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Advanced Teller Training Self Eval
Please evaluate yourself on these topics using the following grading system:
Doesn’t Meet – Does not meet task expectations without direct and constant supervision. Does not understand job and/or related procedures.
Meets – Meets task/process expectations with minimal help or supervision. Has a decent understanding of job and related procedures. Knows how to locate and use resources.
Exceeds – Has met all task expectations with no supervision or help required. Has a thorough understanding of job and related procedures.
N/A – Not applicable. Teller has not done or practiced this process yet.
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- ACH Origination
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- ACH Distribution - Breakdown
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- Transfer Deduction Authorization
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- Loan Payment Option Form
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- ACH Dispute and Stop
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- Corporate Check Stop Payment
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- Personal Check Stop Payment
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- Address Changes
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- Adding/Removing Beneficiaries
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- Snowbird Address Change
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- Certificate Changes or Closeout
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- Domestic Wires
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- Foreign Wires
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- IRA (What this is)
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- Canadian Cash Processes
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- Canadian Check Processes
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- Savings Bonds Processes
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- Closing Checking Accounts/Club accounts/Savers
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- Closing Memberships
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- Name Changes
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- Deciphering Warning Codes
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