  • Teller
  • Branch Manager
  • Deposit Operations Manager/Specialist
  • Human Resources Officer
  • Training Manager
  • Trainer

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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.

What You'll Learn

  • Potential Roadblocks and Pitfalls to Effective Coaching
  • Coaching Definition
  • Coaching Success Factors
  • When to Coach; When to Discipline
  • Success Factors for the Coach
  • Factors Needed for Successful Coaching
  • Understanding Needs
  • How to Coach

Who Should Attend

If you manage, lead or train tellers don’t miss this!
Janice Branch

Instructor Bio

Janice Branch has been a senior training consultant for InterAction Training for twenty 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.

Continuing Education Credit Information

Coaching Tellers to Excellence has been approved for 2 SHRM-CP credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://portal.shrm.org/.

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