Teller Skills Customer Service Fundamentals

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Check Reviews Verisure, Inc • Is it a real check & properly negotiated? • If on-us; is it sufficient, properly dated, signed, endorsed and not a stop payment? • Is it endorsed properly and the ID verified? • Is it payable to a business? – Don’t cash those unless specifically authorized (rare) • Is it over any cash limits (CTR), require any approval or Reg CC delayed availability? • Is it related to a deposit with less cash? Handle as if cashing – watch for kites, check the ID and get the deposit slip signed. • Have you documented the ID used and validated items as necessary © Copyright 2006 by Pivotal Financial Resources 10
Causes of Mistakes D’oh! Verisure, Inc • Lack of concentration • Lack of routine • Lack of organization • Change of pace or rushed • Not following policies and/or procedures • Taking shortcuts © Copyright 2006 by Pivotal Financial Resources 11
Page 1 and 2: Webinar Series - T 401 Teller Skill
Page 3 and 4: Essential Qualities • People Skil
Page 5 and 6: Teller Toolkit Verisure, Inc • Wo
Page 7 and 8: Routine is the key 1. Greeting - al
Page 9: Counting Methods Denomination Used
Page 13 and 14: Teller Terminations Verisure, Inc M
Page 15 and 16: Servicing Statistics • 68%-78% of
Page 17 and 18: Difficult Situations Verisure, Inc
Page 19 and 20: Questions? Verisure, Inc © Copyrig
Page 21 and 22: Teller Money Handling and Balancing

Teller Skills Customer Service Fundamentals

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