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Teller training checklist 2026

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The document TEV1309, published in May 2003, focuses on the importance of effective teller training programs in financial institutions. It outlines a comprehensive 10-day training schedule for new tellers at Second National Bank, emphasizing customer service, compliance, and practical skills. The document also includes professional tips for mentoring new tellers, feedback mechanisms through evaluation forms, and highlights various industry trends such as innovations in banking services and security measures against check fraud. Additionally, it features articles on community engagement and customer service best practices.

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Click ‘Get Form’ to open the teller training checklist in the editor.
Begin by entering the new employee's name and the date started at the top of the form. This personalizes the checklist for tracking progress.
As you go through each topic listed, ensure that both the classroom trainer and on-the-job trainer initial next to each item after it has been covered. This confirms that all necessary training topics have been addressed.
Focus on key areas such as customer service, handling currency, and compliance training. Make sure trainees feel comfortable with each section before moving on.
Utilize our platform’s commenting feature to add notes or feedback for each section, enhancing communication between trainers and trainees.
Once completed, save your document for future reference or share it directly with team members via email or cloud storage integration.

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How much do tellers make?

A Bank tellers and related clerks typically earns between R9 587 and R18 307 net per month at the start of the job. After 5 years of service, this is between R11 032 and R22 077 per month for a working week of 45 hours.

What qualifications do you need to be a teller?

Tellers must be friendly, helpful, and patient when interacting with bank customers. To enter the occupation, tellers typically need a high school diploma; they also may need to pass a background check. Once hired, they receive training on the job.

What does bank teller training consist of?

Bank tellers receive on-the-job training in the banks procedures and computer system. They also learn the best practices for handling cash and other financial instruments. Primary duties for bank tellers are: Counting the cash drawer at the beginning and end of every shift.

What to expect in bank teller training?

Normally, a head teller or another experienced teller trains them. During this training, tellers learn how to balance cash drawers and verify signatures. They also learn the computer software that their employer uses and the financial products and services the bank or credit union offers.

What education is required for a bank teller?

Bank tellers receive on-the-job training that typically lasts for the first month of employment. Under the supervision of a senior teller or manager, new employees learn bank policy, their software and how to process monetary instruments securely. Certificate programs generally last a few weeks.

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Is it hard to learn to be a bank teller?

The minimum educational requirement for a bank teller job is a high school diploma or General Education Diploma (GED). However, an associates or bachelors degree may help a job candidate secure employment and quickly earn promotions.

Teller training checklist 2026

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Got questions?

How much do tellers make?

What qualifications do you need to be a teller?

What does bank teller training consist of?

What to expect in bank teller training?

What education is required for a bank teller?

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Is it hard to learn to be a bank teller?

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