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Writing Teller Training and Procedures

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

OnDemand
Recorded Tuesday,
May 18th, 2021
Presented by Deborah Crawford
1h 30m total length
2 CEU Credits
$195.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Compliance
  • Human Resources
  • Management/Employee Development
  • Teller
  • Branch Manager
  • Human Resources Officer
  • Teller
  • Trainer

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

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 teller’s face. Join us for an overview on 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.

Learn caption

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.


Credit Information

Recommended for 2 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.