New teller
Build habits for verifying requests, handling cash, and explaining what happens next.
See the new-teller path →Banking training made clear
Build skills for everyday banking work.
Practical courses and job aids for bank and credit union tellers, personal bankers, and the people who coach them.
Practice a decision. Understand the reason. Explain the next step.
Free courses · No payment or sign-in to start · Learn at your own pace
Choose your role
A useful place to begin.
Choose a starting point for your work. Every path below is free, and you can explore any topic.
Personal banker
Practice understanding a customer’s needs and comparing relevant options clearly.
See the personal-banker path →Supervisor or trainer
Coach an observable behavior, agree on practice, and reinforce the next step with your team.
See the leadership path →
Try one decision · about a minute
The request and the slip don’t match.
Mateo asks for $250. His withdrawal slip says $520. Nothing has been posted. What would you say first?
Try the full two-decision teller conversation →
A preview from the existing Bank Teller Fundamentals course. Choices stay in this page; follow your institution’s approved procedures for actual work.
Featured learning paths
Know where a lesson will take you.
Start with a short mission or work through a full path. Times are estimates; video viewing and practice can add time.
Bank Teller Fundamentals
For: New tellers, career starters and frontline refreshers.
6 lessons + guided mission · plan 70–100 minutes
- Clarify requests and verify account authority.
- Handle cash differences and explain a supported next step.
Personal Banker Development
For: Tellers moving into banker work and current bankers.
Opening mission: about 5–8 minutes · full path: 40–60 minutes
- Discover needs before recommending an option.
- Compare relevant costs and respect customer choice.
Branch Leadership
For: Supervisors, aspiring leaders and staff coaches.
4 lessons · estimated 45–60 minutes
- Coach an observable behavior and agree on practice.
- Respond to pressure while preserving required controls.
Regulation CC Essentials
For: Staff who explain check deposits and availability.
Opening mission: about 5–8 minutes · full path: 45–65 minutes
- Check deposit facts before quoting availability.
- Explain schedules, notice questions and return risk.
The Jay Get It approach
Clear explanations. Useful practice.
Jay Get It connects banking concepts to the decisions people make at the desk, in a customer conversation, and while coaching a team.
See the teaching style with a 68-second cash-counting and verification sample from our existing cash-handling lesson.
About Jay Get It →- Start free. Explore a course before choosing an optional paid tool.
- Practice the reasoning. Use fictional cases with explanations.
- Carry the habit forward. Connect a lesson to a focused job aid.
Loads YouTube only when selected. Press play in the player; captions are available through YouTube. Sample: 3:15–4:23.
Watch the full cash-handling lesson →Useful job aids
Take a practical reminder with you.
Free downloads use Payhip’s email-delivery form. Paid tools are separate purchases; review each resource’s scope and permitted use.
FREE · PDF
Teller Drawer Accuracy Checklist
One-page PDF with opening checks, transaction reminders, shift habits, and balancing prompts.
View Teller Drawer Accuracy Checklist →
FREE · PDF
Deposit Availability Checklist
One-page PDF to organize the account, deposit, timing, and exception facts before explaining availability.
View Deposit Availability Checklist →
PAID · $4.99 · FILLABLE PDF
Cash Difference Toolkit
Two-page fillable PDF for organizing a drawer-difference review: variance, checks, possible clues, and follow-up.
View Cash Difference Toolkit →Browse all free resources → Explore team resources and permitted use →
Your next useful step
Start with one decision.
Try the short scenario, then choose a free path that fits your work.
A few clear answers.
Do I need to register or pay to take a course?
No. Academy courses are free and registration is optional. Paid downloads are separate and labeled on their resource pages.
How do I receive a free checklist?
Open its resource page to review the format and delivery details. Free downloads use Payhip’s $0 email-delivery form; payment details are not required. Marketing updates are optional.
Can I use a resource with my team?
Check the resource’s permitted-use terms before copying, distributing, or adapting it. Explore team resources or ask Jay Get It about team use.
Does this replace my institution’s required training?
No. These resources support learning alongside your institution’s current policies, procedures, required training, and authorized review.
Need help choosing a course or accessing a resource? Contact Jay Get It support →
Turn a video into practice
Explore ten topic-matched journeys, from cash accuracy to deposit conversations. Each includes a video, an independent scenario, and a useful next step.
Explore video lessons and practice →