Writing Teller Procedures

(90-minute webinar – available live or on-demand)

Wednesday, March 16, 2022

This is a morning webinar

8:00 AM Pacific            9:00 AM Mountain

10:00 AM Central         11:00 AM Eastern

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 

DON’T MISS THESE RELATED WEBINARS!

Head Teller Development: Improving Teller Performance
Tuesday, January 4, 2022

Compliance Training for the Frontline
Tuesday, April 26, 2022

Job-Specific BSA Training for Frontline
Wednesday, September 7, 2022 

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. 

Debbie 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. 

THREE REGISTRATION OPTIONS – WHAT YOU GET

1. Live Webinar Includes

• Unlimited connections within your institution to the Live Webinar
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Presenter’s contact info for follow-up 

2. On-Demand Webinar Includes

• Recording of the Live Webinar
• Available two business days following Live date
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Free Digital Download, yours to keep
• Share link with anyone at your institution
• Presenter’s contact info for follow-up

3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE