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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.

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Teller Over/Short Policy

This policy is intended to be a guideline to uniformly handle teller differences.

Levels of standards are herein established to measure accuracy and to help identify areas where assistance or training may be helpful.

It is acknowledged that special circumstances may occur which are not covered within this policy and may be handled differently than outlined in the sections to follow. Significant differences for example may result in accelerated action up to and including termination. In each of these special cases, at least two of the following three individuals; the Branch Coordinator, Security Officer and Vice President of Operations must jointly agree on the appropriate action.

During the first 90 days of employment, performance appraisals will be conducted at 30, 60 and 90 day intervals and will address the employee’s balancing record.

First published on 01/01/2001

Filed under: 
Filed under operations as: 

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