First thing at 8:15 every morning, you go through your opening list
- Open Vault
- Open Safe Deposit
- Unlock Computers
- Start up Teller 21
- Get your drawer
- Count your drawer
- Collect paper work for phone calls
- Log in night drops
- Complete night drops
Now it should be time to open for the day.
Clients casually walk in and out some doing deposits, some for withdrawals and others with questions on Loans, credit cards, ect. No day is really the same when it comes to your clients, but it's always entertaining. Through out the day in between your clients you must make phone calls to other clients. These phone calls are to find out from the clients if there is anything maybe we have all over looked but could truly benefit them. In hopes with these phone calls we try to make an appointment with our Branch Manager and our Personal Banker so they can more thoroughly go through their financials.
When it is 4:45pm one of the tellers stays on the line incase of any clients walking in, and the other starts the closing procedures.
- Count down drawer
- Take care of shred
- Balance the Vault
- Balance ATM
- Close up Safe Deposit Vault
- Do the security Sweep
After all of these things have been thoroughly finishes, the second teller can now start to balance their drawer. After completing all of that, it should now be 5:05pm. Time to lock the doors, set the alarm and head home.
Got to meet a lot of new people, and travel for trainings
Hard to meet goals while being so far away from other branches