The amount on the slip doesn’t match.
Mateo asks for $250. His signed withdrawal slip says $520. Nothing has posted. What do you say first?
Try the full customer conversationJay Get It Academy
Practice what happens at the teller window.
Work through real-world decisions with fictional customers, then build the skill in a free course. Start without signing in.
Free courses
New to banking? Begin with Teller Fundamentals. Already working in a branch? Choose a course for the task you want to handle with more confidence.
Bank Teller Fundamentals
New to the teller window? Practice verifying requests, handling cash, and explaining next steps.
Regulation CC Essentials
Practice explaining check deposit availability and gathering the facts before quoting a date.
Fraud & AML Awareness
Use branching conversations to spot warning signs, ask neutral questions, and refer concerns.
Personal Banker Development
Practice discovering customer needs and comparing options and costs clearly.
Banking Operations
Practice researching payment questions, reconciling evidence, and making clear handoffs.
Branch Leadership
Practice coaching employees and responding to pressure while following required procedures.
Practice & videos
Choose a branch task to practice or watch a lesson on the skill you want to build.
Mateo’s cash request
Clarify what a customer is asking for before you act.
The Mixed Cash Tray
Inspect a simulated $100 note, practice a customer conversation and referral, then take a scored assessment. A printable practice certificate is available.
The Drawer Difference
Recount a fictional drawer and decide what evidence to hand off. Useful for a coaching conversation.
The 4 p.m. Wire
A customer has a cashier’s check and an urgent wire request. Decide what to ask, verify, and hand off.
Closing the cash drawer
Count the bills in a teller drawer, find the difference, and prepare your handoff.
Bank teller interview practice
Build an answer from your own experience and rehearse common interview questions.
Banking video lessons
Watch a lesson and try the matching activity, from cash handling to check holds.
Job aids & downloads
Open these job aids in your browser and print them. No email needed.
- Fraud & AML job aid
- Deposit availability job aid
- Check fraud simulation coach card
- Personal banker conversation job aid
- Banking operations job aid
- Branch coaching job aid
Browse all free downloadsPDFs and other files delivered by Payhip at $0. Email required for delivery.
Put your practice to work
Jay Get It draws on branch leadership and frontline coaching experience. The free cases let you try the decision. These paid downloads give you workflows, worksheets, and coaching tools you can revisit.
Bank Teller Basics Training Manual
Review teller workflows, practice scenarios, and check your understanding in one 20-page guide.
Cash Difference Toolkit
Use a guide and worksheet to organize a drawer review, document what you checked, and prepare the handoff.
Branch Member Experience Coaching Toolkit
Record what you observed, name one behavior to improve, and agree on a follow-up.
Opening a saved teller-course bookmark?
Bank Teller Fundamentals now has its own course page. Existing teller lesson bookmarks forward there when JavaScript is available. You can also use these direct links:
About this catalog
Published by Jay Get It · Web revision 2026-11-02.2. Course organization and links updated November 2, 2026. This is not a substantive review of the teaching content. Each course keeps its own review record.
Author, review and version information
November 8, 2026: reorganized the free training library and its links.