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Essential Teller Issues

September 10, 2018 @ 6:00 pm - 9:00 pm

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Vital Skills for Tellers Who Want to Ace Their Job!

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Essential Teller Issues zeroes in on six essential skills that all tellers must master to excel in their role. The program highlights the importance of what tellers do, how they do it, what they say, and how to provide exceptional customer service. Essential Teller Issues is an attention-grabbing, fast-paced workshop filled with thought-provoking, real-life examples that will help tellers develop their professional maturity, attention to detail, conversation skills, and ability to cross-sell.

Each participant will be reminded of or introduced to the complexities required to excel on the job. Participants also receive the newest edition of the teller manual that serves as a guide for the program and an on-the-job reference.

InterAction Training has more than 30 years of expertise in training bank tellers. It should be no surprise that this high-impact workshop is rated the most dynamic teller training experience in the country. Attendees consistently rave about the program and reference manual.

What Participants Will Learn:

  1. Professional Maturity
  • Gain Flexibility
  • Manage Your Image
  • What You Say, How You Say It
  • Reputation
  • Manage Your Emotions
  • Confidentiality
  • Courtesy, Kindness, and Professionalism
  1. Follow Procedure
  • Handle Cash Like a Pro
  • See to the Details
  • Robbery Preparedness
  • Maintain Vigilant Compliance
  1. Scrutinize Transactions
  • Verification Concerns
  • Check Cashing Guidelines
  • Identification Rationale
  • Examining Endorsements
  • Dissecting Less-Cash Deposits
  • Fraudulent Schemes & Popular Scams
  1. Provide Extraordinary Service
  • Make Their Day
  • What the Customer Wants
  • Effective Communication
  • Five Habits of Highly Effective Tellers
  1. Ace Cross-Selling & Referrals
  • Product Knowledge Proficiency
  • Be Inquisitive, Engaging and Prepared
  • Spot Opportunities; Start Conversations
  • Suggest Solutions; Share Information
  1. Master the Balancing Act
  • Ten Things You Must Do
  • Six Things You Never Do
  • Avoid Outages and Interruptions
  • Eliminate Transpositions

Who Should Attend?

Everyone who works as a teller, full-time, part-time, or occasionally. This workshop is beneficial for tellers, teller supervisors, branch managers and those responsible for training tellers.


Vicki Kraai - Senior Training ConsultantVicki Kraai is a Senior Training Consultant for InterAction Training. Attendees value Vicki’s highly engaging “been there, done that” approach in all facets of her training. She founded her consulting firm VK Solutions in 2010, specializing in assisting community-minded banks and credit unions. Vicki is an expert on growing your people and profitability. She has a passion for developing people for success in the financial services industry.


Ogallala Quality Inn
201 Chuckwagon Rd
Ogallala, NE 69153 United States
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