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Guide to Shadowing New Tellers

Guide to Shadowing New Tellers 2025

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The document is a comprehensive guide for experienced tellers to effectively shadow and train new tellers. It outlines key responsibilities, procedures, and best practices for managing transactions, maintaining security, and providing customer service. The guide emphasizes the importance of organization, routine, and thorough training on various banking operations, including cash handling, check processing, and the use of branch equipment. Additionally, it includes a Training Review Checklist to track the new teller's progress and areas needing improvement.

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What is the etiquette for shadowing?

It is highly recommended to avoid the use of perfumes/colognes. - Males: - General: dress pants, dress shirt, a tie, and dress shoes. - Avoid clothing that is wrinkled or that doesnt fit properly. - Be aware of the length of your hair, if it is falling in your eyes get a haircut prior to shadowing.

How do you introduce yourself when shadowing?

Communicate Effectively! Always introduce yourself Always use your FIRST LAST names Hello, my name is Mark Anderson. Im a premedical student and I am shadowing Dr. Smith today. Is it okay if I stay and listen?

What not to do in job shadowing?

Here are five things to avoid doing to help you have a productive job shadowing experience: Dont enter the position without research. Dont use your phone while shadowing. Dont assume you know everything. Dont forget to send a thank you note. Dont leave your position without asking about other opportunities.

How to prepare for a shadowing?

Being prepared for a job shadow is similar to being prepared for an interview: be professional and dressed as is expected for that work environment, be prompt and timely, and have questions prepared ahead of time. Ask questions to which you couldnt find the answers to through your own research.

What are the three types of shadowing?

The three types of shadowing are: Observation. Regular Briefings. Hands-on.

What questions should I ask for job shadowing?

How did you become interested in this type of work? Why did you choose this career? What steps did you take to get this role with this company? What type of education and/or training were required for this job?

Guide to Shadowing New Tellers 2025

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