Writing a Teller Training Program
March 5, 2025
Live Webinar:
DateMar 5, 2025Duration90 minutes
12:00 PM PST01:00 PM MST
02:00 PM CST03:00 PM EST
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
The frontline is the “face” of your financial institution.
Their handling of
accountholders’ queries can make or break relationships. It goes without saying
that access to superior training is crucial to their role. But a training
regimen begins with well-written policies and procedures. Join us for an
overview of writing teller training and procedures. They go hand-in-hand with frontline
success.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Understand what categories of procedures and training to focus on first
- Write simple procedures and rules that help new tellers
- Break down the content to begin your own manual or online learning program
- Include material on topics such as checks, security, financial institution procedures, dress code, professional skills, and more
- Paint the future for the teller to increase retention
- Incorporate rules to help and not terrify tellers
- Use a template to develop a teller training manual
WEBINAR DETAILS
Your financial institution’s most precious asset is
its frontline staff. This program will look at teller training: what should be included?
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 for
handling cash, checks, security, and the other issues tellers face.
WHO SHOULD ATTEND?
This informative session
is designed for trainers, human resources staff, head tellers, supervisors,
branch administration, and tellers who will be involved in writing and setting
company procedures.
TAKE-AWAY TOOLKIT
- Template with 400+ pages to create your training and written procedures
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By
Gettechnical Inc.
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC