Jul 21, 2020
To register for this event, please print the PDF Brochure and fax to 317-333-7169 or email to email@example.com
Essential Teller Issues is rated the most dynamic teller training experience in the country. You will want all your tellers to take part in this high impact workshop. The program zeroes in on six modules that remind your tellers of the importance of what they do, how they do it, what they say, and how they deliver customer service. Essential Teller Issues is an information packed, attention grabbing fast-paced workshop. InterAction Training has been providing the Essential Teller Issues workshop for over 30 years and consistently receives rave reviews. Each participant will leave this workshop with a renewed commitment to excel on the job and the newest edition of the teller manual that serves as the guide for the program.
This seminar qualifies as part of the IBA Certified Teller Program. In order to maintain this professional certification, tellers are required to recertify annually.
5:30 p.m. Registration & Refreshments
6:00 p.m. Program Begins
8:30 p.m. Program Adjourns
• Gain flexibility
• Manage your image
• What you say, how you say it
• Manage your emotions
• Courtesy, kindness and professionalism
2. Follow Procedure
• Handle cash like a pro
• See to the details
• Robbery preparedness
• Maintain vigilant compliance
3. Scrutinize Transactions
• Verification concerns
• Check cashing guidelines
• Identification rationale
• Examining Endorsements
• Dissecting less-cash deposits
• Fraudulent Schemes and Popular Scams
4. Provide Extraordinary Service
• Make their day
• What the customer wants
• Effective communication
• Five habits of hightly effective tellers
5. Ace Cross-Selling and Referrals
• Product knowledge proficiency
• Be inquisitive, engaging and prepared
• Spot opportunities; Start conversations
• Suggest solutions; share information
6. Master the Balancing Act
• Ten things you must do
• Six things you never do
• Avoid outages and interruptions
• Eliminate transpositions
Vicki Kraai: Vicki’s 25+ years of Community Bank experience started at the family bank in rural Nebraska, serving as a bank teller and eventually becoming CEO. Vicki’s many years of banking include credit card lending experience where she was a member of the management team that launched the Cabela’s credit card program. She has a passion for developing people for success in the financial services industry. Banker’s value Vicki’s highly engaging “been there, done that” approach to all facets of her training and speaking engagements.
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.
IBA Member Non-Member
1-4 People $89 Each $99 Each
5-9 People $84 Each $94 Each
10 or More $79 Each $89 Each
The fees above include the program, and training materials.
o July 20, 2020
Huntingburg Event Center
110 E. 14th Street
Huntingburg, IN 47542
o July 21, 2020
Doubletree by Hilton
155 Progress Drive
Lafayette, IN 47905
o July 22, 2020
Indiana Wesleyan University Education & Conference Center
8211 W. Jefferson Blvd.
Fort Wayne, IN 46804
o July 23, 2020
35 South Main Street
Batesville, IN 47006
For More Information or to Register Contact
Elizabeth DeHaven, Education Coordinator
The IBA will send confirmations for its program. For more information contact Elizabeth DeHaven at 317-387-9380 or you may e-mail: firstname.lastname@example.org. Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations the day before or absences on the day of the program. Substitutions are welcome at any time.