Commercial Teller Onboarding Checklist

Commercial Teller Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Commercial Teller starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Banking onboarding experience or just need an onboarding checklist for your new Commercial Teller, you’re in the right place. We’ve put together a sample Commercial Teller onboarding checklist below and have created onboarding templates & resources to help.

Commercial Teller Onboarding Checklist

1. Orientation: The new commercial teller attends an orientation session where they are introduced to the company’s mission, values, policies, and procedures. This task is typically performed by the HR department or a designated trainer.

2. Introduction to the Team: The new commercial teller is introduced to their immediate team members, including supervisors, colleagues, and other support staff. This helps foster a sense of belonging and facilitates collaboration. The team leader or supervisor usually performs this task.

3. Job Shadowing: The new commercial teller shadows an experienced teller to observe and learn the day-to-day tasks, such as handling cash transactions, processing deposits, and assisting customers. This task is performed by an experienced teller or a designated mentor.

4. Training on Banking Systems: The new commercial teller receives training on the specific banking systems and software used in the company, such as the teller platform, customer relationship management (CRM) software, and document management systems. This training is typically conducted by the IT department or a designated trainer.

5. Compliance and Regulatory Training: The new commercial teller undergoes training on various compliance and regulatory requirements, including anti-money laundering (AML) regulations, customer identification procedures, and privacy laws. This training is usually conducted by the compliance department or a designated trainer.

6. Product and Service Knowledge: The new commercial teller receives comprehensive training on the bank’s products and services, including business loans, merchant services, and cash management solutions. This training is typically conducted by the product or sales team.

7. Cash Handling Procedures: The new commercial teller is trained on the bank’s cash handling procedures, including counting, verifying, and balancing cash drawers, as well as detecting counterfeit currency. This training is usually conducted by the operations or cash management team.

8. Customer Service Training: The new commercial teller undergoes customer service training to enhance their communication skills, problem-solving abilities, and ability to handle customer inquiries and complaints effectively. This training is typically conducted by the customer service or training department.

9. Security and Fraud Prevention: The new commercial teller receives training on security protocols, fraud prevention measures, and how to identify and report suspicious activities. This training is usually conducted by the security or risk management department.

10. Cross-Selling Techniques: The new commercial teller is trained on cross-selling techniques to promote additional banking products and services to customers, such as credit cards, insurance, or investment products. This training is typically conducted by the sales or marketing team.

11. Performance Expectations: The new commercial teller meets with their supervisor to discuss performance expectations, goals, and key performance indicators (KPIs). This helps align their individual objectives with the company’s overall goals. The supervisor or manager performs this task.

12. Ongoing Support and Mentoring: The new commercial teller is assigned a mentor or buddy who provides ongoing support, guidance, and feedback during the initial months of employment. This mentor can be an experienced teller or a designated employee from the HR or training department.

13. Continuous Learning and Development: The new commercial teller is encouraged to participate in ongoing training programs, workshops, and seminars to enhance their skills, knowledge, and professional growth. The HR or training department usually facilitates these opportunities.

14. Performance Reviews: The new commercial teller undergoes periodic performance reviews to assess their progress, provide constructive feedback, and identify areas for improvement. These reviews are typically conducted by the supervisor or manager.

15. Team Building Activities: The new commercial teller participates in team-building activities, such as team lunches, outings, or workshops, to foster camaraderie, collaboration, and a positive work environment. These activities are usually organized by the HR department or team leaders

Setting Up Your Employee Onboarding Process

From reading through the items in the example Commercial Teller checklist above, you’ll now have an idea of how you can apply best practices to getting your new Commercial Teller up to speed and working well in your Banking team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.