Certified Teller Program-Frontline Excellence

Date:

Mar 4, 2025

Location:
Virtual

To register for this event, please print the PDF Brochure and email to edehaven@indiana.bank or mail to IBA Foundation, 8425 Woodfield Crossing Blvd, Ste 155e, Indianapolis, IN 46240

Frontline Excellence (previously referred to as Essential Teller Issues), is a program that covers 5 pivotal modules for today’s frontline professionals. This program serves as an important reminder about the significance of their role, serving as the CEOs of the customer experience and reinforcing the importance of their actions and reactions as a reputation builder for your brand.

As an innovative addition, we have included an extra appendix module that houses a wealth of resources aligned with each module covered.

This program is information rich. Attendees leave with a renewed dedication to achieve excellence in their roles. Each attendee will leave with a comprehensive training manual, acting as a valuable workplace reference. Esteemed as the nation’s most dynamic teller training experience, this presents a unique opportunity to elevate your entire front-line team toward an exceptional level of performance.

Agenda

March 4, 2025

5:30 p.m. Registration & Log In
6:00 p.m. Program Begins
8:00 p.m. Program Adjourns

*All times in EST

Topics

Professional Maturity

  • Gain flexibility
  • Manage your image
  • What you say, how you say it
  • Reputation
  • Manage your emotions
  • Confidentially
  • Courtesy, kindness and professionalism

Follow Procedure

  • Handle cash like a pro
  • See to the details
  • Be aware of your surroundings
  • Maintain vigilant compliance

Scrutinize Transactions

  • Verification concerns
  • Check cashing guidelines
  • Identification rationale
  • Dissecting transactions
  • Fraudulent Schemes and Scams

Provide Extraordinary Service

  • Make their day
  • What the customer wants
  • Effective communication
  • Five habits of highly effective tellers

Ace Cross-Selling and Referrals

  • Product knowledge proficiency
  • Be inquisitive, engaging and prepared
  • Spot opportunities; Start conversations
  • Suggest solutions as the expert
Speaker(s)

Kristi Krayneski loves to bring the impact of 25 years of financial services and banking experience to how leaders lead their employees and companies through growth and change within the industry. As a former community bank COO, she brings unique perspectives to the InterAction Training audiences on how leaders and employees can create an environment of healthy, forward-thinking change. She loves to share your experiences within banking and how to implement practical leadership steps to help grow you and your team!

Additional Information

Who Should Attend?
Tellers, front-line professionals, anyone who has customer contact and those responsible for training and managing the customer experience.

Fees
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.

location

Virtual Training

Participants will have the ability to join from wherever you're located from the convenience of your computer. We look forward to seeing you online!

Association Contact

Elizabeth DeHaven, Education Manager 
edehaven@indiana.bank
317-387-9380

Cancellation Policy

The IBA will send confirmations for its program. For more information contact Elizabeth DeHaven at 317-387-9380 or you may e-mail: edehaven@indiana.bank. 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.