Savings Teller Templates

Savings Teller Templates

There is a huge number of templates that someone in the Savings Teller role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Savings Teller. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Savings Report
2. Customer Account Statement
3. Transaction Log
4. Deposit Slip
5. Withdrawal Slip
6. Account Opening Form
7. Account Closure Form
8. Loan Application Form
9. Interest Calculation Spreadsheet
10. Customer Feedback Survey

Reports

Reports are often prepared by a Savings Teller to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Savings Account Activity Report
2. Customer Deposit Report
3. Withdrawal Transaction Report
4. Interest Accrual Report
5. Account Closure Report
6. Overdraft Report
7. Account Balance Summary Report
8. New Account Opening Report
9. Account Transfer Report
10. Fee Assessment Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Savings Teller does and how they do it.

1. Cash Handling Procedures
2. Customer Account Opening
3. Deposit Processing
4. Withdrawal Processing
5. Currency Exchange
6. Check Cashing
7. ATM Maintenance
8. End-of-Day Balancing
9. Fraud Prevention Measures
10. Customer Service Guidelines

Presentations

Savings Teller presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Financial Performance Report
2. Customer Satisfaction Survey Results
3. New Product Launch Presentation
4. Training and Development Program Overview
5. Market Analysis and Competitor Comparison

Legal Docs

There are several key times when a Savings Teller needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Account Opening Agreement
2. Loan Agreement
3. Deposit Agreement
4. Power of Attorney
5. Signature Card

Health & Safety Templates

Health & Safety templates for a Savings Teller ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Incident Report Form
3. Emergency Evacuation Plan
4. First Aid Kit Inspection Checklist
5. Workplace Hazard Assessment Form

Calendars

Setting up Savings Teller calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Transaction Calendar
2. Customer Appointment Calendar
3. Staff Schedule Calendar
4. Loan Payment Calendar
5. Holiday and Bank Closure Calendar

Invoice Templates

Several types of Savings Teller invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Savings Account Statement
2. Loan Repayment Invoice
3. Credit Card Payment Invoice
4. Fixed Deposit Interest Invoice
5. Account Closure Invoice

Survey Templates

For a Savings Teller to get insights related to the work they do, they need to send out Savings Teller surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product and Service Feedback Survey
3. Transaction Experience Survey
4. Employee Engagement Survey
5. Market Research Survey

Meeting Agendas

Having premade Savings Teller meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Sales Performance Review Meeting
3. Customer Service Improvement Meeting
4. Product Training Meeting
5. Operational Efficiency Meeting

Budget Templates

To manage finances well, a Savings Teller would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Savings Goal Tracker
3. Debt Repayment Plan
4. Investment Portfolio Tracker
5. Annual Budget Forecast

Dashboards

Dashboards are a useful way for a Savings Teller to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Savings Summary Dashboard
2. Customer Account Overview Dashboard
3. Transaction Analysis Dashboard
4. Performance Metrics Dashboard
5. Compliance and Risk Assessment Dashboard

Proposal Templates

For bidding or requesting work, a Savings Teller needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Savings Account Proposal: This proposal template is used to pitch savings account options to potential customers, highlighting the benefits and features of each account type.

2. Loan Proposal: This proposal template is used to present loan options to customers, outlining the terms and conditions of each loan and the benefits of borrowing from the bank.

3. Investment Proposal: This proposal template is used to pitch investment opportunities to customers, highlighting the potential returns and risks associated with each investment option.

4. Credit Card Proposal: This proposal template is used to present credit card options to customers, outlining the benefits and rewards of each card and the terms and conditions of use.

5. Retirement Planning Proposal: This proposal template is used to pitch retirement planning services to customers, outlining the benefits of planning for retirement and the various options available through the bank

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Savings Teller templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.