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.
Employee Personal Profile Form
Dana Turner has contributed this Employee Personal Profile Form. This form documents personal information the bank may need in the event of an emergency involving that person. The instruction indicates the employee will seal the form in an envelope and include their SSN on it. That may be omitted for privacy reasons and substituted with some other identifying information.
First published on 01/01/2003