SE.XTM Xpress Teller Training Day

Teller

Summary

This Client Services and Education Program is geared towards both newer Tellers/MSRs and experienced staff seeking information about the Teller and Member Service functions in the core.

Audience

New and experienced Tellers/MSRs

Objectives

By the completion of this course, participants will be able to:
  • Process basic member requests
  • List tips on navigating the teller processing system
  • Identify tools and skills required to effectively work on a teller line

Topics

  • Member Services: Account Inquiry and Phone Operator
  • Teller Techniques
  • Transaction Reversals and Fee Refunds
  • Teller Best Practices and Teller Offage Research
  • Online University
  • Exercise for Success
  • Show me the Steps
  • OnDemand Videos
  • Registering for courses