Teller Skills Customer Service Fundamentals

Teller Money Handling and Balancing Tips
TELLER ORGANIZATION, COUNTING & BALANCING TIPS
Being organized is critical for any teller to be successful since it will effect the teller’s accuracy
and speed in handling customer transactions. Organization is vital to both. If you are not organized
at the counter, you will be slower and more likely to make a mistake.
The first step to organization is setting up your materials. The basic rule of thumb is to keep the
things you use most often... receipts, deposit and withdrawal slips, cash-in and cash-out tickets,
etc... closest to you. That way they are within easy reach when you need them. Brochures,
envelopes and other infrequently used items can be put further away.
Before you open your teller window each day it is important to check your supplies and make
sure the date on your teller stamp is correct.
Setting Up Your Supplies
Typical Teller Supplies
Listed below are several items you will work with each day as a teller. Each is described
briefly. These may vary from bank to bank, but most use the following supplies.
Working Cash Loose currency and loose coins used to handle ordinary
transactions through the day.
Bulk Cash Packaged currency and rolled coin kept in reserve to handle large
transactions.
Coin Dispenser A tray or other device used to hold and dispense loose coin.
Bank Forms Documents to record transactions for the customer or the bank,
including receipts, deposit and withdrawal slips, and cash-in and
cash-out tickets.
Teller Stamp: Identification stamp used to show which teller handled a given
transaction. Your teller stamp should be secured in your cash
drawer whenever you leave your teller station.
Bait Money Traceable money to be given out in the event of a robbery at your
window.
Mutilated Money Coin or currency that is removed from circulation because it is no
longer usable.
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