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Mastering the Balancing Act
January 24 @ 10:00 am - 12:00 pm
How Successful Do You Expect Your Tellers to Be?
Maintaining the cash drawer throughout the day is a major responsibility of a bank teller. In any bank, there is much emphasis placed on the need for tellers to balance daily. Thousands of dollars in cash may pass through the teller’s hands each day and account for every cent is of primary importance.
Accuracy and efficiency in handling cash are key components to the job while maintaining a friendly and helpful demeanor, and being on constant alert for fraud and scams, as well as complying with regulatory reporting requirements sum up the teller’s responsibilities around transactions.
When a teller does not balance consistently it could be related to a lack of training or learning, disorganization, failure to follow procedures, a con artist scam or the lack of consistency in handling transactions.
This webinar will remind tellers of the importance of their job while reviewing the necessary steps to ensure a favorable outcome at the end of the day when balancing the cash drawer.
What You Will Learn
- Ten Things You Must Do
- Six Things You Never Do
- Best Practices that Impact Balancing
- Avoid Outages and Interruptions
- Eliminate Transpositions
Who Should Attend?
Everyone who works a teller window including part-time, sometimes or all the time tellers plus teller supervisors, branch managers and those responsible for training tellers.