Author: Benita Harp, Cornelia Matthews
Format/Frequency of Update: 3-Ring Binder with disk/
1 update annually
Price: $525
Plus shipping and handling.
Sales Tax: for NY, TX, DC, CT orders only.
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Effective, Affordable, Ongoing Training for the People Your Members See Most!
Your credit union's tellers and member service representatives are the #1 point of contact for your members. Make sure your tellers and MSRs have the skills to cross-sell your products and services and encourage your members to get all their financial services needs met by your credit union.
This complete resource can help you effectively train these people in everything from selling techniques to detecting fraud. Plus, it provides tips on how to dress and conduct themselves to give your members the right impression.
You get everything you need to develop a teller and member service representative training program, select the right people for the job, and provide every teller/MSR with his or her own customized Training Manual: a trainer's guide designed to help credit union supervisors and managers develop and maintain an effective, ongoing teller/MSR training program; a Teller/MSR Training Manual which you can adapt to your credit union's specific needs and give to each teller/MSR to learn from and use as an ongoing reference resource; and a CD with the model training manual in Word 6.0 or ASCII so you can quickly and easily customize your training manual to include your credit union's name, policies, and specific products. Then print a copy for each trainee to keep, learn from, and refer to when questions arise.
You also get a full year of timely updates as part of your service. So as laws, regulations, and best practices change you can use updated CDs to easily update your credit union's Teller/MSR Training Manual and give everyone a new copy. It's the best way to be sure that every teller and MSR has the latest information and can follow the proper procedures.
Authored by Credit Union and Training Professionals
Benita Harp is Chief Operations Officer of Tennessee Workers Credit Union (TWCU). She has managed and trained tellers and member service representatives, and has gone on to train others to do the same. She also developed her own ongoing teller/MSR training program which TWCU uses with great success.
Cornelia Matthews has more than 35 years of experience in managing and training tellers and MSRs, and is now a consultant specializing in teller and operations training programs for financial institutions of all sizes. She also has 17 years of experience as an instructor, and has trained others to properly train tellers and MSRs to successfully cross-sell products and services, follow policy, and handle difficult people.
In this manual, they share the information and the techniques that have made their training programs so successful.
The professional publications experts at Sheshunoff Information Services Inc. have used their experience to organize and present the information in an easy-to-use, accessible format. Sheshunoff serves over 5,500 credit union clients.
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