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