Motivating & Managing the Teller Line: A Program for Head Tellers, Supervisors & Trainers

Want your tellers to balance, be accountable, on time and excel at sales? Sounds good doesn’t it.  This session focuses on performance management – the key to teller motivation and responsibility. You will learn how to work with the teller to create a performance plan that enhances what they do well and works on what needs improvement.

Traditionally, the supervisor’s role was to develop the plan for goals and objectives to be met. The employee had little input. The newest approach involves both the employee and supervisor. The employee develops the plan and sets goals and objectives. The supervisor acts as a coach, mentor and advisor. The employee must understand his/her position and responsibilities and how their goals and performance interact with the organization’s expectations. It is the supervisor’s job to help the employee understand that his/her goals need to be consistent with organizational goals. Once the goals are clear, the supervisor needs to let the employee develop the plan. The employee must be willing to take on this role while the supervisor must learn to empower the employee and provide guidance.


  • Accountabilities/Competencies
    • Areas of responsibilities
    • Skill sets and behavior expectations
    • Change as goals are met
    • Measuring accomplishments
  • Professional Development – Implementing Coaching Choices
    • Attain new skills
    • Use a proven, effective method to mentor and coach
    • Enhance employee effectiveness on the job
    • What to do when the plan doesn’t work


Head tellers, teller supervisors, HR officers & trainers.


Honey Shelton, InterAction Training.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hrs./session CRCM/CBT/CPB/CCSR.


Live Webinar:

Member price: $265.00 | Non member price $530.00

On-Demand Webinar

Member price: $280.00 | Non member price $560.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

4434 W. 29th St., Denver, CO  80212

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.