Writing Teller Training

Writing Teller Training 

Wednesday, February 14, 2024
11:00 am – 12:30 pm Eastern

Rules should help – not terrify – tellers! Well-written policies and procedures go hand-in-hand with ensuring success at the frontline. Learn what should go in, what should be omitted, and other important details. This jam-packed webinar will include a 400+ page template for teller training procedures that you can adopt, adapt, or use to amend your own.


  • What categories of procedures and training should be the initial focus?
  • 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 teller’s future to improve retention
  • Using experienced tellers to mentor new ones


The frontline is your financial institution’s most precious asset. This program will take a look at training for tellers to ensure success. What needs to be included in the training? What should stay out? Who should write the training and procedures and what is the purpose? In today’s environment it is important to get every branch on the same page and to set expectations on handling cash, checks, security, and all the issues that tellers face. 


This informative session is designed for trainers, human resources staff, head tellers, supervisors, branch administration, and tellers who will be involved in writing and setting procedures.


  • A template of over 400 pages to begin or enhance your training and written procedures
  • Employee training log 
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits


Deborah L. 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.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

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

Registration Options (Member/Non-Member Pricing)
Live Webinar ($265/$400) – The live webinar option allows you to have unlimited connections within your institution to virtually attend the Live Webinar. The session includes question and answer sessions, handout and take-away toolkit, and the presenters contact information for follow-up, will all be emailed to you the morning of the live webinar.

On-Demand Webinar + Free Digital Download ($295/$450
– Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 2 business days after the live webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

Both Live Webinar & On-Demand Webinar + Free Digital Download ($395/$600
– Includes Live Webinar and Recorded Webinar options above.

Sign in or create an account to register Last day to register is 8/14/2024