8 Keys to Teller Excellence
Develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service

The goal of every financial institution is to develop tellers who acquire the skills to proficiently deal with customers, utilize loss prevention techniques and put a harmonious touch into every transaction.

Whether the teller is new or a veteran, here is an opportunity to learn tips and techniques that will make them more efficient, confident and prepared to tackle the daily responsibility of being a dynamic teller. This webinar is designed to develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.


The 8 Keys

1.  Professional maturity

2.  Manage your image

3.  Follow procedure

4.  Scrutinize transactions

5.  Minimize cons and scams

6.  Provide extraordinary service

7.  Ace cross-selling

8.  Master the balancing act


Tellers, head tellers, branch managers, teller supervisors and trainers.


Janice Branch has been a senior training consultant for InterAction Training for over 20 years. She is a Certified Bank Training Professional (CBTP) and seasoned presenter that has all the right stuff to wow her participants. Prior to joining InterAction, Janice managed, designed, coordinated and presented training programs for a multi-state telecommunications company with over 1,000 employees.

Whether it is teaching how to coach, manage, lead, negotiate, service, sell or train at every level in an organization, or if it is consulting on problem solving and servant leadership, Janice is the “go-to” person every banker wants to hear from. Participants appreciate her “been there, done that” humor along with her expert ability to facilitate learning.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session


Live Webinar:

Member price: $275.00 | Non member price $550.00

On-Demand Webinar

Member price: $295.00 | Non member price $560.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.