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Course/Product Description
Title:

Writing Teller Training and Procedures

SKU:WC-1040120
Date / Time: Recorded
Format: Webcast
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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.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.
About Webcasts / Audio Conferences / Podcasts:Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Since 1983, Total Training Solutions - aka BankWebinars.com - has produced dozens of bank training webinars, videotapes, CD-Roms, DVD's, and web-based training modules.

We offer over 100 webinars each year in live, recordeded, or on-demand formats.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions, and are alert to changes which affect the industry.

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 on-demand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive six months access to the on-demand weblink as an added free bonus.

On Demand:
Includes a weblink for unlimited viewing for six months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live Session, On-Demand Weblink, and CD-Rom plus hardcopy handouts.

Live + On-Demand:
Includes two of the options above. Live session and six months access to On-Demand weblink plus link to handouts.
More Info: Contact Us For More Information
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