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Writing Teller Training and Procedures

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

Upcoming
Beginner Friendly
DATE

Thursday, March 12, 2026
11:00 am - 1:00 pm

INSTRUCTOR

Deborah Crawford

FORMAT

Webinar

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Teller
  • Branch Manager
  • Human Resources Officer
  • Senior Management
  • Teller
  • Training Manager
  • Trainer

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What needs to go into the training? What needs to stay out? Who should write the training and 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.

What You'll Learn

  • 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.
Deborah Crawford

Instructor Bio

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.

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