Writing Teller Procedures & Training
May 20, 2026
Live Webinar:
DateMay 20, 2026Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
- 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
Strong teller procedures build strong branches.
Are yours setting the right standard? Your tellers represent the face and foundation of your financial institution, making consistent training and clear procedures essential for success. This program will walk you through how to design, write, and implement effective teller procedures that promote accuracy, compliance, and service excellence across every branch. Build a unified frontline team equipped to deliver confidence and consistency with every transaction.
KEY WEBINAR TAKEAWAYS
- First categories of procedures and training to concentrate on
- 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 they will stay
- Remember: rules are to help and not to terrify our tellers!
- Using experienced tellers to help mentor the new ones
BONUS MATERIALS
- Template to develop your training and procedures
WEBINAR DETAILS
Your financial institution’s most precious asset is its frontline. This can’t-miss program will take a deep dive into training for the teller. What information needs to go into the training? What information needs to stay out? Who develops the training and procedures, and what is the purpose? In today’s environment, it is important that all branches operate consistently and that expectations are clear for handling cash, checks, security, and the many other challenges tellers face each day. Join us for an overview on writing teller training and procedures. They go hand in hand with success at the frontline.
WHO SHOULD ATTEND?
- Head tellers
- Teller trainers
- Compliance
- Security
- Branch managers
TAKE-AWAY TOOLKIT
- 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.
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