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How to Be the Most Efficient Bank Teller

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Bank tellers handle a number of duties over the course of a day, including working with large sums of money and handling complaints and questions from customers. Banks also have specialty jobs, such as workers who help customers set up new accounts or work exclusively with vault or security box customers. Becoming more efficient in your duties at the bank makes you a better overall worker.

Keep track of all transactions performed throughout the day. This is typically done electronically and each time you place money in the register or cash a check, the system automatically updates. Keep an eye on the screen and ensure that it’s updating each and every time.

Fill out the settlement sheet used by your bank accurately at the end of the day. A settlement sheet requires you to total your daily accounts, including the amount of money taken in and the amount paid out. The total on the sheet should equal the amount in your register.

Write down notes about questions or problems and ask for help finding answers. Take the questions to a supervisor or ask co-workers for assistance. The only way to do your job properly is by learning the correct way to handle your duties.

Act upbeat, positive and friendly with bank customers. Smile at all customers, ask questions and make polite conversation. Answer any questions the customer might have and be as quick as possible in handling their transaction.

Work consistently with your co-workers at the bank. This means taking your break at the scheduled time, ensuring that other workers receive their breaks and settling any work issues quickly. The better you work together, the faster and more efficiently your customer line moves.

Tip

Learn how to identify counterfeit money by appearance and touch. Banks often use special pens that identify counterfeit money, but these are only used on larger bills.

About the Author

Jennifer Eblin has been a full-time freelance writer since 2006. Her work has appeared on several websites, including Tool Box Tales and Zonder. Eblin received a master's degree in historic preservation from the Savannah College of Art and Design.

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