Writing Teller Procedures & Training

Compliance Frontline & New Accounts Human Resources Operations Managers & Supervisors

On-Demand Webinar:

StreamedMay 20, 2026Duration90 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

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.