Writing Teller Training & Procedures (Webinar)


February 27, 2023
2:30pm-4:00pm


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.  This webinar 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 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:
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.


   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.
When
2/27/2023 2:30 PM - 4:00 PM
 

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