Monday, March 4, 2013

Training on the Frontline

Interest is high on delivering training that sticks for those deployed on the frontline – tellers and new account reps working in the branching network of financial institutions.  That interest really soars when a frontline employee makes a mistake or is out of balance or handled a transaction that resulted in an unrecoverable outage.   And should a con artist get by the new account screening process at a bank and start scamming the company the alarm for training will be triggered.

(designed exclusively for trainers in financial institutions)
we explore best practices on
planning, designing and implementing training that works
April 15-17, 2013
Houston, TX
Here are a few tips on how to you teach tellers and new account representatives to excel on the job.     It starts with a planned approach that dovetails with your culture, policies, procedures and technological how-to.
Culture – Frontline training must include expectations and standards on how you are to treat the customer and co-workers.  The company’s values, mission, vision and corporate goals have to be a part of this curriculum.  Familiarization training on who’s who, the history of the company, the history of the branch where your trainee will work are just a few of the key subjects that must be covered.
Policies – Distinguish between policy and procedure.  Help the frontline understand the purpose and reasoning for the company’s policies that directly impact them.  How does the frontline access answers to policy questions?  On your Intranet?  In a 500-page manual that only the compliance officer can navigate through?  The frontline has to be trained on effective dialog with customers when following policy that a customer can find objection with or be offended by.
Procedures – All procedures need to be in writing and tested by a user before implementing them.  Well thought-out, consistent procedures are the glue to making training stick with the frontline.  Integrate flow charts, checklists and screen shots along with quick reference guides and a glossary into procedure training for the frontline.
Technological How To – With hands on the keyboard, eyes on the monitor, and plenty of practice, people will learn to use all the systems, applications and software programs they need to become competent with on the frontline.

If you are looking for training solutions or want to elevate the effectiveness of training at your financial institution click here Train the Trainer Boot Camp or email me, honey@interaction-training.com.


Still learning,

Honey

Sunday, December 16, 2012

Hot Tips on How to Avoid Email Embarassment


Everyone that has hit "sent" and regretted it later, raise your hand!  Remorse, embarrassment, damaged reputation, hurt feelings, even job loss are among the consequences that can be the result of emails, texting or postings on Facebook that just weren’t well thought out.  Especially, when we are reactive or too mad, too sad, too glad or are in a state of being thoughtlessly impulsive we are more likely to hit send and then later wish we hadn’t.

Here are some important reminders and tips to maintain your reputation and integrity around all your electronic communications.

1.  Assume that every work email will be read by someone other than to whom it was directed.  Your employer may review your emails at any time for any reason.

When you feel reactive and want to write an email or reply to one, try this.  Put your name in the send to line immediately, draft what you want to say, wait, wait and if you still want to send it, change out your name to the appropriate party.  You will be so glad you did this if you should accidentally hit send.  You'll be giving thanks that all you had to say, that shouldn’t have been said, only went to you.

2.  It is also safe to assume that even when you send an email of any kind from any email account that the emails can be viewed later in civil litigation or by law enforcement with a search warrant.  Of course, every email we send can be forwarded on to persons unbeknownst to us.

3. When you throw something in the "trash" on your computer it is still retrievable by someone who knows all the magic tricks to dissecting your hard drive.

4. Facebook postings are never private.  Photos of you having the time of your life may be enjoyed by your friends but when you post those photos or divulge what's on your mind, remember your friend's friends may be your boss’s wife or husband. Recently, I had someone tell me they went on a job interview and were asked to bring up their Facebook account online in the interview.

Most of us are unlikely to ever have our emails or Facebook posts became a national scandal.  But because nearly all electronic communications are, ultimately, discoverable, you may want to revert to the old fashioned pen and paper for truly private communications.

Before you hit “send” think it over so you can avoid sender’s regret.  Postpone some of your posts in order to derail future Facebook blues that could live you red-faced.

Still learning,

Honey

Monday, November 5, 2012

Who Are Your Sheroes?


I was visiting with a banker from Mississippi the other day and she introduced me to the word sheroe.  The banker explained that she has discovered a few women that she considers her heroes; she calls them sheroes.  Even though Words with Friends won't recognize sheroe as a word I have adopted it.  After our visit, I  spent some time thinking about the sheroes I have encountered, one in particular.

Jackie Greer was a standout shero; an awesome person with a generous heart.  Houston’s first woman bank officer, she had that amazing and special ability to zero in on you and make you feel special.  An hour with Jackie Greer would leave you feeling like you could take on the world.  She died a couple of years ago and I feel certain the stars in Heaven got brighter.  That could be because she ordered and directed a team to get out there and shine every single one of them.  She was adamant about learning, growing and making a real contribution as a show of gratitude for all your blessings.

When Jackie set out to do something it was going to happen.  She had imagination, compassion, a big heart, and a following of both men and women who had the good fortunate to call her friend.  I was never surprised to hear of what was going on with Jackie.  At 70, she became a lead Business Development Trust Officer at a large, independent Houston bank.  At 80, she was helping a corporate group market a new product.  At 90, she wrote her book and throughout her life would frequently volunteer to teach Sunday School or go help someone out.  Jackie never missed a chance to go to bat for a cause she believed in or for someone she cared about.

For decades, she called every visitor that attended a very large Methodist Church to tell them how happy she was that they had visited.  She would engage them; learning all about them.  Before the call ended, she would tell them she wanted to see them again the next Sunday.  One Sunday, she missed church.  It was an excused absence; Jackie had a pacemaker procedure and was in the hospital.  The Senior Pastor called and called her room that Sunday afternoon but the line was always busy.  When he reached her he told her he thought maybe her phone was out of order.  Jackie explained the phone worked fine.  She had someone bring her the visitor's list and she was dialing away.  Jackie was seldom slowed down.  

Years ago, Jackie organized a program to teach young women in a disadvantaged area on how to become confident, well-mannered, successful leaders.  That program is still in place and many of those women have been awarded scholarships and gone on to significant accomplishments.

There are many women that have graced my path that I would call a sheroe.  And, I would have to say that what all my sheroes have in common is this...they are on purpose.  They actively act upon a belief that they have a responsibility to make a difference in the lives of others.  What about the sheroes in your life?

Still learning,


Honey Shelton



Friday, September 28, 2012

From One of Them to Supervisor

Many times a promotion is bitter sweet.  Especially, when you are on a team and then promoted to being the supervisor of that very team.  You are elated that your hard work has paid off and excited to be named a leader but others on the team thought they were just as deserving as you.  You can see a caution light flashing in your future.
 
How do you make the best possible transition from team member to supervisor?   What needs to happen to ensure success?
  • Ask leadership to stage a transition meeting with you and the team to prepare for the change.  In the meeting best practices for how a team can work well together are explored, explained and all participants write out and share what they plan to do to ensure the team can work successfully.  Each person speaks only in “I” statements.
  • Work on building a plan for how you will gauge progress and measure success for the team; ask for input and ideas from each member.
  • Meet one-on-one with each team member to tell them what they can count on from you and invite them to share any concerns or suggestions they have.  Prepare yourself for this meeting and practice being a non-defensive listener.  If you receive unkind or hard to hear information, ask tough questions like “how can we get past obstacles”.  When the team member claims they can’t get past or around challenges, suggest they think about it for a few days and you will follow up with them.  Ask them to Google for ideas and suggestions and bring you what they find.
  • When people say hurtful things to you, ask them not to.  When others on the team share things they have been told or have heard about you, ask them not to share anything others say about you.  Establish a boundary that you only deal face-to-face with anyone that wants to share their opinion of you.
  •  Keep the focus on the facts and self-check often how things are going.
  • Give people who are having a hard time with the transition some time, then check back in with them.
  • Find peers you highly respect and ask for direction and suggestions on how to make the transition from a team member to becoming a supervisor.
Hang tough with a smile on your face and an open door.  Establish boundaries; don’t let anyone grab a fire extinguisher and douse your fire and passion about your new position.

Still learning,

Honey

Thursday, September 13, 2012

Co-Worker from Hell


If you haven’t worked with someone you would describe as mean or “out to get you”, count yourself lucky.  Most of us have had experience with stressful relationships in the workplace, but it all comes down to looking at just what degree of stress we are talking about.   As a workplace coach, I hear plenty about behavior that is dysfunctional at best, and some that truly crosses the line and could be construed as bullying or even a hostile work environment.

Depending on ego and personality type, a co-worker might imagine or even act out what they’d like to do to people at work they are mad at or don’t like.  From sarcasm, to ill-intended gossip the stress and hurtfulness is abundant.   Immature power plays that include setting people up for embarrassment or baiting a co-worker with hateful comments or downright defiance can destroy job satisfaction and morale.

If you are a manager, you are obligated to create a safe workplace.  That includes setting boundaries, educating and encouraging cooperative behavior, stressing that courtesy and kindness is expected by and to everyone – not just the customer. 

When employees struggle to get along, encourage communication –  to talk it out, stay as neutral as you can while coaching each one involved to self-evaluate what they do that contributes to the problem and what they are willing to do differently
Don’t focus on blame and old history.  Focus on what is acceptable and unacceptable.  If you are in a service business explain that the same courtesy that is ALWAYS expected to be extended to the customer is expected among the team.  Don’t set up situations that cause resentment, confusion and distrust.  When the evidence is clear that an employee is bullying, spreading cruel gossip and openly defiant to those they work with – move on it!  The employee must be told that the behavior is not acceptable; it must cease, and will be a cause for serious consequences.  Document the discussion, follow-up, follow through.  When a situation is seriously escalated and then addressed it must be followed up.

Recently, I was coaching a high-level executive assistant who was given added responsibilities.  The new tasks included training and supervising the company’s receptionist.  This change was prompted by ongoing disappointment with regard to how the receptionist performed.

While the EA was given the new responsibility, the lines of authority were blurred and confusing.  Dual reporting was part of the structure, the receptionist would report to her existing manager and to the EA.   The EA, who had an entirely different manager, was expected to coach and supervise a highly resistant employee that wasn’t doing her job correctly, actually refusing to do certain tasks expected, misusing time off and deliberately defying certain procedures. 

The EA was excited about the challenge but had to do the job with her hands tied behind her back.  It was a disaster.  The receptionist chose to ignore the coaching and training, and instead worked hard to spread gossip and sabotage the EA.  Ultimately, the receptionist lost her job.  She wasn’t the only casualty.   Others on the team watched and saw how the top of the company set up a good employee to fail. 

Probably with the best of intentions, leadership ignored all the warning signs and tolerated all the deviance, flagrant misbehaving and cruelty to go on far too long – “hoping it would just go away”.  It will take time for the staff to restore confidence and trust after an event like this.

Here is a first-hand account of the aftermath:  “Gossip is dangerous, hurtful and toxic.  When you are the target you feel violated, helpless and angry.  I think part of the motivation of gossip is to provoke the target to emotional overload.  You have to hang tough because forfeiting professional maturity can do serious harm to your reputation.  Though I was seriously challenged by my co-worker I wasn’t willing to act out but I came close, lost sleep and was highly stressed.  Glad I had an outsider supporting me.”

“Hopefully, I would feel like I could decline if ever asked to supervise someone who would be reporting to two people.   Instead of respecting me, my co-worker resented me and saw me as interfering and chose to try to get even with me. The retaliation created an unpleasant circumstance for a lot of people.  This is the first time I have ever experienced bullying.  In the end, the right thing prevailed but it went on too long.  As stressful as this was for me, I learned that I have to keep my side of the street clean.  Personal integrity and accountability for my behavior is where I had to keep coming back to.  Now, my focus is to restore my job satisfaction and to heal from the side effects that come with working with a co-worker from hell.”

Still learning,


Honey

Thursday, August 30, 2012

Wow! Your New Hire!

Helping your new hire get off on the right foot starts before their first day.   New employee indoctrination begins with how they learn about the opportunity, the interview process and how they are introduced to their new job and co-workers.   Starting a new job is stressful, exciting and challenging.  What can you do to make it positive?
 
Prepare a review packet for the interview.   This includes the job description, the vision and mission of the company.  Solicit feedback from your staff on why they like to work for the company.  This way you can include “Testimony from the Troops” so the prospect can get a look at the company from an employee’s perspective.
 
As the supervisor, phone your new hire a day or two before they start.  This is where the real indoctrination begins; where the first impression starts to form for your newest staff member.  Tell them what name they are to call you, confirm what name they like to be called.  Express how enthused you are to have them on your team.  Review with the new employee how the first day will go and what to expect the first week.  Give them your cell phone number and tell them day one lunch is on you.  If there is an after-hours number share it so they can give it to family members, and this is the perfect entrĂ©e to discussing texting and personal phone call boundaries on the job.
 
Talk about dress code and invite them to park in a special place on their first day – as close to the front door as possible.  Explain this will be the only day they park there but you want their first day to be as easy and comfortable as possible. 
 
Ask your new employee to come in 5-10 minutes early and that you will be waiting for them at the door.  Greet them with a handshake and a notebook.  Tell them the notebook is a central place they can make notes and write down questions or store information they want to hang on to.  Let them know that each day you will visit with them about what is in the notebook.
 
Ask them to share a few things they like for people to know about them – maybe favorite places to vacation or where they grew up, etc.  Take their photo to be used in introducing them to others and explain that you are personally committed to making them a part of the team!   Put the photo to use immediately by making a poster for the coffee bar and send out an announcement informing other departments about your new employee.  Ask those you email to call or fax a welcome to your newest team member.
 
Get your new hire off on the right foot.  Wow them like you want them to wow customers, co-workers and you!  Help them feel a part of versus a part from the team immediately!
 
Still learning,
Honey

Monday, August 27, 2012

War or Peace? What's Your Plan for Resolving Conflict?


When conflict happens between you and another person look at your part in the deal and face the conflict.  Ignoring and resisting conflict won’t make it go away.


Working and living with other people generates joy, frustration and irritation.  Express appreciation for the joy and address unresolved conflict.  A lack of either or both will create resentment and fuel conflict. 

Maybe you have someone that “rubs you the wrong way” or maybe someone offended you 13 years ago or last month and your typical approach is to get even by not speaking or acting rude.  This approach is a lousy strategy for peace – peace of mind especially.

It takes guts and honesty mixed with courtesy to speak up when you feel offended.  But that is your part in the deal.

Try this - “When you this or that I told myself this or that.  I know it’s my responsibility to share what’s up for me so can we have a respectful discussion about this?”  Courtesy, courage and kindness are the perfect combination to approaching conflict.  You can’t make anyone do anything but you can choose your actions and reactions to everything.

Don’t continue to lay the groundwork for war by setting a trap to ambush the other guy.  Go direct, avoid being accusatory and work to resolve the conflict.  War is expensive, people get hurt. 

Remember, remain open to feedback and lessen your defensiveness when others muster up their courage and bring you issues they have with you.

So what’s it going to be – war or peace?

Still learning,

Honey