Savings Teller Onboarding Checklist

Savings Teller Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Savings 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 Savings Teller, you’re in the right place. We’ve put together a sample Savings Teller onboarding checklist below and have created onboarding templates & resources to help.

Savings Teller Onboarding Checklist

1. Introduction to company policies and procedures: The savings teller should receive a comprehensive overview of the company’s policies and procedures, including dress code, attendance, customer service standards, and security protocols. This task is typically performed by the human resources department or a designated trainer.

2. Familiarization with banking products and services: The savings teller should be provided with detailed information about the various savings accounts, certificates of deposit, and other banking products offered by the company. This knowledge will enable them to effectively assist customers in making informed decisions. The task of providing this information is usually carried out by the training department or a senior savings teller.

3. Training on cash handling and transaction processing: As a savings teller, it is crucial to have a solid understanding of cash handling procedures, including counting, verifying, and balancing cash drawers. Additionally, training should cover the processing of various transactions such as deposits, withdrawals, and account transfers. This training is typically conducted by a senior savings teller or a designated trainer.

4. Introduction to the banking software and systems: The savings teller should receive training on the specific banking software and systems used by the company. This includes learning how to navigate the software, process transactions, and generate reports. The IT department or a designated trainer is responsible for providing this training.

5. Compliance and regulatory training: Savings tellers must adhere to strict compliance and regulatory guidelines to ensure the security and integrity of customer accounts. Training should cover topics such as anti-money laundering (AML) regulations, customer identification procedures, and privacy laws. This training is typically conducted by the compliance department or a designated trainer.

6. Customer service training: Savings tellers play a crucial role in providing excellent customer service. Training should focus on effective communication skills, problem-solving techniques, and handling difficult customers. This training is usually conducted by the customer service department or a designated trainer.

7. Shadowing experienced savings tellers: To gain practical experience and observe the day-to-day operations, the new savings teller should be given the opportunity to shadow experienced tellers. This allows them to learn from their colleagues, observe customer interactions, and understand the workflow. This task is typically coordinated by the branch manager or a senior savings teller.

8. Introduction to the branch layout and equipment: The new savings teller should be familiarized with the layout of the branch, including the location of various departments, offices, and equipment such as ATMs, cash counters, and security systems. This task is usually performed by the branch manager or a designated trainer.

9. Understanding security protocols and emergency procedures: Savings tellers need to be aware of security protocols and emergency procedures to ensure the safety of themselves, their colleagues, and customers. This includes knowledge of alarm systems, evacuation plans, and response protocols in case of emergencies. The branch manager or a designated trainer is responsible for providing this information.

10. Performance expectations and goal setting: The new savings teller should have a clear understanding of the performance expectations and goals set by the company. This includes targets for customer satisfaction, transaction accuracy, and sales goals if applicable. The branch manager or a designated supervisor is responsible for discussing and setting these expectations.

11. Ongoing training and professional development opportunities: To enhance skills and stay updated with industry trends, the savings teller should be informed about ongoing training and professional development opportunities provided by the company. This may include workshops, webinars, or certifications. The human resources department or a designated trainer is responsible for sharing this information.

12. Introduction to team members and cross-functional collaboration: The new savings teller should be introduced to their team members and other employees in the branch. This fosters a sense of belonging and encourages cross-functional collaboration. The branch manager or a designated supervisor typically facilitates these introductions.

13. Performance evaluation and feedback process: The savings teller should be informed about the performance evaluation process and how feedback is provided. This includes understanding the criteria used for evaluation, the frequency of evaluations, and the channels for receiving feedback. The human resources department or a designated supervisor is responsible for explaining this process.

14. Introduction to company culture and values: The new savings teller should be introduced to the company’s culture and values, which may include teamwork, integrity, and customer-centricity. This helps them align their behavior and actions with the company’s overall mission. The human resources department or a designated trainer typically shares this information.

15. Introduction to additional resources and support: The savings teller should be made aware of additional resources and support available within the company, such as employee assistance programs, mentorship programs, or internal communication platforms. This information is typically shared by the human resources department or a designated trainer

Setting Up Your Employee Onboarding Process

From reading through the items in the example Savings Teller checklist above, you’ll now have an idea of how you can apply best practices to getting your new Savings 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.