COVID-19 and CDC Guidance: Safety Practices for Financial Institutions
Safety expert Michele Mathews will share the latest guidelines for financial institution safety. You will learn how to protect clients, members, and staff as you increase personal interactions.

What You'll Learn

  • What are the latest guidelines from the CDC, OSHA, and other agencies?
  • What are the safest procedures for tellers to follow when handling cash?
  • How should loan officers maintain safety?
  • How should you clean and disinfect branches, offices, and equipment?
  • What physical barriers work well for financial institutions?
  • What changes should you make to your branch and office configurations?
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INFORMATION
Training Overview

People are returning to work, venturing out more frequently, and longing to conduct financial transactions. It is time to start gearing up for the increase in branch and office traffic.


To keep customers, members, and staff safe, you need to understand CDC guidance and discover proven protocols for financial institutions. From extensive cash handling to in-person identity verification requirements, you face unique challenges in preventing COVID-19 that do not affect most other businesses.

  • What are the latest guidelines from the CDC, OSHA, and other agencies?
  • What are the safest procedures for tellers to follow when handling cash?
  • How should loan officers maintain safety?
  • How should you clean and disinfect branches, offices, and equipment?
  • What physical barriers work well for financial institutions?
  • What changes should you make to your branch and office configurations?
Recommended Audience
Who Should Attend?
  • Branch managers
  • Tellers
  • Loan officers
  • Other financial institution personnel
What's included
Training includes
  • Certificate of Attendance
About

Expert Presenter

Michele A. Mathews
  • Founder of Mathews’ HR & Safety Consulting
  • Previously Director of Corporate Human Resources and Corporate Risk Mitigation and Safety Compliance Officer for a mid-sized senior living organization
  • Worked as a Safety and HR Manager for twelve years in the General Industry and Commercial Construction Industry
  • OSHA Authorized Trainer
  • Authorized BLS, CPR, AED, and FA Trainer for the American Red Cross
  • ALF Core Certified
  • Professional Human Resources (PHR) certification
  • Society for Human Resources Management Certified Professional (SHRM-CP)
  • AA in Psychology
  • BA in Human Resources Management
  • Enrolled in an MBA program with a concentration in Human Resources Management