
Head Teller Training Series (4-Part Series)
September 4
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Event Cost: $599.00
4 90-Minute Webinars | $599
**Add our Teller Talks video series for just $200 to get you started on your Teller Training!**
Need help with training head tellers? This series is for you. We will tell you the why behind many of the things we do at the teller line. You will learn the importance of cash handling, the legal issues behind checks, how to place holds and many security and fraud procedures. Many head tellers are teaching the next generation of tellers who will go on to manage our financial institutions in the future. Learn how to stay in compliance, minimize fraud and help new tellers at their jobs.
This program will complete training requirements for : BSA, Regulation CC and Security. You will receive Certificates of Attendance, a recording of all sessions and a Teller Handbook.
The package price ($599) includes one link to EACH of the live training sessions** AND unlimited access to the recordings for each for 90 days.
(**If you need additional log-ins for any of the live sessions, please contact our office at 800-354-3051.)
Part I Cash Handling—Leslie Nicely
During this session we will look at counting currency, protecting your drawer, balancing and all things cash. You will learn how to detect counterfeit currency and prevent loss for your financial institution. Learn how to train new tellers in a why we do some of the things we do when it comes to cash handling.
Part II Checks and Legal Issues—Debbie Crawford
During this session, we will look at the UCC 3 and 4 and learn the rules behind endorsements, stop payments, cashiers checks and deceased owner’s checks. Learn about the rules for checks and how to prevent fraud.
Part III Regulation CC—Debbie Crawford
Learn how to place holds on checking accounts for compliance and security. What are the rules for new accounts, holds, counting days and forms. You will learn how to make decisions and execute the hold properly.
Part IV Security, Fraud and BSA Red Flags—Leslie Nicely
Our final session is on security and BSA. Learn how to handle yourself in a robbery and active shooter scenario. Learn your role in protecting the financial institution from money laundering. Questions that have to be asked and answered by account holders when transacting for the elderly and other vulnerable customers.
Who Should Attend? Head Tellers, Teller Supervisors, Tellers, Branch Managers, Training
Seminar Instructors
Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation. Her 40+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees. Deborah’s specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance, and Individual Retirement Accounts.
Leslie Nicely, Senior Vice President for Gettechnical Inc. brings with her a wealth of practical banking experience. Her 30+ years include various positions with a local community bank including teller, teller supervisor, new accounts, lending, Branch Administration Officer, BSA/AML Officer and Security Officer and more. She graduated from the Virginia Bankers Association School of Bank Management. Her experience includes management, operations, lending compliance, fraud management, training, security and customer service. Her down-to-earth approach to training and her technical expertise makes her a real asset to our industry.
OnDemand Registration
The cost for 90 days of unlimited access to this recording is $599.
You will receive a download link for any materials and manuals used by the instructor (digital), and a viewing link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)
More Information
Please call (800) 354-3051 for additional information.
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