Teller Training Checklist Form
Complete this Teller Training Checklist Form to verify onboarding and core skill completion for bank tellers.
Trainee Name
*
First Name
Last Name
Trainer Name
*
First Name
Last Name
Branch/Location
*
Training Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Teller Core Skills Completed
*
Greeting customers professionally
Processing deposits and withdrawals
Balancing cash drawer
End-of-day reconciliation
Identifying counterfeit currency
Cash Handling Procedure Understanding
*
Reviewed cash counting procedures
Understands counterfeit detection
Knows secure cash storage
Customer Service Basics Covered
*
Effective communication
Handling difficult customers
Professional appearance
Security and Fraud Awareness Training
*
Recognizing suspicious activity
Following security protocols
Reporting procedures
System/POS or Teller Software Practice
*
Completed software login/logout
Processed sample transactions
Reviewed error correction procedures
Trainer Final Remarks / Sign-Off
Submit Checklist
Should be Empty: