Teller Training

Nailing Your Job of Head Teller

Frontline positions are, without question, one of the most critical jobs at any financial institution. Frontline staff has the best opportunity to reflect the bank’s values and ambitions for customer service. It’s essential that your frontline staff has a well-trained leader that has the capacity and takes responsibility for developing a dynamic team.

Train Smarter and More Effectively

Are you tired of staff complaining about ALL THE MANDATORY training they are expected to complete? Does it frustrate you when you see people skip the content of online training and rush through the test? You expect your people to learn, so we are going to put complaining on a diet at your company!

Training Resistant Employees

Training Resistant Employees

Do you build your training programs with resistant employees in mind? If not, you’re in the right place to learn how to alter your training so that you get the people who have checked-out checked back in! Training Resistant Employees: Where to Begin? Some employees have been in their job for such a long time …

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Six Questions Head Tellers Asked Us

Six Questions Head Tellers Asked Us

What is a head-teller to do when faced with tough stuff? We received six questions about six different situations. Here are our suggested responses! 1. Repeated Mistakes I have a teller that continues to make mistakes – the same mistakes – on completing forms incorrectly. I have told her and told her. The customers love …

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5 Payoffs for Training Tellers

5 Payoffs for Training Tellers

We all can agree that no matter what is or isn’t or what will or won’t happen with the future of branch it still matters what happens when a client walks into one of yours. When a client or a prospect comes to the branch it is an important opportunity to reinforce the brand and …

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The Secret To Training Tellers

The Secret to Training Tellers

This is a post by guest blogger, Zack Merrill, CBTP. You will enjoy learning his take on the secret to training tellers. We seldom remember the expected exchange of everyday conversation because our brain is chock-full of stuff already. If the exchange is meaningful or helpful to you then there is a better than average …

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Decisions at the teller window - Blog March 31st 2015

Decision Making at the Teller Window

The Federal Trade Commission, the nation’s consumer protection agency, states that counterfeit check scams are on the rise. Some fake checks look so real that bank tellers are reporting being fooled. The scammers use high quality printers and scanners to make the checks look real. Some of the checks contain authentic-looking watermarks. These counterfeit checks …

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Honey Shelton's Blog: Crimes At The Teller Window

Crimes At The Teller Window

Crimes at the teller window occur most often by a new account holder or by an impostor posing as someone else. The favorite location for this type of perpetrator is the drive-in. A quick getaway, in addition to the added distance between teller and customer, make the drive-in the ideal place for con artists to try …

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Angry Customers

Angry Customers

We all have to deal with angry customers.  Since so many customers now do most of their banking online or at ATMs, the only time they come into a branch or call you may be when there is a problem.  When there is a problem they can’t resolve on their own, they tend to take …

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Boot Camps

Boot Camps

Take some time to shape up for the New Year. The military have boot camps to get their troops ready for a mission. They have drills, build camaraderie and map out strategies to get their mission accomplished. I have boot camps for bank professionals with similar goals in mind. Get re-energized for your mission as …

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Red Flags for Elder Abuse

Red Flags for Elder Abuse

How Are Elders Abused and Why Should You Care as a Bank or Credit Union? Recent studies suggest that financial exploitation is the most common form of elder abuse that only a small fraction of incidents are reported. Elder abuse includes the illegal or improper use of an older adult’s funds, property or assets. Credit …

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Wild Workers

Are your workers wild about where they work?  Do they enjoy being together?  Do they find value in what they do everyday? As a supervisor in any organization you know you are doing well when your workers seem to thrive in the working environment.  I know I’ve walked into some establishments and felt a light-hearted …

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Teller Coaching

Successful supervisors coach their team towards achievement. A bank teller equipped with great training and superior coaching will find success. In an atmosphere where team members can fully use their skills, knowledge and creativity, they reach the goals of the department and the company. The supervisor’s job is to encourage the team, organize ongoing work with clear direction …

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