How to become a Teller 2024

Teller Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.

Teller is Also Know as

In different settings, Teller is titled as

Account Representative
Bank Teller
Branch Operations Specialist
Customer Relationship Specialist
Customer Service Associate (CSA)
Financial Services Representative (FSR)
Member Services Representative
Personal Banking Representative
Roving Teller
Teller

Education and Training of Teller

Teller is categorized in Job Zone Two: Some Preparation Needed

Experience Required for Teller

Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.

Education Required for Teller

These occupations usually require a high school diploma.

Degrees Related to Teller

Training Required for Teller

Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.

Related Ocuupations

Some Ocuupations related to Teller in different industries are

What Do Teller do?

Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
Identify transaction mistakes when debits and credits do not balance.
Prepare and verify cashier's checks.
Arrange monies received in cash boxes and coin dispensers according to denomination.
Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
Resolve problems or discrepancies concerning customers' accounts.
Explain, promote, or sell products or services, such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
Perform clerical tasks, such as typing, filing, and microfilm photography.
Monitor bank vaults to ensure cash balances are correct.
Order a supply of cash to meet daily needs.
Sort and file deposit slips and checks.
Receive and count daily inventories of cash, drafts, and travelers' checks.
Process and maintain records of customer loans.
Count, verify, and post armored car deposits.
Carry out special services for customers, such as ordering bank cards and checks.
Compute financial fees, interest, and service charges.
Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
Issue checks to bond owners in settlement of transactions.
Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
Quote unit exchange rates, following daily international rate sheets or computer displays.
Prepare work schedules for staff.
Answer telephones and assist customers with their questions.

Qualities of Good Teller

Oral Comprehension: The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression: The ability to communicate information and ideas in speaking so others will understand.
Speech Recognition: The ability to identify and understand the speech of another person.
Number Facility: The ability to add, subtract, multiply, or divide quickly and correctly.
Speech Clarity: The ability to speak clearly so others can understand you.
Problem Sensitivity: The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
Information Ordering: The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
Near Vision: The ability to see details at close range (within a few feet of the observer).
Written Comprehension: The ability to read and understand information and ideas presented in writing.
Selective Attention: The ability to concentrate on a task over a period of time without being distracted.
Written Expression: The ability to communicate information and ideas in writing so others will understand.
Mathematical Reasoning: The ability to choose the right mathematical methods or formulas to solve a problem.
Deductive Reasoning: The ability to apply general rules to specific problems to produce answers that make sense.
Category Flexibility: The ability to generate or use different sets of rules for combining or grouping things in different ways.
Perceptual Speed: The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
Inductive Reasoning: The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Flexibility of Closure: The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
Fluency of Ideas: The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
Time Sharing: The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources).
Far Vision: The ability to see details at a distance.
Arm-Hand Steadiness: The ability to keep your hand and arm steady while moving your arm or while holding your arm and hand in one position.
Finger Dexterity: The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects.
Speed of Closure: The ability to quickly make sense of, combine, and organize information into meaningful patterns.
Control Precision: The ability to quickly and repeatedly adjust the controls of a machine or a vehicle to exact positions.
Visual Color Discrimination: The ability to match or detect differences between colors, including shades of color and brightness.
Originality: The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
Trunk Strength: The ability to use your abdominal and lower back muscles to support part of the body repeatedly or continuously over time without "giving out" or fatiguing.
Memorization: The ability to remember information such as words, numbers, pictures, and procedures.
Manual Dexterity: The ability to quickly move your hand, your hand together with your arm, or your two hands to grasp, manipulate, or assemble objects.
Auditory Attention: The ability to focus on a single source of sound in the presence of other distracting sounds.
Visualization: The ability to imagine how something will look after it is moved around or when its parts are moved or rearranged.
Multilimb Coordination: The ability to coordinate two or more limbs (for example, two arms, two legs, or one leg and one arm) while sitting, standing, or lying down. It does not involve performing the activities while the whole body is in motion.
Hearing Sensitivity: The ability to detect or tell the differences between sounds that vary in pitch and loudness.
Static Strength: The ability to exert maximum muscle force to lift, push, pull, or carry objects.
Wrist-Finger Speed: The ability to make fast, simple, repeated movements of the fingers, hands, and wrists.
Reaction Time: The ability to quickly respond (with the hand, finger, or foot) to a signal (sound, light, picture) when it appears.
Rate Control: The ability to time your movements or the movement of a piece of equipment in anticipation of changes in the speed and/or direction of a moving object or scene.
Gross Body Coordination: The ability to coordinate the movement of your arms, legs, and torso together when the whole body is in motion.
Extent Flexibility: The ability to bend, stretch, twist, or reach with your body, arms, and/or legs.
Stamina: The ability to exert yourself physically over long periods of time without getting winded or out of breath.
Depth Perception: The ability to judge which of several objects is closer or farther away from you, or to judge the distance between you and an object.
Dynamic Strength: The ability to exert muscle force repeatedly or continuously over time. This involves muscular endurance and resistance to muscle fatigue.
Speed of Limb Movement: The ability to quickly move the arms and legs.
Response Orientation: The ability to choose quickly between two or more movements in response to two or more different signals (lights, sounds, pictures). It includes the speed with which the correct response is started with the hand, foot, or other body part.
Gross Body Equilibrium: The ability to keep or regain your body balance or stay upright when in an unstable position.
Explosive Strength: The ability to use short bursts of muscle force to propel oneself (as in jumping or sprinting), or to throw an object.
Dynamic Flexibility: The ability to quickly and repeatedly bend, stretch, twist, or reach out with your body, arms, and/or legs.
Night Vision: The ability to see under low-light conditions.
Peripheral Vision: The ability to see objects or movement of objects to one's side when the eyes are looking ahead.
Glare Sensitivity: The ability to see objects in the presence of a glare or bright lighting.
Sound Localization: The ability to tell the direction from which a sound originated.
Spatial Orientation: The ability to know your location in relation to the environment or to know where other objects are in relation to you.

Tools Used by Teller

10-key calculators
Automatic teller machines ATMs
Cash advance terminals
Check encoders
Check validation printers
Checkwriters
Currency counters
Desktop computers
Document printers
Filmers
Journal printers
Microfilmers
Official check imprinters
Online video terminals
Passbook printers
Personal computers
Receipt printers
Scanners
Teller alarms
Teller terminals
Vault security alarms

Technology Skills required for Teller

Accounting software
Email software
Hyland Software OnBase
IBM Notes
Information Technology Incorporated Premier Teller
Internet browser software
Jack Henry & Associates Vertex
Microsoft Dynamics
Microsoft Excel
Microsoft Exchange
Microsoft Office software
Microsoft Outlook
Microsoft PowerPoint
Microsoft Windows
Microsoft Word
Sage 50 Accounting
Southern Data Systems TellerPro
Total Turnkey Solutions E-Vision
Word processing software

US Universities

How to become Teller in 2024