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.
