Below you will find several forms/information sheets to help lead your team.
Staff Development
Be an Ideal Member of the In-Store Team
Getting to Know You
Things That I Love
Motivational Quiz
Employee Games & Contests
Stay Interviews — a message from Meagan Johnson
Manager Resources
Member Support Program Flyer
Sample Five-Year Plan
Leadership Self-Inventory Survey
Gallup Recognition Questions
Sample Interview Questions
Traditional Branch Sales and Service Audit Checklist
In-Store Branch Sales and Service Audit Checklist
2x2x2 Follow Up
Phrases to Adopt
Phrases to Avoid
Email Etiquette
Telephone Etiquette
Guide for Effective Delegation
Spanish – English Reference Guide
Associate Self Evaluation/Development Plan
360 Degree Evaluation Form
Sample Schedules
Sample Schedule 6-days/2FT/1PT
Sample Schedule 6-days/3FT/1PT
Sample Schedule 6-days/4FT/2PT
Sample Schedule 6-days/5FT
Sample Schedule 7-days/4FT/1PT
Sample Schedule 7-days/3FT/3PT
Sample Job Descriptions
Regional Manager
In-Store Branch Manager
Assistant In-Store Branch Manager
Financial Services Representative