Teller Supervisor Templates

Teller Supervisor Templates

There is a huge number of templates that someone in the Teller Supervisor 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 Teller Supervisor. 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 Cash Flow Report
2. Daily Transaction Log
3. Teller Performance Evaluation
4. Monthly Sales Report
5. Customer Complaint Log
6. Teller Schedule
7. Monthly Budget Analysis
8. Cash Reconciliation Sheet
9. Training Attendance Tracker
10. Monthly Branch Meeting Agenda

Reports

Reports are often prepared by a Teller Supervisor 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. Daily Cash Report
2. Transaction Summary Report
3. Teller Performance Report
4. Vault Balance Report
5. Suspicious Activity Report
6. Customer Complaint Report
7. End-of-Day Balancing Report
8. Cash Dispenser Audit Report
9. Teller Error Report
10. Monthly Branch Performance 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 Teller Supervisor does and how they do it.

1. Cash Handling Procedures
2. Customer Service Standards
3. Opening and Closing Duties
4. Transaction Verification Process
5. Vault Management Guidelines
6. Fraud Prevention Measures
7. ATM Maintenance Procedures
8. End-of-Day Balancing Checklist
9. Training and Development Guidelines
10. Complaint Resolution Protocol

Presentations

Teller Supervisor 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 Sales Report
2. Customer Satisfaction Analysis
3. Team Performance Review
4. Financial Analysis and Forecasting
5. Training and Development Plan

Legal Docs

There are several key times when a Teller Supervisor 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Customer Complaint Form Template
4. Incident Report Template
5. Performance Evaluation Template

Health & Safety Templates

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

1. Monthly Safety Inspection Checklist
2. Emergency Evacuation Plan Template
3. Workplace Hazard Assessment Form
4. Incident Report Form
5. Personal Protective Equipment (PPE) Assessment Form

Calendars

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

1. Monthly Staff Schedule Calendar
2. Customer Appointment Calendar
3. Cash Flow Projection Calendar
4. Training and Development Calendar
5. Compliance and Audit Calendar

Invoice Templates

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

1. Monthly Customer Account Statement
2. Monthly Loan Payment Invoice
3. Monthly Service Fee Invoice
4. Monthly ATM Transaction Invoice
5. Monthly Overdraft Fee Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Engagement Survey
3. Product and Service Feedback Survey
4. Branch Performance Evaluation Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Teller Supervisor 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 Staff Meeting
2. Performance Review Meeting
3. Sales Strategy Meeting
4. Training and Development Meeting
5. Operations and Process Improvement Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Savings Goal Budget Template
4. Debt Repayment Budget Template
5. Annual Budget Template

Dashboards

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

1. Daily Transaction Summary Dashboard
2. Customer Service Metrics Dashboard
3. Cash Management Dashboard
4. Sales Performance Dashboard
5. Employee Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Teller Supervisor 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. Monthly Sales Proposal
2. Customer Service Improvement Proposal
3. Operational Efficiency Proposal
4. Training and Development Proposal
5. Risk Management Proposal

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 Teller Supervisor 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.