More than a Balancing Act – Tellers
There’s never a debate about the fact that a lot is expected of the teller. When a teller's cash drawer does not balance at the end of the day, it can be extremely difficult to locate and reconcile the difference quickly and satisfactorily. Shortages invariably must be charged against profit. For the financial institution with a large teller staff, shortages can accumulate to alarming proportions. But balancing is just one piece of the puzzle to teller excellence.
Here are the topics we will cover:
Follow Procedure – some procedures can save money, some can spare criticism from the regulators, others can save time, and the intent is to spare us errors and embarrassment.
Maintain Flexibility – successful tellers must meet the need to be flexible whether that is the hours they work or the people they work with or those they wait on.
Manage Risk – tellers become expert risk managers as they meet the challenges of cashing checks, reviewing ID, maintaining confidentiality and professionalism.
Promote Sales and Provide Service – the "inside sales force” is the teller line and like all member contact personnel the teller must always be aware of sales opportunities while providing exceptional service.
Master the Balancing Act – developing consistent habits in dispensing and receiving cash as well as becoming efficient with common, everyday transactions are the safeguards to balancing.
Keep a Positive Attitude – the one thing in life we all have an equal shot at, and complete responsibility for, is our attitude.
Beware of the Sticky Stuff – tellers have to learn how to deal with the difficult member and how to demonstrate professionalism when dealing with difficult situations.
Speaker: Honey Shelton brings the best of both worlds to her speaking and training engagements. She has 25 years of experience as a training and quality improvement consultant for banks and banking associations across the country. Her financial background includes spending three years as Executive Vice President/Chief Retail Banking Officer with First Victoria National Bank. Nationally recognized as an outstanding speaker, over a half million financial professionals have participated in programs Honey has presented. Her depth of knowledge, enthusiasm and compelling personality have left her lasting mark on InterAction Training, the firm she founded in 1983.
Over $75 million - $109 per telephone connection
$25-$75 million - $89 per telephone connection
Under $25 million - $59 per telephone connection
An audio archive is available at no additional charge and can be accessed for 60 days after the live session. Instructions on accessing the archive will be sent with your connecting instructions and confirmation.
Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.
Upon registration, you will receive an email confirmation that you can print for your records. Connecting instructions will be emailed to you approximately two days before the event.
Sorry, no cancellations are allowed after connecting instructions and handout materials have been sent to registrants. Substitutions are welcomed and encouraged.