Achieving Teller Excellence - 2016
Presented by
Honey Shelton
Recorded on May 26, 2016
—
2.0 hours
Have you completed this webinar? Please tell us what you think.
Every encounter today at the teller window presents an opportunity to expand the relationship with the customer. Each encounter calls for a teller to be keenly aware of the risk associated with various types of transactions. This program reminds the teller that at the end of the day there is the expectation to balance and much, much more.
This webinar will explain why it is important to:
Follow Procedure - some procedures can save money, some can spare criticism from the regulators, and others can save time, a few help spare lives.
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 wait on.
Manage Risk - tellers become expert risk managers as they meet the challenges of cashing checks, reviewing ID, responding responsibly to robbery training and other security issues.
Promote Sales and Provide Service - the "inside sales force" is the teller line and like all customer 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 customer and how to demonstrate professionalism when dealing with difficult situations.
This program is for you if you:
Throughout the program excellent tips and techniques will be explored that deal with the skill sets, attitude and knowledge a teller must acquire to achieve excellence.
Who Should Attend:
Your teller staff and all supervisors and trainers responsible for making a positive impact with tellers..
Honey Shelton
Achieving Teller Excellence
Slides
Questions and Answers