Writing Teller Training & Procedures (Webinar)

March 25, 2024

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 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.
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


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

Debbie Crawford
is the President of gettechnical, Inc. a Florida-based firm, specializing in the education of banks and credit unions across the nation. Her 35+ years of banking and teaching experience  began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor's and master’s degrees. Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts.

3/25/2024 2:30 PM - 4:00 PM

Know your login? Sign in here to register.

Not sure if you have a login? Use the search below.

Please enter your search criteria to view results

If you recognize any details above, use the links below to retrieve your username or reset your password.


If you need your username...    If you know your username...
Retrieve Your Username    Reset Your Password


If none of the above apply click here to create an account.


No content found