Writing Teller Training Procedures

Thursday, April 4, 2024
11:00 am - 1:00 pm Eastern

Your institution’s most precious asset is your frontline - your tellers. This webinar will delve into training for tellers, answering questions such as:  What needs to go into teller training?  What can be eliminated?  Who should write the training and procedures and What is the purpose?

In today’s environment, it's essential to have every branch aligned and setting the same expectations for handling cash, checks, security, and other issues that tellers must manage. Join us for an overview on writing teller training and procedures - they hand-in-hand with success on the frontline. Participants will receive a comprehensive template of 400+ pages to use as a start for training and written procedures.

What You Will Learn:

• Top-prority categories for procedures and training
• Simple procedures and rules that help new tellers
• Outlining content for your own manual or online learning program
• Checks, security, financial institution procedures, dress code, and professional skills
• Motivating tellers to stay
• Mentoring new tellers

Who Should Attend? 

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

Instructor

Deborah Crawford

Deborah Crawford is the President of Gettechnical Inc., a Florida 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 35+ years of combined teaching and banking experience.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by OnCourse Learning (Total Training Solutions)

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