Writing a Teller Training Program

Compliance Frontline & New Accounts Human Resources Senior Management

On-Demand Webinar:

StreamedMar 5, 2025Duration90 minutes

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

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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.

TESTIMONIALS

"The webinar was detailed and very informational. It helped us to get a better understanding of what our current credit union is lacking in terms of training and standards, as well as providing an approachable way to better structure training."

- Huy, University of Hawaii Federal Credit Union