Model Teller Training Manual

Author: Cornelia Matthews
Format: 3-Ring Binder with CD
Frequency: 2 updates annually
Price: $499
Plus shipping and handling.
Sales Tax: for NY, TX, DC, CT orders only.

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You can review this product for 30 days. Your annual subscription includes published updates at no additional charge for the 12 month subscription period. At least 2 updates are expected. If you cancel your subscription within 30 days of receipt, you will receive a full credit upon return of the product together with a request for cancellation.

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Complete Teller Training Made Easy.

Tellers are your customers’ primary contact point for service and questions, so they must understand customer service. They need to know your bank’s systems, limiting mistakes or costing you money. Tellers also must understand consumer compliance issues to avoid compliance errors. Training is the key. The training you give your tellers has to cover everything, be kept current, and be closely monitored and reinforced. You want to ensure that the teller is grasping the training. You’ve got too much at stake to take any other approach.

This manual and CD set helps you give your tellers the training they need. It explains everything from customer service to bank secrecy, gives you a trainer’s guide and a trainee’s manual, and puts all of this information on CD. You can easily work with the chapters to tailor the manual for your bank.

Trainer’s Guide and Trainee’s Manual sections make it easy to create your training program.
The manual helps you to choose a trainer and set up and run your program.
The information includes a two-week training schedule you can follow.
Sample questions and discussion topics for your class help the trainer reinforce the material.
Role playing exercises help your trainees use the skills and information they’re learning.
Each chapter in the Trainee’s Manual includes plain English explanations of complicated rules, exercises to reinforce the concepts, and lots of examples to clearly illustrate difficult issues.
You get the Trainee’s Manual on CD so you can easily modify the manual where appropriate.
Periodic updates make it easy to incorporate new regulations and activities into your teller training program.

About the Author

Cornelia Matthews is owner of Cornelia Matthews and Associates, a financial consultant firm specializing in operations productivity reviews, human resources department organization, and related programs. The firm also specializes in operations training programs and manual development.

Ms. Matthews has more than 35 years of banking experience in operations, data processing, and staff training and 12 years of experience in bank equipment marketing and sales. She has 17 years of experience as an instructor for the American Institute of Banking. Ms. Matthews is a well-known speaker and workshop leader for such organizations as Columbia State College, Financial Women International, Clemson University, Vanderbilt University, and Bank Administration Institute. She has written other training manuals for Sheshunoff Information Services and articles for industry publications.