Mastering the Balancing Act
Maintaining and balancing the cash drawer is a major responsibility for tellers.
Thousands of dollars in cash may pass through their hands daily, and accounting for every cent is critical.
Accuracy and efficiency in handling cash are key, along with a friendly and helpful demeanor, being alert for fraud and scams, and complying with regulatory reporting requirements.
When a teller doesn’t balance consistently, it could be due to lack of training or learning, disorganization, failure to follow procedures, a con artist scam, or lack of consistency in handling transactions.
This webinar will remind your tellers of the importance of their job, while reviewing steps needed to ensure a favorable outcome at the end of the day when balancing the cash drawer.
- Ten Things Tellers Must Do
- Six Things Tellers Never Do
- Best Practices that Impact Balancing
- Avoid Outages and Interruptions
- Eliminate Transpositions
Everyone who works a teller window at any time, plus teller supervisors, branch managers and those responsible for training tellers.
Janice Branch has been a senior training consultant for InterAction Training for twenty years. She is a very seasoned presenter that has all the right stuff to wow her participants about the subject matter. Prior to joining InterAction Training, Janice was the Senior Manager of Training for Consolidated Communications where she managed, designed, coordinated and presented training programs for this multi-state telecommunications company with over 1000 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 bank wants to hear from. Participants appreciate her “been there, done that” humor along with her expert ability to facilitate learning.
Janice has obtained a Bachelor of Business Administration with a major in Management from Almeda University and is certified by the University of Houston in Leadership and Management. In addition, Janice has obtained trainer certifications from Achieve Global and Development Dimensions, Inc.
A native Texan she enjoys many pursuits in addition to teaching and learning but none more than being a grandmother and tending to her ten acre home in Montgomery, Texas just north of Houston.
Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 CE Credits
- Live Webinar which includes 7 Day On-Demand - $265
- Six Month On-Demand – $295
- Live plus Six Month On-Demand – $365
- CD-ROM (Includes Six Month On-Demand) – $325
- Premier (Includes all options) – $395
- Additional Locations – $75
Online: Click here.
Phone: Call Total Training Solutions at (800) 831-0678
Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.