Writing Teller Training and Procedures

on "May 13, 2021 10:08 am"

Your financial institution's most precious asset is its frontline. Today's program will take a look at procedures for the teller.

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Writing Teller Training and Procedures  
May 18, 2021 • 6:00 am - 7:30 am HST

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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 tellers face. Join us for an overview of writing teller training and procedures. They go hand in hand with success at the frontline.

Covered Topics:

  • 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

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.

About The Presenter

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.