Date & Time
July 20, 2026
2:30pm-4pm
Registration Fee
Member Fee (Live or Recording): $165 per connection
Non-Member Fee (Live or Recording): $265 per connection
Overview
Your financial institution’s most precious asset is its frontline. This webinar will take a look at training for the teller. 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 it 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 on writing teller training and procedures. They go hand in hand with success at the frontline.
Topics include:
- 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
You will receive a template of over 400+ pages that you can use to begin your training and written procedures.
Who Will Benefit
Training, human resources, head tellers, supervisors, branch administration and tellers who will be involved in writing and setting company procedures.
Instructor
Debbie Crawford is the President of Gettechnical Inc a Florida based training company. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She does training on deposit and frontline operations, BSA, IRAs, compliance and many other areas of the financial institution. She graduated from Louisiana State University with both her Bachelor and master’s degrees.
Leslie Nicely is Senior Vice President for Gettechnical Inc. brings with her a wealth of practical banking experience. Her 30+ years include various positions with a local community bank including teller, teller supervisor, new accounts, lending, Branch Administration Officer, BSA/AML Officer and Security Officer and more. She graduated from the Virginia Bankers Association School of Bank Management. Her experience includes management, operations, lending compliance, fraud management, training, security and customer service. Her down-to-earth approach to training and her technical expertise makes her a real asset to our industry.