Cornerstone Skills for Every Teller
Maintaining the cash drawer throughout the day is a major responsibility for a teller. In any financial institution there is much emphasis placed on the need for tellers to balance daily. Thousands of dollars in cash may pass through the teller's hands each day and accounting for every cent is of primary importance.
Accuracy and efficiency in handling cash are key components to the job while maintaining a friendly and helpful demeanor, and being on constant alert for fraud and scams, as well as complying with regulatory reporting requirements sum up the teller's responsibilities around transactions.
When a teller does not balance consistently it could be related to a lack of training or learning, disorganization, failure to follow procedures, a con artist scam or the lack of consistency in handling transactions.
This webinar will remind tellers of the importance of their job while reviewing the necessary steps to ensure a favorable outcome at the end of the day when balancing the cash drawer.
Topics Will Include:
- Ten Things Tellers Must Do
- Six Things Tellers Never Do
- Best Practices that Impact Balancing
- Avoid Outages and Interruptions
- Eliminate Transpositions
Who Should Attend?
Everyone who works a teller window including part-time, sometimes or all the time tellers plus teller supervisors, branch managers and those responsible for training tellers.
Instructor
Janice Branch has been a senior training consultant for InterAction Training for twenty years. She is a very seasoned presenter that has all the right stuff to wow her participants about the subject matter. Prior to joining InterAction Training, Janice was the Senior Manager of Training for Consolidated Communications where she managed, designed, coordinated and presented training programs for this multi-state telecommunications company with over 1000 employees.
Whether it is teaching how to coach, manage, lead, negotiate, service, sell or train at every level in an organization or if it is consulting on problem solving and servant leadership, Janice is the "go-to" person every bank wants to hear from. Participants appreciate her "been there, done that" humor along with her expert ability to facilitate learning.
Janice has obtained a Bachelor of Business Administration with a major in Management from Almeda University and is certified by the University of Houston in Leadership and Management. In addition, Janice has obtained trainer certifications from Achieve Global and Development Dimensions, Inc.
A native Texan she enjoys many pursuits in addition to teaching and learning but none more than being a grandmother and tending to her ten acre home in Montgomery, Texas just north of Houston.