Teller Skills Customer Service Fundamentals
Teller Skills Customer Service Fundamentals
Teller Skills Customer Service Fundamentals
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Routine is the key<br />
1. Greeting – always use name where possible<br />
2. Transaction Type – understand what is being<br />
requested by the customer or member<br />
3. Identification – where cash is received or<br />
paid out, verify ID using bank policy<br />
4. Obtain <strong>Customer</strong> data – check systems for<br />
holds, NSFs, comments, stops, available<br />
balance & other information<br />
5. Post transaction – to obtain approval or<br />
memo post to automated systems<br />
6. Use Paylist – when receiving or paying cash<br />
7. Cash Tickets* – make necessary CI/CO or<br />
batched cashed check and add to totals<br />
8. Validate items - as required & for audit trail<br />
9. Issue Cash and/or receipts – give customer<br />
10. Thank customer – again by name<br />
*Cash Tickets not used on real-time systems<br />
Verisure, Inc<br />
© Copyright 2006 by Pivotal Financial Resources<br />
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