Tellers are important to the success of each financial institution. They are the frontline contact with the customer. They are the problem solver. They are most often the first and lasting impression! Because they are so important, we have put together a program to help them deal with every day operations and obstacles and learn how to handle situations that do not regularly occur.
This seminar covers:
Today’s Professional Teller
What it is really like to be a teller
Communication is a must
You and Your Customer
What IS good customer service?
Handling the difficult customer
Handling Money
Arranging the teller drawer
Counting money
Debits and credits at the teller window
Counterfeit money – looking for clues
Making the Check Cashing Decision
Paying a check vs. cashing a check
Endorsements
Acceptable IDs
Three parties of a check
Forgeries – what to look for
Basic Bank Products
Checking, Savings, CDs, IRAs, misc. services
Regulations Review
CTRs, SARs, Reg CC, Reg D, Reg DD, Reg E
And MORE…
Social Engineering
Identity theft
Dumpster diving
Pretext calling
Shoulder surfing
Plus frequent question and answer sessions throughout this presentation.
Who Should Attend:
Designed for all frontline tellers and supervisors regardless of years of exeprience.
Presenter:
Jackie Judd has over 25 years banking experience in numerous areas of the industry. She is currently on the Board Directors for 1st United Bank Fairbault. She holds an Accident, Health & Life Insurance and Securities Series 7 license. Jackie has trained bankers in the upper mid-west for over 10 years.
