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Head Teller Development: Improving Teller Performance Webinar
View Registrations Tell a Friend About This EventTell a Friend

When: Archive only
Where: In Your Credit Union
Contact: Kristina Kirchmer

Online registration is closed.
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The head teller is one of the most important supervisors in your credit union!  A skilled head teller means greater productivity and greater profit.  This session will teach head tellers how to bring out the best in their team and themselves – increasing professionalism and productivity and improving your bottom line! 

You will receive two surveys to learn more about your team and the corporate culture of your credit union, as well as a personal development plan outline.  In addition, you will receive a unique performance evaluation form that will help both the supervisor and team members develop their banking skills.  This one-of-a-kind, credit-union-specific webinar will cover communication methods, motivation, service orientation, training, and performance feedback.  It will be the best training your head teller receives this year! 


    • Develop the tools needed by your team
    • Training about products, regulations, credit union objectives
  • Productive staff meetings
  • Four basic principles of managing people and motivating them
  • Strong organizational skills improve everyone’s performance
  • Establishing a service culture
  • Developing your staff one-by-one by using a personal development plan
    • Sample surveys to administer to identify specific needs of your staff and the branch
    • Personal development plan for your team members
    • Sample performance evaluation
    • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

This informative session is designed for head tellers, however, branch staff will also benefit as it will open communication within the team, thus helping to determine what works best for your credit union.

ABOUT THE PRESENTER – Ann Brode, Brode Consulting Services, Inc.
Ann Brode began her career in 1973 and has continued her service as a consultant to regional and community financial institutions through a wide range of areas including strategic planning, lending, deposits, marketing, training, compliance, and management.  Ann is a well-respected presenter and has spoken to audiences across the country for 25 years.  She has presented sessions for numerous state associations and has taught at the School of Banking Administration at the University of Wisconsin as well as many other state banking schools.  Ann is the author of The Bank Deposit Documentation Manual for Front-Line Personnel, published by Bankers Publishing Company, and is well represented in numerous industry publications.

Educational Investment:

Asset Size Archive Only
Over $75 million

Regular Fee: $159

Back to School Discount: $79.50*

$25 - $75 million

Regular Fee: $139

Back to School Discount: $69.50*

Under $25 million

Regular Fee: $79

Back to School Discount: $39.50*


*Discount will be applied after registration has been received. 

Education Scholarship

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.



Upon registration, you will receive an email confirmation that you can print for your records.