All-Day Virtual Class | May 14th, 2025 | 9:00am-3:00pm CENTRAL Time | $299

Your financial institution’s most precious asset is its frontline.  Today’s 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?  In today’s environment is important to get every branch on the same page and set expectations on handling cash, checks, security and all the issues that teller’s face.  Join us for an overview on writing teller training and procedures.  They go hand in hand with success at the frontline.

What You Will Learn

• 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
• 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

What You Will Receive
You will receive a template of over 400+ Pages that you can use to begin your training and written procedures.

Who Should Attend
Training, human resources, head tellers, supervisors, branch administration and tellers who will be involved in writing and setting company procedures.

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.

Registration 

The cost to attend this all-day seminar is $299 for one connection*. *You may have as many listeners as you wish for your ONE connection (ONE computer login). If you would like additional logins for additional locations/computers, please contact our office or note names and email addresses in the comments sections of the registration form. A fee of $100 will be billed for each additional login. Please register the person you wish to receive the log-in and handouts links.

Registration fees include instruction, live interaction with the instructor, any materials and manuals used by the instructor (digital), and a link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

Cancellation and More Information

Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If the date of cancellation is less than ten days prior to the meeting, a $75 processing fee will be retained. No refunds will be given for cancellations made the day of the program. If you need additional information, please call (888) 773-4839.