Workshop Details
Essential Teller Issues
The most popular and highest rated teller seminar in the country
InterAction Training has been providing the Essential Teller Issues workshop for over 20 years and consistently receives rave reviews. And, that’s a challenge when you offer evening training for tellers who have been at work all day. Send your tellers, your supervisors, your trainers to this program and you will see why it is rated excellent by the attendees. InterAction only provides the best trainers, whether your trainer for this program is Honey Shelton or Janice Branch, they both bring humor, knowledge and fast-paced learning to the workshop.
Here are the highlights of the program:
- Looking the part of a banker – impression management means following dress code issues and making smart, professional choices in how you look and what you say!
- Doing your part at your location – branching demands teamwork and initiative, working together, getting it done!
- Recognizing your value – tellers need to hear how important they are to the bank, to the customer and what a critical role they play
- Excelling at referrals and cross-selling– in banking today it’s about the relationship, growing it, taking care of it!
- Recognizing opportunities, knowing what to do, what to say will help tellers grow referrals and sell appropriately.
- WOW those customers! – Who’s in the very best position to do just that…a well-trained, friendly, approachable teller!
- Know the rules, follow the rules – adhering to procedures saves time, money and protects the teller’s reputation.
- Balancing – one important piece of the scorecard for a teller. Knowing what to do and what not to do is how high performing tellers consistently balance.
- Loss prevention expertise – the well-informed teller knows what to be on the lookout for in order to reduce the risk that comes with transactions on the teller line. Fraudulent lotto winnings, counterfeits, scam artists and fake ID are among the list of what to be on the lookout for in order to do your part in loss prevention.
- Keep auditors and regulators happy – pay attention and respect when it comes to compliance
- High alert for bank robbery – all tellers need to be reminded of the steps to take in the unfortunate event of a bank robbery. The only thing that offsets panic in an emergency is training!