Assessment Template For Tellers

Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.
Tellers

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Popular Job Roles
Account RepresentativeBank TellerBranch Operations SpecialistCustomer Relationship SpecialistCustomer Service Associate (CSA)Financial Services Representative (FSR)Member Services RepresentativePersonal Banking RepresentativeRoving TellerTeller

Occupation-Specific

Technology Skills
Electronic mail software
Questions30
Time Limit15 min

Tasks

  • Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  • Monitor bank vaults to ensure cash balances are correct.
  • Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  • Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.

Technology Skills

Electronic mail software

Email software, IBM Notes, Microsoft Exchange, Microsoft Outlook

Presentation software

Microsoft PowerPoint

Accounting software

Information Technology Incorporated Premier Teller, Sage 50 Accounting, Southern Data Systems TellerPro

Spreadsheet software

Microsoft Excel

Document management software

Hyland Software OnBase

Worker Requirements

Technology Skills
Electronic mail software
Questions30
Time Limit15 min
Skills
Active Listening
Questions30
Time Limit15 min
Knowledge
Customer and Personal Service
Questions30
Time Limit15 min

Skills

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Speaking

Talking to others to convey information effectively.

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Monitoring

Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

Knowledge

Customer and Personal Service

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Mathematics

Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Economics and Accounting

Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

Public Safety and Security

Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.

Worker Characteristics

Technology Skills
Electronic mail software
Questions30
Time Limit15 min
Skills
Active Listening
Questions30
Time Limit15 min
Knowledge
Customer and Personal Service
Questions30
Time Limit15 min
Abilities
Oral Comprehension
Questions20
Time Limit25 min
Interests
Conventional
Questions20
Time Limit15 min
Work Values
Relationships
Questions25
Time Limit20 min
Work Styles
Integrity
Questions20
Time Limit25 min

Abilities

Oral Comprehension

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Number Facility

The ability to add, subtract, multiply, or divide quickly and correctly.

Oral Expression

The ability to communicate information and ideas in speaking so others will understand.

Speech Recognition

The ability to identify and understand the speech of another person.

Speech Clarity

The ability to speak clearly so others can understand you.

Interests

Conventional

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Enterprising

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Work Values

Relationships

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Support

Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Independence

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Work Styles

Integrity

Job requires being honest and ethical.

Dependability

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Attention to Detail

Job requires being careful about detail and thorough in completing work tasks.

Self-Control

Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.

Cooperation

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

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