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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Your
financial institution’s most precious asset is its frontline. This program
will take a look at procedures for the teller. What needs to go into the
procedures? What needs to stay out? Who should write the 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.
You
will receive a template of over 400+ pages that you can use to begin your
training and written 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
Who
Should Attend?:
Training,
human resources, head tellers, supervisors, branch administration and
tellers who will be involved in writing and setting company procedures. Please forward email to appropriate
person(s).
Instructor:
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.
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio session.
Listening to the program over the telephone and following the written
materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
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