Writing Teller Procedures

Comprehensive, compliant, and easy-to-understand teller procedures are key to training — and retaining — frontline staff. Learn which procedures and business culture issues should be included and start your tellers off on the right foot.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Concentrate on the necessary categories of procedures and training when you begin
  • Review simple procedures and rules that help new tellers
  • Break down the content so you can begin your own manual or online learning program
  • Add checks, security, financial institution procedures, dress code, professional skills, and more
  • Paint the future career path for your new tellers
  • Explain how rules are to help — not terrify — tellers
  • Use experienced tellers to help mentor new ones

WEBINAR DETAILS
Your financial institution’s most precious asset is its frontline. This program will delve into teller procedures. What needs to go into the procedures? What should stay out? Who should write them? What is the purpose? In today’s environment, it is important to get every branch on the same page and set expectations on handling cash, checks, security, and all the issues tellers face. Join us for an overview on writing teller training and procedures. They go hand-in-hand with a successful frontline.

WHO SHOULD ATTEND?
This informative session is designed for the teller training department, compliance staff, operations personnel, branch administration, and anyone who writes or develops teller training or procedures.

TAKE-AWAY TOOLKIT

  • Teller training manual template
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits
  • Employee training log
  • Interactive quiz

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER – Deborah Crawford, Gettechnical Inc.
Deborah Crawford is the president of Gettechnical Inc., a Florida based firm, specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.

Crawford specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.

REGISTRATION OPTIONS

  • $245 – Live Webinar Access
  • $245 – OnDemand Access + Digital Download
  • $320 – Both Live & On-Demand Access + Digital Download
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Date

Mar 16 2022
Expired!

Time

10:00 am - 11:30 am

Cost

$245.00

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