Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
Banking Terms - Word Seek
BOL user Banquera Feliz who is better known as Mary K. Maljevec in her bank, Union Building & Loan Savings Bank of Bridgewater PA, created this fun training tool. In the jumbled letters, users have to find banking terms that are hidden both horizontally and vertically. Mary prints out the word seek document and has it passed out at staff meetings or at those otherwise boring training sessions.
The facilitator can also create a list of definitions to accompany the words and read them out loud so that the employees can find the appropriate word in the list and then circle it. (You can save the answer sheet for later.)
Here are the Word Seek files in two formats (right click to save the files to your drive):
First published on 07/01/2008