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Retail Manager Resources

  1. Cross-Trained Associates - Position and Tracking

    Overview A Cross-trained (XT) title is more than an expression of knowledge, it signifies an associate who consistently meets...

  2. Retail Compensation Request

    A retail hiring manager can request a compensation/salary offer for a candidate by submitting a completed Retail Compensation Request...

  3. Retail Weekly Meeting Agendas

    Overview Weekly meetings are a critical part of leading, connecting and engaging our teams. Our goal is to provide...

  4. Monthly Lead Teller Checklist

    Lead Teller Monthly Check List 01.2024.xlsx   Monthly Lead Teller Check List MONTHLY WORK PACKET SCAN TO ICS MONTHLY Teller...

  5. Retail Training Schedule Exception Request

    The Client Experience Manager (CXM) may request an exception to delay the standard training plan for an associate who...

  6. New Retail Associate Password & System Access

    Passwords MUST be changed on day 1 of employment. Please note this process may be time consuming but is...

  7. Retail Position Posting Request Process

    A hiring manager (for example: Lead Teller, Client Experience Manager (CXM), Regional Experience Manager (RXM)) can submit a request...

  8. StarU Training Assessment Sign-Off

    Training Assessment Sign-Off Managers are responsible for acknowledging the StarU Training Assessment results from Teller and Personal Banker Training....

  9. Performance Standards - Manager Responsibility

    Overview  The Lead Teller (LT) and/or Client Experience Manager (CXM/CXMII) and/or Regional Experience Manager (RXM) is responsible for a...

  10. Retail Leadership Onboarding Plan

    In the steps and documents below you can find a comprehensive step-by-step guide for onboarding new retail leaders the...

  11. Leading Client Loyalty Resources

    Overview Leading Client Loyalty provides the principles and practices needed to win the hearts of associates and their clients....

  12. Retail OneNote Coaching Template Instructions

    As a manager you are required to meet with each member of your team for a 1 on 1...