Give New Tellers a Stronger Start

Starting on the teller line can be overwhelming.

New employees are learning transactions, cash handling, security procedures, fraud warning signs, compliance responsibilities, member/customer service expectations—and when to stop and ask for help.

New Teller: Your First 30 Days™ gives new tellers and their trainers a practical roadmap for those critical first weeks.

This FREE 4-page professional resource organizes development into three stages:

DAYS 1–10 | Build the Foundation

Develop essential habits around transaction accuracy, cash handling, security, identification, checks, balancing, confidentiality, and escalation.

DAYS 11–20 | Build Confidence

Strengthen awareness of check fraud, funds availability, BSA/AML responsibilities, CTR procedures, unusual activity, scams, elder financial exploitation, account security, and appropriate escalation.

DAYS 21–30 | Work Toward Independence

Reinforce transaction consistency, sound judgment within assigned authority, documentation, risk recognition, communication, and continued development.

ALSO INCLUDED

✓ New teller reflection prompts
✓ Trainer coaching opportunities
✓ Days 1–10 trainer check-in
✓ 30-day development reflection
✓ Employee and trainer sign-off
✓ Frontline risk reminder: Recognize → Pause → Follow Procedure → Escalate

WHO IS THIS FOR?

Designed for:

• Banks
• Credit unions
• Branch managers
• Teller supervisors
• Trainers and learning & development teams
• New tellers
• Universal bankers with teller responsibilities

PRACTICAL. PROFESSIONAL. FREE.

Use it as a companion to your institution's existing onboarding, policies, procedures, systems training, and required compliance education.

No purchase required.

Download it, use it with your team, and see how Jay Get It™ turns complex banking topics into practical frontline resources.

Jay Get It™
Practical Banking Training & Compliance Resources

Educational use only. This resource does not replace institution-specific policies, procedures, required regulatory training, management approval, or legal/compliance guidance.