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Get Teller Training Checklist
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How to fill out the Teller Training Checklist online
The Teller Training Checklist is an essential tool for ensuring new tellers receive comprehensive training. This guide will provide you with clear, step-by-step instructions on how to fill out this checklist online efficiently.
Follow the steps to complete the Teller Training Checklist online.
- Click ‘Get Form’ button to obtain the checklist and open it in the designated document editor.
- Begin by entering the name of the new employee in the designated space at the top of the form. Ensure that the name is spelled accurately for record-keeping purposes.
- Next, input the date the employee started training. Use the format that is indicated on the form to maintain consistency.
- Each training topic listed in the checklist has a corresponding initial space. As the topics are covered, the classroom trainer, the on-the-job trainer, and the trainee should each place their initials next to the completed topics to confirm understanding and comfort with the material.
- Proceed through each topic, which includes customer service training, handling currency, checks, money orders, and more. Make sure to acknowledge when each topic has been discussed and understood by placing initials in the respective fields.
- After covering all topics, review the checklist to ensure all necessary items have been completed. This is crucial for comprehensive training documentation.
- Finally, save your changes to the document. Once saved, you may choose to download, print, or share the form as needed.
Take action now to complete the Teller Training Checklist online and enhance your training process.
Tellers undergo about a month of on-the-job training under more experienced tellers or through supervisors. They must learn company policies and procedures, financial application software and safe handling of money. Some vocational schools and community colleges offer training for the position that lasts a few weeks.
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