South Carolina Credit Union League

2008 Seminars

Teller Workshop

June 3, 2008
Greer, SC
9:00 a.m. – 4:00 p.m. Local Time
Tuition: $199
Credit unions under $10 million in assets receive a 25% discount. Please call or e-mail for more information.

NEW ACH PAYMENT OPTION

You can now select ACH Debit on your registration form to pay directly out of your account. CUNA member access is required. Request web access today.

Also available: September 23, 2008


Download the complete brochure

SEMINAR OVERVIEW

Credit unions are known for excellent member service. But in this competitive market, there's always room for improvement. At the Teller Workshop you'll learn, discuss, and practice the skills for success on your credit union's frontline. You'll discover how to comply with regulations, prevent fraud, handle emergencies, and make your service shine. This workshop focuses on the uniqueness of credit unions and builds the skills necessary to become a successful, professional teller.

Topics include:

Teller Basics
Regulations for Frontline Staff
Fraud Prevention
Handling Emergencies
Communication and Sales Skills

Schedule:

8:30-9:00 a.m.: Registration
9:00 a.m.-Noon: Sessions
12:00-12:45 p.m.: Networking Lunch
1:00-4:00 p.m.: Sessions

TOPICS & OBJECTIVES

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

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

Affiliation with CUNA/League is required for attendance.

LOCATION
CPM FEDERAL CREDIT UNION
1445 Hwy 101 South
Greer, SC 29650

INSTRUCTORS
Barbara Lehew-Bickley
Barbara Lehew-Bickley, director of conferences and training at the South Carolina Credit Union League, has dedicated 17 years to the credit union movement. A former teller herself, Barbara coaches you in the technical and personal skills necessary for success.

FREE PUBLICATIONS
Try one of these publications free when you register for this program!

Credit Union Magazine (6 months free!)
Directors Newsletter (6 months free!)

Find out more about these publications

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on May 26, 2008 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after May 26, 2008. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.