Teller Skills Customer Service Fundamentals

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Balancing Errors Verisure, Inc • Listing Errors – transaction or balancing • Transpositions – look for the “9” rule • Entry errors on cash tickets or ticket not made on transactions involving cash • Errors in transferring cash • Counting errors or incorrect listing on the daily cash balance sheet • Machine entry errors • Wrong starting/beginning balance • Errors in addition • The official balance is the actual cash! © Copyright 2006 by Pivotal Financial Resources 12
<strong>Teller</strong> Terminations Verisure, Inc Main Reasons • Not following bank policies • Not following routine procedures • Excessive teller over/short entries • Absenteeism • Unprofessional • Security violations © Copyright 2006 by Pivotal Financial Resources 13
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 and 10: Counting Methods Denomination Used
Page 11: Causes of Mistakes D’oh! Verisure
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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