WEBINAR CANCELLED - Increasing the Bottom Line by Preventing Losses
How many different categories of losses are there? Whether it is cash control, embezzlement, teller shortages, loan losses, or chargebacks, this presentation will address the importance of minimizing losses. Every day your credit union handles documents and cash worth tens of thousands of dollars. Therefore, you must constantly be alert to fraudulent attempts. A former security officer stated, “When what you work with starts looking like cash, it is time to get a new job.”
This presentation will teach skills to combat losses. You will learn the single most critical element to minimizing losses in addition to one step which will prevent many losses from occurring.
- Why it is so important to minimize losses – the effect on the bottom line
- The most important element to reduce losses – identification
- A key process to reduce teller losses – understanding mathematical solutions
- Two mathematical formulas every teller should know
- Better to have and not need than need and not have – quality documentation
- The rule of 2s and the rule of 9s
- Sample checklist to locate teller errors
- Sample template for documentation of encounters with members
- Employee training log
- Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND?
This informative session is designed for all branch employees, especially teller supervisors, lead tellers, and branch staff.
Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.
ABOUT THE PRESENTER – John Baptista Jr., Impact Training & Consulting
John Baptista combines over three decades of experience in the financial industry and business world with specialties in management and customer service. A seasoned consultant and presenter, John’s real world experiences bring a unique dimension to his programs. As the youngest branch manager in the history of one of the largest California banks, John recognized early the importance of service and was ranked in the top 10% out of 2000+ employees for providing the best customer service.
A graduate of the University of Southern California and the University of San Diego, John’s training style is down-to-earth and engaging, with a practical approach. His exceptional communication skills allow him to keep participants engaged and target his message to a variety of skill levels. He turns the theory of the text book into practical application.
THREE REGISTRATION OPTIONS
Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
1. LIVE WEBINAR
The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com.
Listen to the archived webinar on your
Instructions will be emailed with the archived webinar link.
2. ARCHIVED WEBINAR & FREE CD ROM*
Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.
As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.
The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.
3. BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)
Options 1 and 2 described above
AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE
*CD ROM is for Mac and PC use only
November 6th, 2014 2:00 PM through 3:30 PM