Writing Teller Training and Procedures Webinar
Your financial institution’s most precious asset is its frontline. This webinar will take a look at procedures for the teller. What needs to go into the procedures? What needs to stay out? Who should write the procedures and what is the purpose?
Webinar Description and Audience
Your financial institution’s most precious asset is its frontline. This program will take a look at procedures for the teller. What needs to go into the procedures? What needs to stay out? Who should write the procedures and what is the purpose? In today’s environment is important to get every branch on the same page and set expectations on handling cash, checks, security and all the issues that teller’s face. Join us for an overview on writing teller training and procedures. They go hand in hand with success at the frontline.
You will receive a template of over 400+ pages that you can use to begin your training and written procedures.
- What categories of procedures and training should you concentrate on when you begin
- Simple procedures and rules that help new tellers
- Breaking down the content so you can begin your own manual or online learning program
- Endorsements from A to Z
- How money moves and why it is important
- How to place holds and identify risky situations
- Understanding the CTR
- Red Flags for money laundering
- Handling Checks on business accounts
- Handling Checks after death
- Substitute checks, postal money orders and treasury checks
- Professional conduct–dress code, professional skills and more
- Using experienced tellers to help mentor the new ones
Who Should Attend?
Training, human resources, head tellers, supervisors, branch administration and tellers who will be involved in writing and setting company procedures.
Continuing Education Credits (CEC)
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.
Delivery Option Descriptions
With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. Participants can type and send their questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate in the same room.
SIX MONTH ONDEMAND VIDEO RECORDING:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.
CD-ROM VIDEO RECORDING:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.
Webinars can be scheduled and offered exclusively for your company. They can even be customized to best fit your needs. To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.