Writing Teller Training & Procedures (Webinar)


Member Fee (Live or Recording): 
$165 per connection 
Non-Member Fee (Live or Recording): 
$265 per connection 


Your financial institution’s most precious asset is the frontline.  This webinar will take a look at procedures for tellers.  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, 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.
 
What You Will 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
 
What You Will Receive
A template of over 400+ Pages that you can use to begin your training and written procedures.
 

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

 
Deborah L. 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.

When
3/28/2022 2:30 PM - 4:00 PM

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