Teller Workshop
Topics & Objectives

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Please note that the Topics/Objectives listed below are subject to change.

Teller Basics

  • Discover the credit union difference
  • Get the facts on currency and check features
  • Grow your knowledge of common check and endorsement issues
  • Understand the check hold rules

Regulations for Frontline Staff

  • Understand the major regulations, including the Bank Secrecy Act
  • Know the consequences of non-compliance
  • Understand the key role you play in your credit union's compliance

Fraud Prevention

  • Know how to detect altered and counterfeit items
  • Learn about different types of scams and how to prevent them
  • Explore ways to protect members against fraud

Handling Emergencies

  • Know how to handle whatever comes your way, including robbery, natural disasters, bomb threats, or power failure
  • Understand the steps to take before, during, and after the emergency

Communication and Sales Skills

  • Understand the dimensions of great service
  • Improve your interpersonal and phone communication skills
  • Discuss and demonstrate active listening skills
  • Handle member complaints and criticism
  • Listen for and respond to sales opportunities
  • Know your credit union's products



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