ࡱ> :<9% bjbj%% *GGn?lDPPP<"2,,(TTTTTT!!!!!!!$9# Y%!TTTTT!TT!T:TT!T!H: ,!T  @@V8 Pv*! !!0"4!R%%!Checklist for New Teller Trainee Employee Name: __________________________________ Hire Date: _______________ Branch: ____________________________ Manager: _________________________________ Training on each product and services should include the following as applicable: Features Benefits Procedures Policies Technical New Teller/Employee Orientation CBTs (To be completed by Training Manager) ( The Bank Secrecy Act ( Regulation CC ( Regulation D ( Negotiable Instruments and Endorsements ( Cash and Cash Handling ( Security and Loss Prevention Job and Department Orientation (to be completed by Department Manager) ( Introduce to fellow workers ( Explain break and lunch schedule ( Explain policy on personal phone calls ( Review job duties/hand out job descriptions ( Explain sick leave procedure Product Knowledge ( Savings Products ( Youth Accounts ( Checking ( Money Markets ( Certificates ( IRAs ( Rates ( Schedule of Fees ( Truth in Savings (TIS) ( NCUA insured funds Teller Functions ( Funds availability policy ( Currency Transaction Reports (CTR) ( Suspicious Activity Reports (SAR) ( Safety deposit boxes ( Night drop box ( Pony, US and branch mail Account Transactions ( Cash Replenishment ( Deposits Account Transactions Continued ( Loan payments ( Check withdrawals ( PLOC/HELOC advances ( Transfers (including between other accounts) ( Visa payments ( Custom Transactions (GLs) ( Overrides ( VIGO/Wire Transfers ( Business Account transactions Balancing ( Teller Proofing ( Teller Balancing ( Cash Counting ( Teller Banking ( Selling cash back to the vault ( Check if Finish Can Be Run ( Preparing check batches for Wescorp ( Proofing Business Account checks Maintenance and Inquiries ( Reviewing History ( 0$15 Operator #s ( 0$23 Loan action history ( 0$30 Per payment history Miscellaneous ( Outlook forms ( E-mail ( Fastline ( Intranet ( Continuance-Downtime procedures Sales and Service Standards ( Sales Incentive Program ( Sales & referral tracking ( Department Service Standards Department Trainer:________________________ Date Training Completed: ___________________ TRAINERS AND MANAGERS: Please return completed checklist to Training Department. TRAINEE FEEDBACK FORM This is your opportunity to assess your comfort level with the material you have learned so far. Please rate the skills and knowledge you feel you possess now. Please circle one number for each item that best describes your feeling. At this time Disagree Agree I understand how to use the Dividend Rate Sheet and Schedule of Fees and where to find them. 1 2 3 4 5 I understand the features and benefits of the products and services offered by SCEFCU. 1 2 3 4 5 I understand the Bank Secrecy Act (BSA) and the Funds Availability Policy. 1 2 3 4 5 I understand how to process deposits, withdrawals, transfers and transactions involving negotiable items. 1 2 3 4 5 I know how to proof and balance my cash drawer. 1 2 3 4 5 I understand the Service Standards required of my position and branch. 1 2 3 4 5 I have received training on all of the areas listed on the previous page and have a basic understanding of my duties and responsibilities. Trainee Signature: _______________________________________ Date: ______________ Training Needs Assessment and Recommendations Branch Trainer: ______________________________________________________________________________ ______________________________________________________________________________ Branch Manager: ______________________________________________________________________________ ______________________________________________________________________________ Training Manager: ______________________________________________________________________________ ______________________________________________________________________________ Revised February 17, 2004 Page  PAGE 1 of  NUMPAGES 2 KMs8WNObctu  &'LMqr  ! 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Title$a$ 5CJ\,@, Header  !, @, Footer  !M*"*N*v*!"opKLMs78W;<Nbt &Lq!6M}"3Eg4RSar| ,-./[\  H } ~  ? @ t % I J K - . \ ] m  lmn000000000`08000000000x00000000000000000000000000000000X0000000000X00000000080000008000000080000000h00h0`0000H00 0000000000000000000000000H0000000000000000@0 0>>>>>>>>>>>>>>>>>>>>>Ag  ;S ?l  ').9;A!44mrnXZACH p  0 t } % -   n33333333Y| , , ] c mnAlison QuidatosC:\Documents and Settings\alisonq\Application Data\Microsoft\Word\AutoRecovery save of Teller Trainee Checklist.asdAlison Quidato4U:\Office\Word\Training\Teller Trainee Checklist.docAlison Quidato4U:\Office\Word\Training\Teller Trainee Checklist.docAlison Quidato4U:\Office\Word\Training\Teller Trainee Checklist.docAlison Quidato4U:\Office\Word\Training\Teller Trainee Checklist.docAlison QuidatosC:\Documents and Settings\alisonq\Application Data\Microsoft\Word\AutoRecovery save of Teller Trainee Checklist.asdAlison QuidatosC:\Documents and Settings\alisonq\Application Data\Microsoft\Word\AutoRecovery save of Teller Trainee Checklist.asdAlison QuidatoHU:\Office\Word\Training\Training Checklists\Teller Trainee Checklist.docAlison QuidatoHU:\Office\Word\Training\Training Checklists\Teller Trainee Checklist.docAlison QuidatoHU:\Office\Word\Training\Training Checklists\Teller Trainee Checklist.doc *u4VT2AUh ^`OJQJo(^`OJPJQJ^Jo(h pp^p`OJQJo(h @ @ ^@ `OJQJo(h ^`OJQJo(oh ^`OJQJo(h ^`OJQJo(h ^`OJQJo(oh PP^P`OJQJo(^`OJPJQJ^Jo( ^`OJQJo(o pp^p`OJQJo( @ @ ^@ `OJQJo( ^`OJQJo(o ^`OJQJo( ^`OJQJo( ^`OJQJo(o PP^P`OJQJo( *u42A ^v       ٺ6        @IInII`@UnknownGz Times New Roman5Symbol3& z Arial;Wingdings?5 z Courier New"qhUʃE3FrF; #202Q Checklist for New Teller TraineeAlison QuidatoAlison QuidatoOh+'0 0< X d p |!Checklist for New Teller TraineeroshecAlison QuidatoelislisNormalQAlison Quidatoe4isMicrosoft Word 9.0e@G@ ؛@>(@~p; ՜.+,0  hp  SCE Federal Credit Union  !Checklist for New Teller Trainee Title  !"#$%&'(*+,-./02345678;Root Entry FMY=1Table%WordDocument*SummaryInformation()DocumentSummaryInformation81CompObjjObjectPoolMYMY  FMicrosoft Word Document MSWordDocWord.Document.89q