Operations

 

Objectives

  • Communicate effectively with customers including an introduction and closing to their transaction activity.
  • Organize paperwork necessary for every day operations including Daily Balance Sheet, Cash Log, and Check Log.
  • Complete transactions for Savings accounts, Certificate of Deposits, Comet Classics, and Loans.
  • Perform fast and efficiently along with being customer friendly throughout the transaction.
  • Accurately count money to customer using the appropriate method of stacking bills and coins, using the calculator and counting it three times.
  • Record all necessary transactions for each customer.
  • Appropriately post all information to the ledger card and always complete the auditing check of the ledger card.
  • Understand and be able to explain to the customer the holds that are placed on checks.
  • Use a ten-key calculator effectively.
  • Validate everything with teller and date stamp.
  • Balance a cash drawer and appropriately fill out the correct paperwork.
  • Audit the other teller’s paperwork for accuracy.
  • Troubleshoot when drawer or paperwork is out of balance.
  • Buy and sell to and from the vault.
  • Follow and perform all security measures, such as keeping your key with you at all times.
  • Triple check to maintain accuracy.