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How to be a Successful Head Teller

November 1st, 2017 9:00 AM – 3:00 PM


How to be a Successful Head Teller
November 1, 2017
9:00 am – 3:00 pm

Session Overview
The challenges of being a head teller are numerous. This program provides participants with key skills, to help them achieve branch goals, develop professionalism and productivity in their team, become an effective supervisor, manage time, delegate duties, and conduct effective coaching.

Key benefits of attending this session are:

  • Reduced Teller Turnover
  • Better Morale
  • Improved Customer Service

Highlights Include:

  • Responsibilities Of A Teller Line Supervisor
  • Effective Goal Setting
  • Effective Time Management
  • The Importance Of Delegating
  • The One Major Key To A Successful Staff - Training And Coaching
  • Motivating A Teller-line For Success
  • The Keys To Teller-line Teamwork

Session Agenda
8:30 am to 9:00 am - Signing in, networking, light breakfast
9:00 am to 3:00 pm - Training 

Who Should Attend
Frontline Tellers

About Your Speaker
John Baptista, Jr.
Principal, Impact Training and Consulting 

John Baptista Jr., knows the financial industry and the business world. John left the world as a commercial banker and entered the private business sector. Having the financial background made the transition to being a successful business owner an easy one.

As a trainer and consultant, his background links his experiences to be a highly sought after speaker. With a strong knowledge of customer relations and “real world” experiences, he brings a unique learning dimension to each of his programs. He is an alumnus of the University of Southern California and the University of San Diego.

As an award winner in the area of customer service and as the youngest branch manager in the history of one of the largest California Banks, he recognized early the importance of customer service.

His training style is described as, “down to earth, refreshing and engaging with a practical approach to education”. He takes the text book and transforms it to the real world using a variety of teaching techniques and methods. From lap tops and I pads, and the use of the internet or webinars, all participants can relate.

This allows individuals to learn skills they can readily use. By being constantly in tune with the issues of today, he relates to all generations. From Millennials to Baby Boomers, his uncanny ability to make participants feel at ease makes his programs extremely interactive, with participants opening-up and being actively involved.

A client writes "John is an exceptional communicator and facilitator, and is great at keeping attendees engaged. He not only knows his stuff, but can target his message to a variety of levels and personalities simultaneously! His style is proven to be different, unique and refreshing. He consistently receives glowing remarks and outstanding evaluations!”

“His informal but informative programs make it both more enjoyable and easier for everyone to stay focused and engaged. He uses great ‘real world’ examples to emphasize key points. His programs are an effective blend of presentation and hands-on participation. His caring, energetic training style is a plus you'll appreciate. John brings laughter, fun and most of all his ability to get others to learn.”

John states, that the motto of Impact Training & Consulting is, “Training That Makes A Difference”. He believes strongly that learning to be effective must result in the ability to apply what you have learned. The result is his programs deliver just that; knowledge that is applied and facilitates change, which produces Training That Makes A Difference!

Session Fees
$290 for credit unions with >$50M in assets
$145 for credit unions with <$50M in assets
$72.50 for credit unions with <$10M in assets

Tuition Reimbursement
Maryland and D.C.-based credit unions with up to $150 million in assets may be eligible for up to 75% educational reimbursement from the Credit Union Foundation of MD & DC.

8975 Guilford Road
Suite 190
Columbia, MD 21046

Event Info


November 1st, 2017 9:00 AM – 3:00 PM


8975 Guilford Road
Suite 190
Columbia, MD 21046


Phone: 4433250772

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