Writing Teller Training and Procedures

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 that teller’s face. Join us for an overview on writing teller training and procedures; they go hand in hand with success at the frontline.

What You’ll Learn
Categories of procedures and training to concentrate on when you begin
Simple procedures and rules that help new tellers
Breaking down the content so you can begin your own manual or online learning program
Checks, security, financial institution procedures, dress code, professional skills, and more
Painting the future for the teller so that he or she will stay
Using experienced tellers to help mentor the new ones

What You Will Receive
You will receive a template of over 400+ Pages that you can use to begin your training and written procedures.

Who Should Attend?
Training, human resources, head tellers, supervisors, branch administration and tellers who will be involved in writing and setting company procedures.

Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor’s and master’s degrees from Louisiana State University. She has 30+ years of combined teaching and banking experience.

Registration Options

  • Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts – $195
  • Available Upgrades:
    • 12 Months OnDemand Playback + $70
    • 12 Months OnDemand Playback + CD  + $100
    • Additional Live Access + $50 per person


Jul 19 2022


10:00 am - 11:30 am



More Info