Writing Teller Training and Procedures

Writing Teller Training and Procedures

Writing Teller Training and Procedures
Thursday, January 23, 2020 
2:30 pm – 4:30 pm Eastern

Your financial institution’s most precious asset is its frontline. Today’s program will take a look at procedures for the teller. What needs to go into the procedures? What needs to stay out? Who should write the procedures and what is the purpose? In today’s environment 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.

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

Topics Covered:

  • What categories of procedures and training should you 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
  • Rules are to help and not terrify our tellers
  • Using experienced tellers to help mentor the new ones

Who Should Attend?   

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

Speaker:

Deborah Crawford


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. 

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 & Special Events Coordinator, Patti Webb, (614) 610-1877.

Registration Options

Live Plus Five – Attend the live event and receive five business days of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

OnDemand Recording – Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.

CD-ROM – Receive the webinar recording on a CD-ROM 7-10 business days after the Live event or your registration date (whichever is the latter). Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.

Live Plus Six – Attend the live event and receive six months of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

Premier Package – Includes all three base options. Live attendance, OnDemand Playback for six months, and the CD-ROM.


When
1/23/2020 2:30 PM - 4:30 PM
Eastern Standard Time

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