Teller Training - Overcoming Resistance

Begin with exploring what the purpose of the training will be for the established teller. Some tellers have done this job a long time and may be described as "stuck in their ways" or even "not going to change".   Whether you are the teller trainer, the mentor or the supervisor when your training efforts hit the armor of a resistant teller it will never feel good.  So prepare your training with resistance in mind so you can meet it and turn the resistant teller into a learner. 

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Train the Trainer Boot Camp, honey@interaction-training.com

Keeping in mind all training must be purposeful, here are five points to consider that can help you be well prepared for training a resistant teller.

Be certain to communicate to all learners the value and purpose of the training from their perspective.  Always assume people want to excel on the job.

1.  Clearly Stated Goals

What is the point of the training?

What are the expected outcomes of the training?

Is the training intended to prevent problems?  Correct problems? Prepare the teller to make a change?  Is the training intended to introduce or change new skills or best practices?

Example: The point of the training is to increase efficiency, reduce errors and heighten understanding of using the platform system.

2.  Content

What content is needed to support the stated goals?

Example: If the goal is “to increase efficiency and heighten skills linked to using the platform system” what information should you present to reach that goal?  Create a workbook with screenshots?  Can you build in using a “test bank”?

3.  Appropriate Delivery Option

How should you present the training?

Example: One-on-one?  Classroom?  Virtual?  How will you make it memorable?  How will you keep the learners involved?   What training tools will they leave with?  Will you include a quick reference guide and exercises they can do on their own?

 4.  Assessment of Learning

How will you know if trainees have learned the content?

How will you know if the learning goal was achieved?

Example: A hands on demonstration by the trainer and then by the trainees might be used to teach the platform system application.  For these types of skills, a mastery of at least 90% of the exercise content is a reasonable standard.  If an individual achieves the 90%, the goal has been met.

5.  Additional Support

What kind of an intervention should you plan or implement to provide additional support for the trainee?

Example: If lack of understanding persists after having received initial instruction on a task, you should provide additional information, experience, discussion, etc. Will you provide follow-up or advanced training?  What expectations for additional support have been conveyed to the supervisor?  Re-enforcement instruction should continue until the trainee displays mastery of the task or information.

Overcome resistance by developing training programs that are purposeful and focused on the learner.  Help move the resistant teller to being cooperative and unstuck!

Still learning,

Honey

Working on Work Relationships

Nothing including salary can offset the stress associated with working with someone you need to get along with and for whatever reason you don’t.  Not getting along with is a broad description.  You won’t like everyone, everyone won’t like you.   That’s not new news.  What might be new news is becoming aware of what your choices really are about dealing with it.

In my last blog I suggested you ponder key questions you could ask yourself in order to begin to manage yourself in the relationship.  Here are some helpful suggestions and ideas for you to add to your picture of what you can do to reduce the stress or possibly improve how the relationship is working.  One thing that will help immediately is for you to decide how much you are going to think about the relationship and then set up your mental boundaries around your thinking. 

Our feelings come from what WE think and do.   The good news about that is that you can manage your feelings, difficult as that may be in heated, stressful or broken relationships.  It’s not up to the other person how you feel it’s up to you.   Depending upon the story around the relationship it’s possible the dysfunction has gone on a very long time and you’ve been at a loss as to what to do about it. The bad news is this…if what you are doing to make it better or to feel better isn’t working you will have to come with a new approach.

In order to “work” on the relationship you will have to start with what you want to have happen and what you are willing to do about what you want.  This is a stretch when your feelings are hurt or you’ve been dragging around resentment for too long.  As you consider what you want strive to be realistic and ultimately not make the want about anyone but you.  That will be a challenge.

Some of this relationship business takes courage and most of it takes training.  All of it requires work.  If you want to get really good at working out what isn’t working in a relationship begin to frame what you need to do as practice.  You will need practice working out differences, offenses, slights and broken promises with others.  Don’t forget that you too will provide opportunities for when you “malfunction” in working well with others. 

So for today pick up your pen, write out your thinking about this relationship that isn’t working.  Include your feelings.  Then ask yourself what you want to have happen.  Keep working and writing on what you want until you feel you have an acceptable list of wants that are appropriate for you, for your values; wants that are attainable, realistic and dependent on your actions. 

Keep in mind you will want to think through where you are now and where you want to be with regard to your happiness.  How much of your happiness are you willing to surrender to focusing on what you can’t do anything about?  How much of your happiness are you willing to give up because you afraid are to face your opponent and express your willingness to work on working out what isn’t working? 

Your happiness is not dependent on others, though it will be influenced and impacted by others.  Your happiness goal is in your hands, you will need to adjust your thinking and doing in order to maintain the level of happiness you are committed to. 

The key is taking ownership of your happiness.  Your happiness is tied to your ability to self-evaluate and self-correct.  We need successful relationships; they are the primary source of our happiness.

More on thinking, doing and wanting to come! 

Still learning,

Honey

Coaching - Mary, Mary Quite Contrary

Conclusion...

Mary finally did what you asked and you engage her in the following conversation.

The Coach        “Mary, let’s go over this together.”

Here’s her list

Behaviors required of my job                         How well I do them (scale of 1 – 5)

Friendly                                                                       4                                                         

Team player                                                                 4

Dependable                                                                  5

Professional                                                                 5

Skills required of my job                                   How well I do them

Know the job                                                                5

Accuracy                                                                     5

Computer-related skills                                                 4

Problem-Solving                                                           4

The Coach        “Mary, I know you were resistant to working on this with me and I am glad you finished the assignment.  Where we started from was - I had asked you how well thought of you wanted to be working here.  You said 4.5 on the 1-5 scale.  This assignment was intended to help you get your 4.5.  Would it surprise you if I told you that every score you gave yourself needs to be lowered by one point and that I would say you are off by at least a point of getting what you want.  So if you want to obtain a 4.5 you will have to raise the bar on your effort and remove the cloud that interferes with both your behaviors and your skills.”

Mary     “What makes you say that?”

The Coach        “Each of the behaviors and skills are compromised by your persistent mood-related behaviors like angering, snubbing your co-workers and choosing to be blunt, resistant and unkind.  Do you think you are willing to stop choosing behavior that has a negative impact on your success?  If you are I can help.  The first step will be for you to build a plan that helps ensure you stop doing what isn’t working and start doing what is in your best interest,” 

Remember to stay focused on your goal.  Your goal is to have Mary take responsibility for behavior that is out of line and harming teamwork and her professional reputation.  Watch out for getting hooked or giving up or buying into myths that you tell someone something one time and that is all it takes.

Coaching isn’t magic.  Mary is a hard case.  Remember to focus on what YOU WANT and teach others to do the same. That is motivation, reaching for what you want.  Help others reach, help them see if what they are doing is working.  The teacher will become the student and Mary just might be less contrary.

Still learning,

Honey

Coaching - There's Something About Mary

Mary shows up for the meeting without any paperwork and is sporting her angry face.  You inquire about the assignment and…

Mary     “I didn’t do it, I think this is ridiculous.  I do my job and I don’t appreciate being singled out to do some assignment about all this.”

The Coach        “Well, since you didn’t come prepared, you can finish the assignment now.”

Mary     “What if I don’t?”

The Coach        “What do you think will happen if you don’t?”

Mary     “I don’t know, it just doesn’t seem important to me.”

The Coach        “It’s important to your job, is your job important to you?”

Mary     “Well, yes but I don’t see the big deal here.”

The Coach        “It’s going to be as a big a deal as you make it.  I expect and want your cooperation.  I gave you an assignment, I expected you to finish it.  So here’s the pen, here’s the sheet you were working on last session so finish the assignment and I will be right back.”

You leave the room.  Come back in 5 minutes.

Tomorrow we will conclude coaching Mary.  She is a tough cookie and some of you have been Mary and some of you work with Mary.  The goal is to help Mary see that what she is doing is not going to help her get what she wants.

Does this sound too hard or too easy?  The challenge is stay focused on what you want to have happen.  It’s important you avoid being hooked by her self-defeating, over-empowered attitude and behavior.  Mary needs to get the picture of what is expected of her and to compare what she is doing to what is expected.

Tomorrow we will lower the boom with Mary and work on the outcome. 

Still learning,

Honey