Rules of the Road at the Teller Window

Rules of the Road at the Teller Window

Rules of the Road at the Teller Window
Thursday, October 10, 2019
11:00 am – 12:30 pm Eastern

Take your teller game up to the level of the pros. Learn how to work well with others and care for the customer. Find out how and when to cross-sell by building rapport with your customer.

What is your title today? Teller? Universal Associate? Branch Specialist? in many companies, the job of the teller has expanded. The job already came with a boatload of expectations and it seems more responsibilities are added every day. Join Honey Shelton as she introduces or reminds you of the essential expectations and Rules of the Road at the Teller Window.

Topics Covered:

  • Elevate your Professional Maturity – what is it? How do you develop it to look and act the part of a professional banker?
  • Be Vigilant about Cash-Handling – know and practice the dos and don’ts. Safeguard your money and your decisions.
  • Scrutinize ID – make it difficult for scammers to do business with you. Know what to look for, what to say.
  • Best Practices for Dealing with High Risk Transactions – risk-management for new depositor transactions, considerations for less-cash deposits, and confidentiality best practices.

Who Should Attend?   

Everyone that works a teller drawer or trains/leads/coaches others to do perform this important role at your bank.


Honey Shelton

Honey Shelton brings the best of both worlds to her speaking and training engagements. She has 30 plus years of experience as a training and quality improvement consultant for banks and banking associations across the country. Her substantial banking background includes spending three years as Executive Vice President/Chief Retail Banking Officer with a $1 billion south Texas bank.

Nationally recognized as an outstanding speaker, over a half million bankers have participated in programs Honey has presented. Her depth of knowledge, enthusiasm, and compelling personality have left a lasting mark on InterAction Training, the firm she founded in 1983.

As a graduate of the School of Bank Marketing from the University of Colorado, she realizes the value of quality education. Honey invests time as a faculty member for banking schools around the country. She is a repeat presenter for most of the state banking associations and has accumulated an impressive client list that includes over 600 banks, credit unions, and other organizations. Globally, she presented a program in the south of France for an international, energy-related firm.

Honey has a coaching practice specializing in helping others pursue professional excellence and is the author of numerous published articles and training manuals. Her first book, Coaching Yourself & Others will be released soon.

Honey continues her personal pursuit of excellence and has obtained certification in Reality Therapy from the William Glasser Institute as well as certification from the Training and Development Program at Texas A&M. She is an EverythingDiSC Certified Distributor and Trainer.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Total Training Solutions

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Registration Options
Live On-Demand Link: Live,On Demand playback, and CD-ROM  plus hard copy Handouts.
Live Webinar: Register for the live event and get five days access to the On Demand Playback. You’ll have an opportunity to ask questions during the presentation and be free to review the content for the next 5 (business) days Registration also includes links to presenter materials, handouts, and pdfs.
Additional Hookups: Registering another banker from a different location
On-Demand Link & "Free" CD-ROM: Both live webinar & recorded webinar + free digital download 

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