Teller
You're at the counter. Customers come in to deposit cash, cash a cheque, transfer money, or update a passbook. Your shift starts when you draw cash from the vault into your till and ends when you balance the till before close.
This page is your map. Everything you do most days has a guide below.
Most common tasks
| What you're doing | Go to |
|---|---|
| Customer wants to deposit cash | Cash deposit from a walk-in customer |
| Customer wants to withdraw cash | Cash withdrawal (coming soon) |
| Customer is depositing a cheque | Cheque deposit (coming soon) |
| Customer is sending money to another bank (NIP) | Outgoing interbank transfer (coming soon) |
| Starting your day — draw cash from the vault | Vault to till (coming soon) |
| Ending your day — return excess to the vault | Till to vault (coming soon) |
| Customer can't remember their account number | Search by name (coming soon) |
Reference (when you already know what you're doing)
- Teller dashboard reference — every field, panel and button on your home screen.
- Transaction screen reference (coming soon)
- Cheque-clearing screen reference (coming soon)
When something breaks
- Till is out of balance at end of day — your figures don't match the system.
- Customer claims a deposit that didn't post (coming soon)
- Counterfeit note presented (coming soon)
Decision trees
- Mutilated note adjudication (coming soon) — replace or refuse?
- Cash above the daily threshold (coming soon) — escalate or proceed?
Print this bundle
You can download every page listed above as a single PDF for offline use or to keep at the counter:
- Teller-FMFB.pdf — PDF generated per release; link will populate once the first release is cut.
The bundle includes only the pages a teller needs. Bound, two-up, ~40 pages.
What's not here yet
We're authoring the rest of the Teller bundle in the order most likely to be referenced under pressure. If you find a procedure you do every day that we haven't documented yet, flag it to your branch manager.