Start Coaching & Stop Hovering Over the Branch
Do you want your staff to demonstrate professional maturity and balance, be accountable and on time, and excel at sales and service? Sounds good, doesn't it?

This program will focus on retail performance management – it’s the key to the branch staff becoming motivated and responsible. Are you ready to learn how to work with your staff to create a performance plan that enhances what they do well and works on what needs improvement?

Traditionally, the role of the manager was to develop the plan, inform the employee of the goals and objectives and tell them how to meet them. The employee had very little input.

This best practice approach involves both the employee and the leader. Once the employee is made aware of the expectations and goals, the next step is for the teller to create a performance plan outlining how the goals will be met. The leader’s role in the planning stage is to act as an adviser, a guide, a coach. Once a plan is in place, a coaching schedule is established to address progress or the need for it.

What gets in the way of this process? Maybe you face resistance, lack of cooperation, old grudges and resentments. Or it could be an inexperience or lack of time to dedicate to the process. Tune in and learn how to take success to a new level - start coaching, stop hovering over the branch!

Covered Topics

  • Accountability
    • Areas of responsibilities
    • Performance planning
    • Utilizing a scorecard
  • Competency
    • Skill sets and behavior expectations
    • Solve training issues
    • Tracking and measuring performance
  • Professional Development
    • Raising the bar
    • Understanding motivation
    • Managing diversity
  • Implementing Coaching Choices
    • Use a proven and effective method to mentor and coach
    • Learn what to say, how to say it
    • Explore what to do when the plan doesn’t work


Anyone who trains or leads your branches and others you expect to have step into the role of branch manager!


Honey Shelton brings the best of both worlds to her speaking and training engagements. She has 25 years of experience as a training and quality improvement consultant for banks and banking associations across the country. Her banking background includes spending three years as Executive Vice President/Chief Retail Banking Officer with First Victoria National Bank.

Nationally recognized as an outstanding speaker, over a half million bankers have participated in programs Honey has presented. Her depth of knowledge, enthusiasm, and compelling personality has left her lasting mark on InterAction Training, the firm she founded in 1983.

As a graduate of the School of Bank Marketing from the University of Colorado, she realizes the value of quality education. Honey invests time as a faculty member for banking schools around the country. She is a repeat presenter for most of the state banking associations. 

Honey continues in her own personal pursuit of excellence and is a member of the American Society of Training and Development (ASTD). Currently she is pursuing a self study program on Six Sigma. She has obtained certification in Reality Therapy from the William Glasser Institute as well as certification from the Training and Development Program at Texas A & M.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 CE Credits


Live Webinar which includes 7 Day On-Demand  - $265
Six Month On-Demand – $295
Live plus Six Month On-Demand – $365
CD-ROM (Includes Six Month On-Demand) – $325
Premier (Includes all options) – $395
Additional Locations – $75                    


Online: Click here.

Phone: Call Total Training Solutions at (800) 831-0678

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