Writing Teller Training and Procedures

Date:

May 6, 2025

Register

Your financial institution’s most precious asset is its frontline. This program will take a look at training for the teller. What needs to go into the training? What needs to stay out? Who should write the training and procedures and what is the purpose?

Agenda

Tuesday, May 6th, 2025
2:30 pm - 4:30 pm EST

  • Categories of procedures and training you should 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
  • You will receive a template of 400+ pages that you can use to begin your training and written procedures
Topics

Topics

  • Human Resources
  • Teller

Roles

  • Branch Manager
  • Human Resources Officer
  • Senior Management
  • Teller
  • Training Manager
  • Trainer 

Who Should Attend?
This session is ideal for training, human resources, head tellers, supervisors, branch administration, and tellers who will be involved in writing and setting company procedures.

Speaker(s)

Deborah Crawford is the President of Gettechnical Inc., a Florida based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 35+ years of combined teaching and banking experience.

Fees

$299.00 or 1 Token

Available Upgrades

  • 12 Months OnDemand Playback $120.00
  • 12 Months OnDemand Playback + Digital Download $150.00
  • Additional Live Access $95.00 per person
Association Contact

Brooke McCormack
Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380