Join this webinar and master the art of creating effective, streamlined, and compliant procedures for your branch.
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, it 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 You’ll Learn
- 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
- Checks, security, financial institution procedures, dress code, professional skills, and more
- Painting the future for the teller so that he or she will stay
- Rules are to help and not terrify our tellers
- 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 (CE) Credits
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.
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Instructor
Deborah Crawford
Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit R... read more.
