Writing Teller Procedures

Auditing & Accounting Compliance Frontline & New Accounts Human Resources Operations

On-Demand Webinar:

StreamedMar 16, 2022Duration90 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

See Registration Options

Comprehensive, compliant, and easy-to-understand teller procedures are key to training – and retaining – frontline staff.

Learn which procedures and business culture issues should be included and start your tellers off on the right foot.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Concentrate on the necessary categories of procedures and training when you begin
Review simple procedures and rules that help new tellers
Break down the content so you can begin your own manual or online learning program
Add checks, security, financial institution procedures, dress code, professional skills, and more
Paint the future career path for your new tellers
Explain how rules are to help – not terrify – tellers
Use experienced tellers to help mentor new ones

WEBINAR DETAILS

Your financial institution’s most precious asset is its frontline. This program will delve into teller procedures. What needs to go into the procedures? What should stay out? Who should write them? 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 tellers face. Join us for an overview on writing teller training and procedures. They go hand-in-hand with a successful frontline.

WHO SHOULD ATTEND?

This informative session is designed for the teller training department, compliance staff, operations personnel, branch administration, and anyone who writes or develops teller training or procedures.

TAKE-AWAY TOOLKIT

Teller training manual template
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 agency is prohibited. Print materials may be copied for eligible participants only.

Presented By

Deborah L. Crawford