Writing Teller Procedures & Training

Date:

May 20, 2026

Register

Strong teller procedures build strong branches.

Are yours setting the right standard? Your tellers represent the face and foundation of your financial institution, making consistent training and clear procedures essential for success. This program will walk you through how to design, write, and implement effective teller procedures that promote accuracy, compliance, and service excellence across every branch. Build a unified frontline team equipped to deliver confidence and consistency with every transaction.

Agenda

May 20, 2026
11:00 am - 12:30 pm EST

Your financial institution’s most precious asset is its frontline. This can’t-miss program will take a deep dive into training for the teller. What information needs to go into the training? What information needs to stay out? Who develops the training and procedures, and what is the purpose? In today’s environment, it is important that all branches operate consistently and that expectations are clear for handling cash, checks, security, and the many other challenges tellers face each day. Join us for an overview on writing teller training and procedures. They go hand in hand with success at the frontline.

Topics

KEY WEBINAR TAKEAWAYS:

  • First categories of procedures and training to concentrate on
  • 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 they will stay
  • Remember: rules are to help and not to terrify our tellers!
  • Using experienced tellers to help mentor the new ones
Speaker(s)

Deborah L. Crawford
Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees. Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.

Additional Information

WHO SHOULD ATTEND?

  • Head tellers
  • Teller trainers
  • Compliance
  • Security
  • Branch managers
Fees

Live Webinar - $279

  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions

On-Demand Webinar - $279

  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact
Susan Clark   Silvia Regalado
Professional Development Coordinator   Professional Development Coordinator
o: 317-387-9380   o: 317-387-9380
d: 317-333-7169   d: 317-333-7170
sclark@indiana.bank   sregalado@indiana.bank