Writing a Teller Training Program
The frontline is the “face” of your financial institution. Their handling of accountholder’s queries can make or break relationships. It goes without saying that access to superior training is crucial to their role. But a training regimen begins with well-written policies and procedures. Join us for an overview of writing teller training and procedures. They go hand-in-hand with frontline success.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Understand what categories of procedures and training to focus on first
- Write simple procedures and rules that help new tellers
- Break down the content to begin your own manual or online learning program
- Include material on topics such as checks, security, financial institution procedures, dress code, professional skills, and more
- Paint the future for the teller to increase retention
- Incorporate rules to help and not terrify tellers
- Use a template to develop a teller training manual
WEBINAR DETAILS
Your financial institution’s most precious asset is its frontline staff. This program will look at teller training: what should be included? What needs to stay out? Who should write the training and procedures and what is the purpose? In today’s environment, it is important to get every branch on the same page and set expectations for handling cash, checks, security, and the other issues tellers face.
WHO SHOULD ATTEND?
This informative session is designed for trainers, human resources staff, head tellers, supervisors, branch administration, and tellers who will be involved in writing and setting company procedures.
