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Course/Product Description
Title:

Writing Teller Training and Procedures

SKU:WT-1001241
Format: Webcast/Audio Conference/Interview/Podcast
Description:

Writing Teller Training and Procedures
Your financial institution's most precious asset is its frontline, so join us for an overview on writing teller training and procedures.

This program will take a look at procedures for the teller, including what needs to go into the procedures, what needs to stay out, and who should write the procedures?

Covered Topics:
  • 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
  • Endorsements from A to Z
  • How money moves and why it is important
  • How to place holds and identify risky situations
  • Understanding the CTR
  • Red Flags for money laundering
  • Handling Checks on business accounts
  • Handling Checks after death
  • Substitute checks, postal money orders and treasury checks
  • Professional conduct - dress code, professional skills and more
  • Using experienced tellers to help mentor the new ones
Bonus: You also receive a template with over 400 pages that you can use to begin your training and written procedures.

About Your Presenter:

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 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 30+ years of combined teaching and banking experience.
Licenses / Designations / Educational Credits:CEU
About The Provider: Your Partner for Ensuring an Engaged, Compliant Workforce Financial institution regulations are constantly changing. That means preparing your team needs continual attention, including the frontlines, compliance team, executive leadership and board of directors. Wouldn’t life be easier if you had one place to go for all your compliance and professional education needs? You’ll find what you need from OnCourse Learning.

We bring you:
  • 40+ Years of Experience
  • 600+ Engaging Online Courses
  • 450+ Live & OnDemand Webinars
Webinar Descriptions, BankWebinars.com:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for 30 days following the event. This will allow a flexible alternative when last-minute conflicts intrude on scheduled events.

Live + OnDemand:
Includes two of the options above. Live session and 365 days access to On-Demand weblink plus a link to handouts.

Live + OnDemand & CD:
Includes all three options above. Live Session, 365 days of OnDemand, and CD-ROM plus handout links.
Price: $279.00
More Info: Contact Us For More Information
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Currently Scheduled Dates For This Webcast
Course TitleDatePrice
Writing Teller Training and ProceduresCD/On-Demand$0.00
Webinars HR Payroll Safety Workers' Comp Bank/Mortgage CPA/Accounting In-Person Seminars HR Payroll Safety Workers' Comp Bank/Mortgage CPA/Accounting Online/Self-Study HR Payroll Safety Workers' Comp Bank/Mortgage CPA/Accounting
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