Job Match Surveys

Teller Assessment Program™		 

Dear Participant,

This questionnaire is being used to determine the behaviors and skills essential in effectively performing a teller position in your organization. The information you provide will be used for research purposes only and will remain confidential. Information on this form will be reported to Employment Technologies Corporation, a human resources firm. This form will not be retained in any personnel file and should not be confused with any official personnel documents. Your responses will be used to evaluate the suitability of the Teller Assessment Program-Enhanced for Sales (TAP-Sales), and the Teller Structured Employment Interview, within your organization.

Please complete the 31 items on this form by selecting the response that best describes how essential each job behavior is to overall performance in the teller position. Filling out this form will take approximately 5 to 10 minutes. Once you have completed the form, please press the Submit button at the bottom of this page.

Thank you for your cooperation.

Participant Information

Name

Company

City

State / Province

Country

Telephone



Group Code
This may have been provided to you for combining results across your organization, otherwise please leave blank.
Group Code


Demographic Information (optional)


Gender

Age

Race/Ethnicity

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The Job

Please select the option that best describes your job:

If you selected Other, please specify



Survey
Please read each statement below and select the option that best describes how essential it is to overall job performance in the teller position.

Job Behavior

Value to the Job

Examines checks to ensure standards are met prior to cashing (e.g., properly endorsed, written amount corresponds with numerical amount correct date).

Keeps security of assigned work area (e.g., places cash in teller drawer, locks all drawers when leaving area).

Records the exchange of bills (e.g., 5’s, 10’s, 20’s, 50’s) when cashing checks.

Identified mutilated or counterfeit money.

Notifies other tellers and/or bank officers when a situation poses a potential risk or when a customer is acting suspicious (e.g., large currency transaction, suspicious activity).

Requests identification from customers as required.

Greets customers in a pleasant, friendly way (e.g., uses their name in casual conversation).

Explains bank policies and procedures to customers (e.g., proper check endorsement, need for identification, holds on checks) to customers as necessary.

Recognizes and assesses sales opportunities and refers customer to Customer Service and/or Bank Officer when necessary (e.g., approvals, sales referrals, explanation of services of policies).

Describes briefly or answers questions regarding bank products/services in an efficient and courteous manner.

Receives payment and issues money orders.

Requests supervisor’s signature on cashier’s checks as necessary.

Correctly uses and/or maintains files and documents (e.g., signature cards, policy memos, transaction reports).

Asks supervisor for assistance when dealing with out of the ordinary/ unfamiliar customer requests.

Uses and understand bank policy for service charges, bank fees, account holds and embargoes, etc.

Reads notices such as branch schedules, procedural changes, robbery notices, teller awards, etc.

Attends training and meetings to learn new policies, procedures, and compliance issues.

Requests approval signature from person with higher check cashing limit, when necessary.

Listens to customer comments and suggests other products and services making referrals appropriately.

Understands the general types of bank products and learns about new products and features to increase sales/referrals.

Completes required paperwork and/or documentation according to established policies and procedures.

Buys and sells cash to and from tellers in branch.

Sells coins to customers and other tellers.

Accurately performs basic mathematical calculations, (e.g., counts, adds, subtracts, multiplies, divides).

Balances cash drawer at end of day (e.g., assigned drawer, branch, etc.) according to established policies and procedures.

Balances manually (i.e., when teller terminal is not working).

Delivers negative information (e.g., overdrawn accounts) in a tactful manner.

Adjusts work speed according to banking office workload (e.g., during peak hours).

Expresses appreciation for customers’ business (e.g., thank you, follow-up call).

Assists other tellers (e.g., explaining unusual transactions, answering questions).

Apologizes when necessary (e.g., long waits, errors).