Front-Line Staff Series: Teller Essentials School


Event Date: Wednesday, October 02, 2013
Time: 8:30 AM - 4:00 PM
Category: Education
Event Fee: $195.00
Registration Deadline: Monday, September 30, 2013
Location: League Training Center
Address:
5975 Castle Creek Parkway N. Drive
Suite 300
Indianapolis, IN 46250
(317) 594-5300 or (800) 285-5300

Description

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SESSION DESCRIPTION
To our members the teller is the credit union. It is imperative that the teller has a complete understanding of the professionalism and knowledge necessary to be successful at their job.
To meet, and exceed the expectations of both the credit union and the member; the teller must develop essential job skills.  The teller needs to process member transactions quickly and accurately. The teller needs to have an understanding of banking regulations and compliance issues. The teller must have the ability to recognize and act on security matters from check fraud to robbery, to best protect the member, employees, and the credit union. And most importantly, for the teller to be able to fill both the financial and service needs of our members.
Through the League’s intense two day program, these important needs are addressed, practiced, and an expertise is developed. Upon completion of the program, the teller will become a confident asset of the credit union, ready to handle the daily challenges of the job.
Key concepts of Teller School include:
  • Cash handling
  • Negotiable instruments
  • Check fraud/counterfeit currency
  • Regulations and compliance overview
  • Robbery
  • Selling financial products
  • Member service and building relationships
EDUCATION INVESTMENT
The educational investment is $195. Small credit union discount applies!
 
Registration deadline Extrnded until Monday, Sept. 30, 2013.
SPEAKER BIO
Catherine Colfer, executive vice president and co-founder of C & S Training Services, Inc., has a degree in education and more than 20 years of experience in the financial industry. Her experiences range from front line operations to serving as training director for a major financial institution. Her expertise is in developing and implementing the training of specialized, regulatory and technical issues. Her hands-on, practical style of training shows participants how to apply the skills learned in her workshops to their jobs.
Steve Janiszewski, president and co-founder of C & S Training Services, Inc., holds a degree in both business and education, and has more than 25 years of management experience in the financial community. As an adult education instructor, Mr. Janiszewski has developed and conducted many classes and seminars for “in house” programs, colleges and professional associations. His expertise is in the fields of supervision, employee development, security, and sales training.
AGENDA (all times shown are local time)
8:30 – 9 a.m.           Registration and refreshments
9 a.m. – Noon          Seminar begins
Noon – 1 p.m.          Group luncheon
1 – 4 p.m.               Seminar resumes