Posted By: lesterpester
Creating a Teller Manual - 03/21/11 03:07 PM
We are creating a teller manual, but do not know where to begin. It's a little overwhelming...
Can anyone point us in the right direction for getting started, or if there is some sort of template available (this would be wonderful!). Any advice and/or pointers are greatly appreciated. Thanks!
Posted By: Midwest Banker
Re: Creating a Teller Manual - 03/21/11 03:48 PM
The first thing you need to do is identify what you want this manual to be; is it operational, training, customer service, informational, security?
Once you decide the format, you can decide what to put in the manual.
Some ideas:
Background on banking/money, information about checks, customer service, their workstation, bank regulations, fraud and security, processing of various items, etc...