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Teller skills for your resume and career

Updated January 8, 2025

4 min read

Below we've compiled a list of the most critical teller skills. We ranked the top skills for tellers based on the percentage of resumes they appeared on. For example, 12.9% of teller resumes contained cash handling as a skill. Continue reading to find out what skills a teller needs to be successful in the workplace.

15 teller skills for your resume and career

1. Cash Handling

Here's how tellers use cash handling:

Demonstrated exceptional cash handling/balancing ability.
Assisted Spanish speaking customers and provided all necessary information about banking benefits and cash handling.

2. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how tellers use customer service:

Provided top-notch customer service in Spanish and English while handling financial transactions accurately and giving clients a professional and friendly experience.
Serviced 15-20 customers making sure to provide superior customer service while keeping focused on quickly and accurately processing their financial transactions.

3. Financial Transactions

The type of agreement held between two parties (buyer and seller) regarding an exchange of funds for an asset, is termed as a financial transaction. The financial transaction is the exchange of products, services, cash or credit, information, and other things of value among two separate entities for a common goal.

Here's how tellers use financial transactions:

Performed a wide variety of financial transactions in a timely and efficient manner individually and through team collaboration.
Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment.

4. Math

Here's how tellers use math:

Trained to be a Teller by taking a test of money skills and math.
Utilized math and problem solving skills for customer inquiries and banking deposits.

5. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how tellers use bank products:

Generated new business and expanding relationships with current customers by cross-selling bank products and services that would benefit each individual.
Established client relationships by providing legendary customer service processing transactions, referring bank products, and protecting confidential information.

6. ATM

ATM (Automated Teller Machine) refers to an electronic banking system that enables the customers to initiate and complete transactions without queuing for aid from the teller within the branch.

Here's how tellers use atm:

Compared ATM transactions to accounting records and documented variances as necessary.
Administered teller/ ATM reconciliation transactions.

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7. Basic Math

Here's how tellers use basic math:

Utilized basic mathematical skills and basic computer knowledge to process day-to-day banking tasks.
Apply basic mathematical skills to complete accurate transactions.

Select Skills To Add To Your Resume

Cash Handling

Customer Service

Financial Transactions

Math

Bank Products

ATM

8. Cross-Sell

Cross-selling is the activity of selling various products or services to a consumer to add the sale value.

Here's how tellers use cross-sell:

Promoted consumer services and products via customer education and cross-sell referrals and assisted other associates as needed.
Processed customer transactions Found opportunities to cross-sell products to clients Communicated with customers about their accounts

9. Bank Policies

Here's how tellers use bank policies:

Provided excellent customer service Sold bank products accordingly Efficiently handled large amount deposits Complied with all bank policies and procedures
Verified several forms of identification and legality of official documents as they relate to bank policies and federal regulations.

10. Savings Withdrawals

Here's how tellers use savings withdrawals:

Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices, Process savings withdrawals.
Maintain positive customer relations while processing and verifying banking transactions, checking and savings withdrawals and deposits.

11. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how tellers use customer relationships:

Established, retained and broadened customer relationships, and developed potential customers to exceed sales goals with high-quality individual service.
Enhanced customer relationships by identifying opportunities and referring customers to the Financial Specialist, or other financial center personnel.

12. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how tellers use financial services:

Provide excellent financial services to customers including deposits, withdrawals and recommendation of additional products and services based on their needs.
Assumed responsibility for the efficient, effective, and accurate performance of financial service representative functions, consistently exceeded member expectations.

13. Strong Customer Service

Here's how tellers use strong customer service:

Handled a variety of financial services, maintained high level of accuracy and security while utilizing strong customer service skills
Develop and maintain professional relationships with personal and business customers through strong customer service.

14. Bank Services

Here's how tellers use bank services:

Managed customer transactions and promoted bank services, all while establishing credibility with clients, and providing exceptional customer service.
Demonstrated ability to reply questions regarding bank services and procedures while maintaining excellent standards of customer service.

15. Cross-Selling

Here's how tellers use cross-selling:

Analyzed customer's needs, determined appropriate products and services and uncovered additional cross-selling opportunities with existing and prospective clients.
Gained considerable praise from superiors for cross-selling abilities, by establishing new relationships with members and expanding current relationships.

12 Teller Resume Examples

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Theresa Anderson Teller Contact Information Ridgefield, NJ (360) 555-4621 tanderson@example.com Skills • Product Knowledge • Negotiable Instruments • Routine Office • Phone Calls • Administrative Functions • New Customers • FSR • Legal Documents • Referral Goals • Bank Products Employment History Teller 2020 - Present Citi Ridgefield, NJ • Provide accurate, fast and friendly customer service. • Assist the branch in meeting sales goals by identifying customer needs and making appropriate referrals. New Accounts Representative 2010 - 2020 Verizon Ridgefield, NJ • Established new accounts and serviced existing Provide superior customer service Consistently met or exceeded quota, up to 20% Receptionist Secretary 2009 - 2010 H&R Block New York, NY • Type up labels for outgoing fedex shipments for field equipment and documents. • Facilitated communication between internal and external clients, composing business letters and completing projects for current and potential Trust clients. • Managed daily office functions, and facilitated communication and information systems. • Provided general office and receptionist support as workload dictated. Education Some College Courses Business 2009 - 2009 Miami Dade College Miami, FL


Denise Freeman Teller Contact Info Minneapolis, MN (590) 555-7628 dfreeman@example.com Skills Display MaintenanceSales FloorSales TransactionsRetail EventsLarge AmountsForeign CurrencyCustomer ServiceReferral GoalsATMStore Policies Employment History Teller 2020 - Present Wells Fargo Minneapolis, MN • Cross selling of bank products and troubleshooting customers' issues. • Facilitated high customer satisfaction with bank transactions through professional and friendly communication with all customers. • Assist clients with financial transactions ATM and Vault Teller Assist with cash order and shipment Cross Sell bank products to personal bankers • Increase alternate channels, cross-sells bank services and products for Wells Fargo partners by 15%. • Balance Vault and ATM, check and cash counting, audit teller drawers under dual control. Commercial Teller 2019 - 2020 Wells Fargo Minneapolis, MN • Processed a variety of routine financial transactions using teller programs. • Assisted in auditing ATM every morning. • Completed special tasks by preparing cashier's checks, money orders, and exchanging foreign currency. • Perform bank transactions, exceed customer service expectations, and achieve sales goals and objectives. Sales Clerk 2015 - 2019 Gap San Francisco, CA • Train new associates in correct fitting room and sales floor procedures. • Performed operations and customer service in Grocery, Produce, Dairy, Frozen, and Floral departments. • Guaranteed company assets by ensuring adherence to all loss prevention procedures. • Provide excellent customer service Cashier Maintain appearance of store Key holder Education High School Diploma 2015 - 2015


Emma Russell Teller Wilmington, DE erussell@example.com (470) 555-7160 Experience Teller 2019 - Present Wells FargoWilmington, DE • Identified and made sales referrals to bankers while reviewing customer profiles during daily transactions. • Processed quarterly Vault and ATM audits with a zero error rate. • Cash handling including, outgoing and incoming shipment, customer transactions, ATM servicing. New Accounts Representative 2013 - 2019 JPMorgan ChaseWilmington, DE • Utilized all available resources including banker software applications in a Windows environment to meet the needs of the customer. • Answered questions regarding loan status, password resets, etc. • Cross selling other bank products by utilizing solid sales tactics. • Evaluated consumer loan applications for credit worthiness and rendered appropriate decision based on credit policy and within compliance. Bank Teller 2003 - 2013 U.S. BankCincinnati, OH • Cross sales of bank products in accordance with customer needs. • Coach tellers, as needed on cash balancing accuracy, customer service, and/or their sales goals. • Process customer transactions * Responsible for excellent communication with customers & customer service issues * Maintain daily balancing of teller cash drawer Skills Financial Goals Business Clients Bank Deposits Bank Products Sales Goals Balance Currency Business Transactions Address Changes Communication Proper Identification Education High School Diploma 2003 - 2003


Amber Gardner Teller Employment History Teller 2019 - Present Wells FargoMinneapolis, MN • Followed bank security procedures and never cut corners. • Increase alternate channels, cross-sells bank services and products for Wells Fargo partners by 15%. • Promoted bank products * Counted cash drawer at the beginning and end of each shift. • Interacted and maintained communication with loyal customers. • Assisted tellers in balancing operations and conducted daily balancing of Vault, ATM and cash dispenser. Exchange Teller 2017 - 2019 The PNC Financial Services GroupColumbus, OH • Received inbound customer service phone calls and provided product knowledge to • Handled cash flow in ATM machines. • Adhered to all check cashing, cash handling, audit and security bank procedures. • Assist clients with financial transactions in person and over the phone. Assistant Head Teller 2016 - 2017 The PNC Financial Services GroupColumbus, OH • Open, maintain, and sell bank products to new and existing clients. • Complete financial transactions including: deposit, withdrawal, payment Engage customers in conversation regarding their financial well-being Cash handling large amounts • Identify customer needs and refer Bank products and services. • Scheduled and coordinated bank tellers. Education Certificate Business 2015 - 2016 Ohio State UniversityColumbus, OH Contact Information Minneapolis, MN (760) 555-2445 agardner@example.com Skills Financial Transactions Promotional Strategies Foreign Currency Official Checks Business Transactions Loan Applications Customer Transactions Customer Service TD Process Transactions


Elizabeth Dunn Teller Los Angeles, CA (750) 555-3893 edunn@example.com Skills Daily Transactions Procedures Ar Travelers Checks Process Transactions External Customers Cross-Sell Financial Needs CPT ATM Employment History Teller 2019 - Present ChaseLos Angeles, CA • Inspect and maintain appropriate cash levels in the ATM and teller drawer. • Cross sell bank product and services Answer basic customer inquiries. • Recorded all transactions in compliance with bank procedures for check cashing, deposits and loan payments. • assisted customers with bank account transactions; sold bank products Teller 2016 - 2019 CitiLos Angeles, CA • Process transactions such, automated teller transactions, and mail deposits. • Executed daily, accurate financial transactions in accordance with bank policies and reconciled records to ensure drawer balancing. • Handle selling/buying of currency, handled the tasks of managing vault operations and training new tellers. Accounting Internship 2015 - 2016 Robert Half InternationalLos Angeles, CA • Managed financial transactions and record keeping with strict attention to detail. • Prepared journal entries, month-end closing procedures, general ledger maintenance, and payroll functions. • Assisted the CFO and the comptroller on financial analysis of balance sheet and P&L accounts. • Answered and screened a high volume of incoming calls/inquiries from clients, co-workers and vendors, providing information/referrals as needed. Education Some College Courses Accounting 2015 - 2015 Arizona State UniversityPhoenix, AZ


George Cox Teller Atlanta, GA (350) 555-8578 gcox@example.com Experience: Teller Bank of America Atlanta, GA 2015 - Present • Process transactions accurately and efficiently accordingly to bank policies. • Process transactions such as term deposits, retirement savings plan contributions, teller cash dispensers, night deposits and consignments items. • Cash handling, organized, proficient with computer applications, punctual, effective communication, answer multiple phone calls. Professional Teller Robert Half International Atlanta, GA 2010 - 2015 • Manage customer inquiries, requests and complaints regarding to different bank products as checking and savings accounts. • Generated new business through referrals and suggestions of bank products and services that would benefit each customer. • Assist customer with financial transactions and suggest products that will help them with planning their financial future. • Run night and ATM deposits. Accountant Assistant Robert Half International Atlanta, GA 2008 - 2010 • Processed and received payroll reports and calculated overtime. • Review month end A/P statements against possible missing or past due invoices to be paid. • Processed vendor invoices, check requests for assigned set of vendors. • Reconciled invoices; 3 way matching of invoices to system stock-in and purchase orders. Skills • Payment Dates • Income • Bank Products • Communication • Purchase Orders • Quickbooks • Travelers Checks • POS • CPA • Night Deposits Education: Bachelor's Degree The University of Alabama Tuscaloosa, AL 2005 - 2008 • Major: Public Relations


Harold Walker Teller Charlotte, NC (910) 555-5141 hwalker@example.com Experience: 2020 - Present Teller / Bank of America / Charlotte, NC • Processed financial transactions and created sales referrals to bank sellers. • Pulled ATM deposits, Night Head Drop, Business transactions, maintaining customers relationships. • Manage and service three ATM's. • Supervised tellers, balanced teller drawers, attending to ATM machines, coordinated teller referrals. 2019 - 2020 Teller And A Sales Associate / First Midwest Bancorp / Chicago, IL • answer inquiries regarding checking and savings accounts and other bank related products and meeting sales goals! • Accept loan payments: verify payment amount and issue receipts Balance and update savings passbooks, and close accounts when requested. 2017 - 2019 Receptionist Secretary / LA Fitness / Chicago, IL • Greet and Assist clients Answer phones and direct to appropriate department Collection calls Handling client information Manage POS system • Provided administrative support such as answering multiple phone lines, greeting visitors and resolving their inquiries. • Optimized patients' satisfaction, provider time, and treatment room utilization by scheduling appointments in person or by telephone. Skills: Icd-9, Potential Customers, Product Knowledge, High Volume, Account Balances, Communication, Official Checks, Customer Service, Financial Needs, Medical Records Education: 2017 - 2017 High School Diploma /


Bobby Campbell Teller Tucson, AZ \| (910) 555-8197 \| bcampbell@example.com Work Experience Teller, Citi - Tucson, AZ 2017 - Present Executed daily, accurate financial transactions in accordance with bank policies and reconciled records to ensure drawer balancing. Maintained a cash vault, financial transaction logs and trained new employees. Processed New Accounts information utilizing ADP system such as opening new accounts via phone and e-mail. Handled special-services requests including domestic/foreign transfers, foreign currency trading, and inventory of traveler checks. Teller And A Sales Associate, Wells Fargo - Phoenix, AZ 2015 - 2017 Maintained and balanced a cash drawer, ATM, and process the night depository. Record all transactions promptly, accurately and in compliance with bank procedures. Maintained a solid working knowledge of bank products and services. Developed great communication in order to make customer feel special, by smile and eye contact. Front End Cashier, McDonald's - Las Vegas, NV 2011 - 2015 Greet customers, take orders, run the till, fill orders and drinks Operated and handled money transactions on cash register while providing quality customer service. Handled customer complaints with positive attitude. Skills Customer Orders, Travelers Checks, Slice Meat, Stock Shelves, Bank Products, Process Merchandise Returns, Sales Floor, Customer Relationships, Customer Service, Company Policies Education High School Diploma 2011 - 2011


Jesse Boyd Teller New York, NY (600) 555-7954 jboyd@example.com Experience Teller, JPMorgan Chase, New York, NY 2020 - Present • Bank Teller 04/2010-08/2011 Chase Bank Processed transactions for customers Promoted bank products and services • Adhered to latest risk management procedures to minimize areas of risk, like counterfeiting, during daily transactions. • Trained and supervised new tellers in managing cash draw, closing sales, and customer relations. • Ensured customer financial transactions were completed accurately and efficiently, while complying with all policies, procedures and regulatory banking requirements. Bank Teller, JPMorgan Chase, New York, NY 2018 - 2020 • Maintain excellent daily communication with all levels of staff ranging from tellers to branch manager. • Promoted bank products and services. • Processed all customer transactions including deposits, withdrawal, payments, transfers, foreign currency and wiring. Accounting Internship, Robert Half International, New York, NY 2017 - 2018 • Prepared and reviewed budget, revenue, expense, contractors' payroll entries, and invoices. • Reconcile vendor invoices by identifying and resolving discrepancies. • Ordered office supplies and coordinated office repairs. Skills • Customer Service • Bank Records • Financial Statements • Sales Goals • Income • Communication • Data Entry • Account Statements • Official Checks • Customer Accounts Education 2014 - 2017 Bachelor's Degree Business, Northeastern University Boston, MA


Bryan Gordon Teller Phoenix, AZ \| (840) 555-2991 \| bgordon@example.com Employment History: Wells Fargo - Phoenix, AZ 2019 - Present Teller • Provided account balance and status information. • Processed quarterly Vault and ATM audits with a zero error rate. • Carried out over one hundred different financial transactions a day. Wells Fargo - Tempe, AZ 2016 - 2019 Assistant Head Teller • Learned, referenced and applied product knowledge information. • Processed customer transactions and assisted Customer Service Manager in branch operation activities, including preparations for annual branch audits. • Facilitated high customer satisfaction with bank transactions through professional and friendly communication with all customers. Loomis - Burr Ridge, IL 2015 - 2016 Assistant Head Teller • Verify all ATM manifests and balance each terminal nightly. • Separate currency, coins and check deposits received from banks, ATM, and commercial customers providing accurate count by denomination. • Maintained excellent communication within department. Skills: New Customers, Professional Relationships, Foreign Currency, Bank Products, Check Accuracy, Customer Relationships, Customer Deposits, Loan Applications, Customer Service, Financial Institutions Education: High School Diploma 2015 - 2015


Kelly Carpenter Teller phone(970) 555-0719 addressHoover, AL emailkcarpenter@example.com Experience 2017 - Present Teller Regions Financial · Hoover, AL • Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment. • Maintain a strong knowledge of bank products, services, procedures and regulatory requirements. • Identify potential customer needs and savings opportunities while also conducting currency transactions. • Manage large amounts of cash and responsible for complete customer privacy. • Assisted customers with banking issues Increased knowledge of bank products and services through independent research 2011 - 2017 Receiving Teller Bank of America · Charlotte, NC • Used relationship management to up-sell and cross-sell existing client base. • Provided customer service and completed various teller transactions, e.g. • Identified referral opportunities and recommended suitable bank products and services to customers. • Meet daily referral goals by selling products to meet customer's needs. • Processed financial transactions and created sales referrals to bank sellers. • Adhered to operational and security policies and procedures Balanced ATM 2010 - 2011 Customer Sales Representative Teletech Holdings · Springfield, MO • Operate telephone switchboard - Maintaining professional communication with clients. • Assisted pc setup and internet complications. • Promoted within six months to a Customer Sales and Service Representative . Skills • Customer Service • Customer Sales • Product Knowledge • Retail Sales • Direct Supervision • Consumer Issues • New Tellers • Bank Products • Referral Goals • Cross-Sell Education 2010 - 2010 High School Diploma


Kyle Evans Teller phone:(910) 555-8129 email:kevans@example.com address:Saint Louis, MO Employment History Teller 2020 - Present U.S. Bank · Saint Louis, MO • Promote checking and savings accounts, lines of credit, credit cards and other bank products or services. • Make sales referral goals and above all provide excellent customer service. • Coached underperforming team to enter referrals and how to start conversations with customers about bank products. • Expanded customer base by referring bank products and services. • Processed ATM machine deposits daily. Teller And A Sales Associate 2019 - 2020 Regions Financial · Orlando, FL • Service all customers with bank products while working on the customer service desk. • Perform surprise audits on cashboxes, ATM, and Vault twice a month. • Responded to inquiries regarding checking, savings account and other bank products. • Handle teller transactions, sell/cross-sell bank products and services, and resolve customer service issues. Telemarketer 2018 - 2019 Sears Holdings · Orlando, FL • Delivered exceptional customer service to each customer, ensuring their needs were fully met. • Schedule appointments for sales representatives to with prospective customers. • Provided sales/customer service in a call center environment. Skills Financial Transactions Sales Talks Product Knowledge Check Accuracy Travelers Checks Hvac Internet Referral Goals Bank Products Balance Currency Education Some College Courses General Studies 2018 - 2018 Valencia College · Orlando, FL

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List of teller skills to add to your resume

The most important skills for a teller resume and required skills for a teller to have include:

Cash Handling
Customer Service
Financial Transactions
Math
Bank Products
ATM
Basic Math
Cross-Sell
Bank Policies
Savings Withdrawals
Customer Relationships
Financial Services
Strong Customer Service
Bank Services
Cross-Selling
Customer Issues
Bonds

Mobile Banking
Cash Drawers
Bank Secrecy Act
Credit Card Payments
Bank Operations
Branch Management
Savings Bonds
Security Procedures
Quality Customer Service
Night Drop
Commercial Banking
Bank Procedures
Account Services
Processing Loan Payments
Account Balances
Foreign Currency
Financial Products

Savings Accounts
Wire Transfers
Night Deposits
Cashier Checks
Telephone Inquiries
Anti-Money Laundering
Travelers Checks
Negotiable Instruments
Customer Complaints
Bank Transactions
Check Deposits
Check Accuracy
Savings Deposits
Sales Referrals
Customer Transactions
Process Deposits

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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