Teller Training Development Worksheet

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					                                                                                            Training Development Worksheet
                                                                                                            Teller

                                                             Employee Name
                                                             Training Position
                                                             Current Position
                                                             Supervisor Name

Development Status
 1   No training
 2   Employee requires constant supervision, does not understand most of job and/or procedures
 3   Meets job expectations, requires basic level of supervision and understand basic procedures
 4   Requires minimal supervision, has good understanding of job and related procedures
 5   Mastered all aspects of related job, thorough understanding of procedures, no supervision required



                                                                                                                    Approval of
                                     Development Status       Training
      Essential Job Task                                                                   Practice Dates        Supervisor/Trainer   Comments
                                      at End of Training      Start Date
                                                                                                                 Date and Signature
Cash Drawer
  Strap Denominations                1    2    3    4    5
  Coins                              1    2    3    4    5
  Buy from Vault                     1    2    3    4    5
  Sell to Vault                      1    2    3    4    5
  Balancing Drawer                   1    2    3    4    5
  Drawer Limits                      1    2    3    4    5

Accounting for Cash
  Calculator                         1    2    3    4    5
  Cash In/Out Screen                 1    2    3    4    5

Scanning
  Scan Checks                        1    2    3    4    5
  Scan Onus Checks                   1    2    3    4    5
  Scan Daily Work                    1    2    3    4    5
  Check 21                           1    2    3    4    5
  Research Scanned Items             1    2    3    4    5
  Member ID                          1    2    3    4    5
Notes:

                                                                                      Page 1 of 8
                                                                                            Training Development Worksheet
                                                                                                            Teller

                                                             Employee Name
                                                             Training Position
                                                             Current Position
                                                             Supervisor Name

Development Status
 1   No training
 2   Employee requires constant supervision, does not understand most of job and/or procedures
 3   Meets job expectations, requires basic level of supervision and understand basic procedures
 4   Requires minimal supervision, has good understanding of job and related procedures
 5   Mastered all aspects of related job, thorough understanding of procedures, no supervision required



                                                                                                                    Approval of
                                     Development Status       Training
      Essential Job Task                                                                   Practice Dates        Supervisor/Trainer   Comments
                                      at End of Training      Start Date
                                                                                                                 Date and Signature
Checks
  Check Holds                        1    2    3    4    5
  Batch Checks                       1    2    3    4    5
  Check History                      1    2    3    4    5
  Onus Checks                        1    2    3    4    5
  Components                         1    2    3    4    5
  Features                           1    2    3    4    5
  Approvals by Supervisor            1    2    3    4    5

Opening the Branch                   1    2    3    4    5

Closing the Branch                   1    2    3    4    5

History/Statements
   Teller Advantage                  1    2    3    4    5
   Branch Suite                      1    2    3    4    5
   True Image                        1    2    3    4    5
   Fees                              1    2    3    4    5

Notes:

                                                                                      Page 2 of 8
                                                                                            Training Development Worksheet
                                                                                                            Teller

                                                             Employee Name
                                                             Training Position
                                                             Current Position
                                                             Supervisor Name

Development Status
 1   No training
 2   Employee requires constant supervision, does not understand most of job and/or procedures
 3   Meets job expectations, requires basic level of supervision and understand basic procedures
 4   Requires minimal supervision, has good understanding of job and related procedures
 5   Mastered all aspects of related job, thorough understanding of procedures, no supervision required



                                                                                                                    Approval of
                                     Development Status       Training
      Essential Job Task                                                                   Practice Dates        Supervisor/Trainer   Comments
                                      at End of Training      Start Date
                                                                                                                 Date and Signature
Transactions
   Check Deposit                     1    2    3    4    5
   Check Dep w/ Cash Back            1    2    3    4    5
   Cash Deposit                      1    2    3    4    5
   Cash Deposit w/ Cash Back         1    2    3    4    5
   Transfers                         1    2    3    4    5
   Withdrawals                       1    2    3    4    5
   Non-Member Transactions           1    2    3    4    5
   Shared Branching                  1    2    3    4    5
   Loan Add-On (LOCs)                1    2    3    4    5
   Loan Payments                     1    2    3    4    5
   Loan Payoffs                      1    2    3    4    5

Credit Cards
  Cash Advance                       1    2    3    4    5
  Batch Out Cash Adv. Mach.          1    2    3    4    5
  Credit Card Payments               1    2    3    4    5



Notes:

                                                                                      Page 3 of 8
                                                                                            Training Development Worksheet
                                                                                                            Teller

                                                             Employee Name
                                                             Training Position
                                                             Current Position
                                                             Supervisor Name

Development Status
 1   No training
 2   Employee requires constant supervision, does not understand most of job and/or procedures
 3   Meets job expectations, requires basic level of supervision and understand basic procedures
 4   Requires minimal supervision, has good understanding of job and related procedures
 5   Mastered all aspects of related job, thorough understanding of procedures, no supervision required



                                                                                                                    Approval of
                                     Development Status       Training
      Essential Job Task                                                                   Practice Dates        Supervisor/Trainer   Comments
                                      at End of Training      Start Date
                                                                                                                 Date and Signature
Credit Union Issued Checks
  Cashier's Checks                   1    2    3    4    5
  Teller Checks                      1    2    3    4    5
  Money Orders                       1    2    3    4    5
  Balance Cashier's Checks           1    2    3    4    5
  Balance Teller Checks              1    2    3    4    5
  Balance Money Orders               1    2    3    4    5

Teller Services
   Gift Cards (Card Wiz)             1    2    3    4    5
   Theme Park Tickets                1    2    3    4    5
   Travelers Checks                  1    2    3    4    5
   MPI Coin                          1    2    3    4    5
   Wire Transfers                    1    2    3    4    5
   Tax Payments                      1    2    3    4    5
   Collection Items                  1    2    3    4    5
   Night Drop Processing             1    2    3    4    5
   Mail Payments                     1    2    3    4    5
   Call 24/Net 24 PIN Resets         1    2    3    4    5
Notes:

                                                                                      Page 4 of 8
                                                                                            Training Development Worksheet
                                                                                                            Teller

                                                             Employee Name
                                                             Training Position
                                                             Current Position
                                                             Supervisor Name

Development Status
 1   No training
 2   Employee requires constant supervision, does not understand most of job and/or procedures
 3   Meets job expectations, requires basic level of supervision and understand basic procedures
 4   Requires minimal supervision, has good understanding of job and related procedures
 5   Mastered all aspects of related job, thorough understanding of procedures, no supervision required



                                                                                                                    Approval of
                                     Development Status       Training
      Essential Job Task                                                                   Practice Dates        Supervisor/Trainer   Comments
                                      at End of Training      Start Date
                                                                                                                 Date and Signature
Teller Services (Continued)
   Address Changes                   1    2    3    4    5
   Safe Dep. Box Mbr Access          1    2    3    4    5

Debit Cards
  Issues                             1    2    3    4    5
  Limits                             1    2    3    4    5

Savings Bonds
  Selling                            1    2    3    4    5
  Redeeming                          1    2    3    4    5

Checks for Members
  Check Ordering                     1    2    3    4    5
  Temporary Check Printing           1    2    3    4    5
  MICR Numbers                       1    2    3    4    5




Notes:

                                                                                      Page 5 of 8
                                                                                            Training Development Worksheet
                                                                                                            Teller

                                                             Employee Name
                                                             Training Position
                                                             Current Position
                                                             Supervisor Name

Development Status
 1   No training
 2   Employee requires constant supervision, does not understand most of job and/or procedures
 3   Meets job expectations, requires basic level of supervision and understand basic procedures
 4   Requires minimal supervision, has good understanding of job and related procedures
 5   Mastered all aspects of related job, thorough understanding of procedures, no supervision required



                                                                                                                    Approval of
                                     Development Status       Training
      Essential Job Task                                                                   Practice Dates        Supervisor/Trainer   Comments
                                      at End of Training      Start Date
                                                                                                                 Date and Signature
Checking Accounts
  Overdraft Protection               1    2    3    4    5
  Courtesy Pay                       1    2    3    4    5
  Kiting                             1    2    3    4    5
  Reopen Charge Off Accts            1    2    3    4    5

System
  Undo                               1    2    3    4    5
  ACST                               1    2    3    4    5
  Branch Suite                       1    2    3    4    5
  Telller Advantage                  1    2    3    4    5
  Spectrum Commands                  1    2    3    4    5
  Add Memos                          1    2    3    4    5
  Delete Memos                       1    2    3    4    5
  Member Diary                       1    2    3    4    5
  Pending Debits & Credits           1    2    3    4    5
  Average 3-month Balance            1    2    3    4    5
  F & T Codes                        1    2    3    4    5
  Flags                              1    2    3    4    5
Notes:

                                                                                      Page 6 of 8
                                                                                            Training Development Worksheet
                                                                                                            Teller

                                                             Employee Name
                                                             Training Position
                                                             Current Position
                                                             Supervisor Name

Development Status
 1   No training
 2   Employee requires constant supervision, does not understand most of job and/or procedures
 3   Meets job expectations, requires basic level of supervision and understand basic procedures
 4   Requires minimal supervision, has good understanding of job and related procedures
 5   Mastered all aspects of related job, thorough understanding of procedures, no supervision required



                                                                                                                    Approval of
                                     Development Status       Training
      Essential Job Task                                                                   Practice Dates        Supervisor/Trainer   Comments
                                      at End of Training      Start Date
                                                                                                                 Date and Signature
Regs
  OFAC                               1    2    3    4    5
  Eport                              1    2    3    4    5
  Thumbprinting                      1    2    3    4    5
  Proper ID                          1    2    3    4    5
  CTRs                               1    2    3    4    5
  SARs                               1    2    3    4    5

Sales and Service
   Cross-selling                     1    2    3    4    5
   Referrals                         1    2    3    4    5
   Business Etiquette                1    2    3    4    5
   Phone Etiquette                   1    2    3    4    5
                                     1    2    3    4    5
                                     1    2    3    4    5
                                     1    2    3    4    5
                                     1    2    3    4    5
                                     1    2    3    4    5
                                     1    2    3    4    5
Notes:

                                                                                      Page 7 of 8
                                                                                            Training Development Worksheet
                                                                                                            Teller

                                                             Employee Name
                                                             Training Position
                                                             Current Position
                                                             Supervisor Name

Development Status
 1   No training
 2   Employee requires constant supervision, does not understand most of job and/or procedures
 3   Meets job expectations, requires basic level of supervision and understand basic procedures
 4   Requires minimal supervision, has good understanding of job and related procedures
 5   Mastered all aspects of related job, thorough understanding of procedures, no supervision required



                                                                                                                    Approval of
                                     Development Status       Training
      Essential Job Task                                                                   Practice Dates        Supervisor/Trainer   Comments
                                      at End of Training      Start Date
                                                                                                                 Date and Signature
                                     1    2    3    4    5
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Notes:

                                                                                      Page 8 of 8

				
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posted:9/18/2011
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