Webinar: Writing Teller Procedures & Training
May 20, 2026 3:00 pm - 4:30 pm
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.
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
BONUS MATERIALS
- Template to develop your training and procedures
WEBINAR DETAILS
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.
WHO SHOULD ATTEND?
- Head tellers
- Teller trainers
- Compliance
- Security
- Branch managers
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
Speaker: 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.