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Guide to Shadowing New Tellers

Guide to Shadowing New Tellers 2026

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The document is a comprehensive guide for shadowing new tellers, detailing the procedures and best practices for training them effectively. It covers the organization of the teller station, transaction handling, customer interaction, security protocols, and the use of various banking machines. The guide emphasizes the importance of supervision during the initial days, routine practices for transactions, and opportunities for coaching in relationship management. Additionally, it includes a Training Review Checklist to track progress and address any questions or issues that arise during the shadowing process.

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Click ‘Get Form’ to open the Guide to Shadowing New Tellers in the editor.
Begin by filling in the Teller Name and Dates fields at the top of the form. This ensures that all entries are accurately attributed.
In the section regarding the setup of the teller station, provide detailed notes on how to organize the cash drawer according to preferences, including limits for buying and selling cash.
As you shadow, document any challenges faced by the new teller in handling transactions. Use bullet points for clarity, especially when explaining complex scenarios.
Utilize the Training Review Checklist at the end of the guide. Record observations about areas where additional coaching may be needed for effective relationship management.
Ensure that all sections are completed before submitting your form back through our platform for review by your supervisor.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the etiquette for shadowing?

Looking Professional: The dress for shadowing is business casual as detailed below. Remember to maintaing good hygiene and overall present yourself in a put together manner. It is highly recommended to avoid the use of perfumes/colognes. - Males: - General: dress pants, dress shirt, a tie, and dress shoes.

What questions to ask when shadowing a new role?

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?

How do you prepare for 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 do I prepare for job shadowing?

You can prepare for a job shadowing opportunity by requesting a tour of the facility in advance. An employee of the company can walk you through the workplace and help you learn what to expect. If the company doesnt have time to provide you with a tour, you can ask to receive one on your first day of shadowing.

What not to do in job shadowing?

Job Shadowing: You can also discover workplace skills and career-related experiences that are essential to being successful in your chosen field. Research the employer and/or industry you will be observing. Be sure to prepare 10-15 questions to ask during your time at the job site.

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