Teller Skills Customer Service Fundamentals

Teller Money Handling and Balancing Tips
Other Suggestions:
o Check with your proof department. This department proofs all the items
handled by you during the day. Often they will find your difference before you
even know you’re out of balance. They may have found an error which affects
your cash-in and cash-out totals.
o Check your teller tape to make sure your teller machine was cleared at the
beginning of the day and after each calculation. If the machine was not
cleared, other amounts may have been included in your totals... or included
twice.
o Check with any other teller or department you had dealings with during the
day. If they are over by the amount you are short, or short by the amount you
are over, you may have made a mistake in documenting a transaction
between you and them.
o Finally, take some time to mentally reconstruct what happened during the
day. Were there any difficult transactions? Any you rushed through? Any you
chatted through? By retracing the day, tellers can often narrow down the list
of transactions that may have caused the mistake.
By staying organized and concentrating on each transaction as you perform it, you’ll be
able to prevent most mistakes from ever happening. But if you find yourself out of
balance when you close out your drawer, stay calm and use the techniques discussed in
this section. Chances are you’ll be able to correct your mistake quickly and feel good
about the job you’ve done as a bank teller.
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