Writing Teller Training

On-Demand Webinar
StreamedFeb 14, 2024Duration90 minutes
  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions
See Registration Options

Rules should help – not terrify – tellers! Well-written policies and procedures go hand-in-hand with ensuring success at the frontline.

Learn what should go in, what should be omitted, and other important details. This jam-packed webinar will include a 400+ page template for teller training procedures that you can adopt, adapt, or use to amend your own.
  • What categories of procedures and training should be the initial focus?
  • 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 teller’s future to improve retention
  • Using experienced tellers to mentor new ones


The frontline is your financial institution’s most precious asset. This program will take a look at training for tellers to ensure success. What needs to be included in the training? What should stay out? Who should write the training and procedures and what is the purpose? In today’s environment it is important to get every branch on the same page and to set expectations on handling cash, checks, security, and all the issues that tellers face.


This informative session is designed for trainers, human resources staff, head tellers, supervisors, branch administration, and tellers who will be involved in writing and setting procedures.


  • A template of over 400 pages to begin or enhance your training and written procedures
  • 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

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.


"I enjoyed Deborah's wealth of knowledge that she shared."
- Julie, FNBOTN

"Deborah's  knowledge is very much appreciated. She has been in the business enough to know that banking can change a lot, and she has kept up with the standards."
- Frances, Citizens State Bank

Presented By

Deborah CrawfordDeborah L. Crawford
Gettechnical Inc