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Out of Balance at the Teller Window

November 20, 2019 @ 10:00 AM - 11:30 AM

Reserve Your Seat Now!

Out of balance? Doesn’t always mean the cash drawer. There is more than one way a teller can be out of balance at your credit union! The cash drawer is the most obvious that does come to mind but a teller can lose their balance when dealing with an irate member or when they have a conflict with a co-worker. How about managing change – change in hours, what is expected, a new process or a new procedure? Maybe your credit union expects tellers to spot opportunities and seek out referrals to other products and services when a member calls or comes by the branch. Tune in and learn how to keep your balance when working the teller window.

Covered Topics

  • Elevate your emotional intelligence – what is it? How do you manage yourself in sticky situations with your team and with your members?
  • Earn an impeccable reputation – don’t settle for mediocrity, take your game up to the level of the pros in how well you adhere to best practices when handling cash and decision making.
  • Learn how and when to cross-sell by building rapport with your members
  • Understand the risk of handling transactions for the new depositor, what to consider with less-cash deposits, and maintaining confidentiality.

Who Should Attend?

New supervisors, supervisor candidates, current supervisors and managers, and those that manage and train supervisors.

Reserve Your Seat Now!

About the Speaker

Honey Shelton - PresidentHoney Shelton brings 30 years of experience as a training and quality improvement consultant to her speaking and training engagements. Honey works with hundreds of banks, credit unions, and associations across the country. Her substantial banking background includes spending three years as Executive Vice President/Chief Retail Banking Officer with a $1 billion south Texas bank. Honey is nationally recognized as an outstanding speaker, over half a million bankers have participated in her programs and attended her keynotes. Her depth of knowledge, enthusiasm, and compelling personality have left a lasting mark on InterAction Training, the firm she founded in 1983.


November 20, 2019
10:00 AM - 11:30 AM
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