Teller Skills Customer Service Fundamentals

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Primary Responsibilities Teller Duties Verisure, Inc • Responsible for cash • Review accepted transactions for potential risk • Assist compliance efforts, like BSA, AML • Provide quality customer service • Follow policies and procedures • Assist in promoting products and services © Copyright 2006 by Pivotal Financial Resources 2
Essential Qualities • People Skills – Likes all types of people – Good listener & wants to please others – Considerate, patient and calm under pressure • Organizational Skills – Keeps workplace neat and organized – Works accurately and quickly with numbers • Positive Attitude – Upbeat personality and rarely “down” – Smiles frequently – Leaves problems at home & perks others up • Professionalism – Practices professional grooming, demeanor & appearance. No offensive language used – Knowledgeable and accountable for actions Verisure, Inc © Copyright 2006 by Pivotal Financial Resources 3
Page 1: Webinar Series - T 401 Teller Skill
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 and 12: Causes of Mistakes D’oh! Verisure
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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