Onboarding plan
Bank Teller Onboarding Plan (30-60-90 Days)
A practical, printable plan to take a new bank teller from first day to full productivity.
Bank Teller onboarding at a glance
Week one covers orientation, safety and shadowing. Days 1–30 build vocabulary and supervised practice on core procedures; days 31–60 move to independent work with competency sign-offs; days 61–90 focus on full productivity, cross-training and a credential plan.
Before day one
- Confirm start date, schedule, pay and supervisor in writing
- Verify required credentials: Bank teller certificate, BSA/AML training (as applicable)
- Prepare equipment and access: teller systems; cash recyclers; counterfeit detectors; check scanners
- Assign a buddy or preceptor
- Enroll the new hire in Bank Teller training so foundations are covered before or during week one
Week one: orient and protect
- Workplace tour, emergency procedures and incident reporting
- Follow robbery procedures
- Use dual control in the vault
- Protect customer data
- Report suspicious activity
- Shadow an experienced bank teller through a full shift
- Training modules 1–3: role foundations, a day on the job and essential vocabulary (15 terms)
Days 1–30: learn
Goal: perform core tasks safely under supervision.
- Supervised practice: balance a teller drawer
- Supervised practice: spot a counterfeit bill
- Supervised practice: recognize elder financial abuse at the window
- Training modules 4–7: duties, step-by-step tasks, tools and safety
- 30-day check-in: confidence, questions and early wins
Days 31–60: contribute
Goal: handle a regular workload independently.
- Process deposits and withdrawals: independently
- Cash checks: independently
- Balance the cash drawer: independently
- Spot counterfeit bills and fraud: independently
- Competency sign-offs completed (see checklist below)
- Training final knowledge check and certificate of completion
- 60-day check-in
Days 61–90: own
Goal: full productivity and a growth plan.
- Meet productivity and quality targets for the role
- Begin cross-training on a secondary task
- Agree on a credential goal (for example, Bank teller certificate)
- Discuss the career path: Teller → Head Teller → Universal Banker
- 90-day review
Competency checklist
| Skill or task | Trained | Observed | Signed off |
|---|---|---|---|
| Balance a Teller Drawer | |||
| Spot a Counterfeit Bill | |||
| Recognize Elder Financial Abuse at the Window | |||
| Cash handling | |||
| Transaction processing | |||
| Fraud detection | |||
| Banking products |
How to measure onboarding success
- Time to independent work
- Error or rework rate
- Internal customer satisfaction
- 90-day retention
How Bank Teller training maps to this plan
- Introduction to the Bank Teller Role
- A Day on the Job
- Essential Bank Teller Vocabulary
- Core Duties and Responsibilities
- Common Tasks, Step by Step
- Tools, Equipment and Technology
- Safety, Compliance and Professional Standards
- Skills Employers Look For
- Launching Your Bank Teller Career
- Final Knowledge Check