teller balancing

Essential Teller Issues Workshop

CFT Credits: 0.00

Rated the most dynamic teller training experience, CFT is pleased to bring back by popular demand, the Essential Teller Issues Workshop.   You will want all your tellers to take part in this high impact learning experience. Recently revised the program zeroes in on six modules that remind the teller of the importance of what they do, how they do it, what they say and how they deliver customer service. The program emphasizes the importance of professional maturity, following procedures, scrutinizing each and every transaction, how to provide extraordinary service, mastering cross-selling and balancing!  It will be an information-packed, attention grabbing fast-paced workshop.

Each participant will leave this workshop with a renewed commitment to excel on the job and the newest edition of the 85+ page teller manual that serves as the guide for the program.


  1. Professional Maturity
  • Gain Flexibility
  • Manage Your Image
  • What You Say, How You Say It
  • Reputation
  • Manage Your Emotions
  • Confidentiality
  • Courtesy, Kindness and Professionalism
  1. Follow Procedure
  • Handle Cash Like a Pro
  • See to the Details
  • Robbery Preparedness
  • Maintain Vigilant Compliance
  1. Scrutinize Transactions
  • Verification Concerns
  • Check Cashing Guidelines
  • Identification Rationale
  • Examining Endorsements
  • Dissecting Less-Cash Deposits
  • Fraudulent Schemes & Popular Scams
  1. Provide Extraordinary Service
  • Make Their Day
  • What the Customer Wants
  • Effective Communication
  • Five Habits of Highly Effective Tellers
  1. Ace Cross-Selling & Referrals
  • Product Knowledge Proficiency
  • Be Inquisitive, Engaging and Prepared
  • Spot Opportunities; Start Conversations
  • Suggest Solutions; Share Information
  1. Master the Balancing Act
  • Ten Things You Must Do
  • Six Things You Never Do
  • Avoid Outages and Interruptions
  • Eliminate Transpositions

Who Should Attend:  Everyone who works a teller window including part-time, sometimes or all the time tellers plus teller supervisors, branch managers and those responsible for training tellers.

Register Here!

Times shown are local time. You can choose to pay by credit card or invoice when you register.

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