Half Day Training: Teller Essentials for Loss and Error Prevention (morning)

Any financial institution is, by its nature, a target for loss. In dealing with money, you are working with an item that everyone wants. Annually, hun- dreds of thousands of dollars are lost due to a variety of illegal activities. Can anything be done to eliminate this type of activity? The answer is no! What we can do is learn to detect and minimize the frequency in which they occur.

In this highly-informative program, you will learn how to recognize and prevent potential losses and errors. Topics that we will discuss include:

  • Identification: Why Is It So Important?
  • Counterfeit money
  • Negotiable Instruments
  • Balancing
  • Robbery

This program will discuss these issues and more. Additionally, it will provide you with appropriate controls and practices to neutralize events of this type. 


Speaker: John Baptista Jr.

John Baptista Jr. has taught a countless number of individuals like yourself. His down to earth, practical approach to teaching, allows individuals to learn skills they can readily put to use. A nationally recognized training company writes “His workshops are an effective blend of presentation and hands-on participation. And his caring, energetic training style is a plus you’ll appreci- ate.” Often described as the “Best there is to offer”, John brings laughter, fun and most of all his ability to get others to learn.

John’s experience spans over 34 years in and around the financial industry, 29 years in management, and over 35 years of customer relations. His “real world” experiences provide a new learning dimension to each of his programs. His teaching experience includes over 4 years at the College level and over three decades as a presenter of seminars which makes his programs tops.

He is an alumnus of the University of Southern California and the University of San Diego. 

Date 9/16/2014 9:00 AM to 12:00 PM
Contact:
sn@utahscreditunions.org
(801) 243-3118