BANK TELLER - ERIC · The following occupational analysis of the bank teller occupation is a broad defini-tion of the teller function. A teller in a small bank would be 1-quired to

DOCUMENT RESUME

ED 107 999 CE 004 268

AUTHORTITLEINSTITUTION

SPONS AGENCYPUB DATENOTE

Frazer, William C.; And OthersAn Analysis of the Bank Teller Occupation.Ohio State Dept. of Education, Columbus. Div. ofVocational Education.; Ohio State Univ., Columbus.Trade and Industrial Education InstructionalMaterials Lab.Office of Education (DHEW), Washirgton, D.C.(75)78p.; For related documents, see CE 004 160-206, CE004 263-267, and CE 004 425-427, Glossary of termsindicated is not included

EDRS PRICE MF-$0.76 HC-$4.43 PLUS POSTAGEDESCRIPTORS *Banking; Communication Skills; *Finance Occupations;

*Job Analysis; Knowledge Level; *OccupationalInformation; Safety; Skill Analysis; SkillDevelopment; *Task Analysis; Task Performance; WorkAttitudes

IDENTIFIEPS *Bank Tellers

ABSTRACTThe general purpose of the occupational analysis is

to provide workable, basic information dealing with the many andvaried duties performed in the bank teller occupation. The documentopens with a brief introduction followed by a job description. Thebulk of the document is presented in table form. Ten duties arebroken down into a number of tasks and for each task a two-page tableis presented, showing on the first page: tools, equipment, materials,objects acted upon; performance knowledge (related also to decisions,cues and errors); safety--hazard; and on the second page: science;math--number systems; and communications (performance modes,examples, and skills and concepts). The duties include: opening andclosing the teller cage; processing payments, safety deposit boxtransactions, government bond transactions, and savings timecertificates; accepting deposits; cashing and issuing drafts;operating teller machine; and opening new accounts. (BP)

************************************************************************ Documents acquired by ERIC include many informal unpublished *

* materials not available from other sources. ERIC makes every effort ** to obtain the best copy available. nevertheless, items of marginal *

* reproducibility are often encountered and this affects the quality *

* of the microfiche and hardcopy reproductions ERIC makes available *

* via the ERIC Document Reproduction Service (EDRS). EDRS is not *

* responsible for the quality of the original document. Reproductions ** supplied by EDRS are the best that can be made from the original. *********************-**************************************************

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79

AN ANALYSIS OF THE BANK TELLER OCCUPATION

William C. FrazerInstructor, Distributive EducationPatterson Cooperative High SchoolDayton, Ohio

Sherry L. FullerConsultantCity National BankColumbus, Ohio

Developed By

and

Joseph W. OremInstructor, Distributive EducationLima Senior High SchoolLima, Ohio

Barbara ViethConsultant

Exchange Bank of WallbridgeWallbridge, Ohio

Occupational AnalysisE.P.D.A. Sub Project 73402

June 1, 1973 to December 30, 1974

Director: Tom L. HindesCoordinator:, William L. Ashley

The Instructional Materials LaboratoryTrade and Industrial Education

The Ohio State University

3

"The activity which is the subjectof this report was supported inwhole or in part by the U.S, Officeof Education, Department of Health,Education, and Welfare. However,the opinions expressed herein donot reflect the position or policyof the U.S. Office of Education,and no official endorsement by theU.S, Office of Education should beinferred."

Foreword

Preface

Acknowledgment ix

Job Description . . , ... , ... , . xi

TABLE OF CONTENTS

v

vii

DutiesA Opening and Closing the Teller Cage 1

B Processing Payments 11

C Accepting Deposits Checking and Savings . ,.: .: . 19

D Cashing Drafts . . . . , , ... , ... 27E Issuing Drafts . .. ..... , .., .: ., .: .. ,, 35F Processing Safety Deposit Box Transactions ,

.., 45G Operating Teller Machine 53H Processing Government Bond Transactions 59I Opening New Accounts - 65J Processing Savings 7ime Certificates : .. 71

Glossary 79

s

FOREWORD

The occupational analysis-project was conducted by The Instructional MaterialsLaboratory, Trade and Industrial-iaiZatlon, The Ohio State University in con-junction with the State Department of Education, Division of Vocational Educa-tion pursuant to a grant from_theU.S. Office of Education.

i:;The Occupational Analysis project was proposed and conducted to train voca-tional educators in the techniques 'malting a comprehensive occupationalanalysis. Instructors were selected from Agriculture, aus-i-ness-,-tive,srrHome Economics and Trade and Industrial Education to gain experienceindeveloping analysis documents for sixty-one different occupations. Represen-tat-ives-from Business, Industry, Medicine, and Education were involved withthe vocational instructors in conducting the analysis process.

The project was-conducted in three phases., Pnase one involved the planningand develoWie-nts-ot the project strategies.. The analysis process was basedon sound principles of learning and behavior. Phase two was the identifica-tion, selection and orientation of all participants. Thy training and work:-shop sessions constituted the third phase.--Two_r_week workshops were heldduring which teams of vocational instructors conducte-d-an_analysis-of_theoccupations in which they had employment experience. The instructors wereassisted by both occupational consultants and subject matter specialists.

The project resulted in producing one hundred two trained vocational instruc-tors capable of conducting and assisting in a comprehensive analysis ofvarious occupations. Occupational analysis data were generated for sixty-oneoccupations. The analysis included statement of the various tasks performedin each occupation. For each task the following items were identified:tools and equipment; procedural knowledge; safety knowledge; concepts andskills of mathematics, science and communication needed for successful per-formance in the occupation. The analysis data provided a basis for generatinginstructional materials, course outlines, student performance objectives,criterion measures as well as identifying specific supporting skills andknowledge in the academic subject areas,

PREFACE

The following occupational analysis of the bank teller occupation is a broad defini-tion of the teller function. A teller in a small bank would be 1-quired to performall of the duties listed. This can be contrasted with a teller in a large metropol-itan bank, who would perform a more specialized function, and whose work day may con-sist of performing as few as two of the duties listed. It is felt that at least anunderstanding of the tasks required to perform all of the duties listed is -iecessaryfor anyone performing the teller function, regardless of the size of the institutionin which he/she works.

ACKNOWLEDGMENT

We wish to acknowledge the valuable assistance rendered by the followingsubject matter specialists. They provided input to the vocational instruc-tors in identifying related skills and concepts of each respective subjectmatter area and served as training assistants in the analysis process duringthe two-week workshops.

Rollin M. Barber, PsychologyThe Ohio State UniversityColumbus, Ohio

Jodi Beittel, CommunicationsColumbus, Ohio

Diana L. Buckeye, MathematicsUniversity of MichiganAvon Lake, Ohio

Rick Fien, ChemistryThe Ohlo State UniversityBeachwood, Ohio

N.S, Gidwani, ChemistryColumbus Technical InstituteColumbus, Ohio

Bruce A. Hull, BiologyThe Ohio State UniversityColumbus, Ohio

Donald L. Hyatt, PhysicsWorthington High School

Worthington, Ohio

gsv

Glenn Mann, CommunicationsColumbus, Ohio

Jerry McDonald, Physical Sciei.ces

Columbus Technical InstituteReynoldsburg, Ohio

Colleen Osinski, PsychologyColumbus Technical InstituteColumbus, Ohio

David Porteous, CommunicationsUniversity of ConnecticutColchester, Connecticut

James A. Sherlock, CommunicationsColumbus Technical InstituteColumbus, Ohio

Jim VanArsdall, MathematicsWorthington High SchoolWorthington, Ohio

Lillian Yontz, BiologyThe Ohio State UniversityCaldwell, Ohio

The following individuals are acknowledged for their organizational assistance inidentifying and coordinating the vocational instructors and consultants in DistributiveEducation.

Cathy Ashmore, DirectorDistributive Education Instructional

Materials LaboratoryColumbus, Ohio

James R. GleasonIndian Pills High SchoolCincinnati, Ohio

Acknowledgment As extended to the following I.M.L. staff members for their role inconducting the workshops; editing, revising, proofing and typing the analyses.

Faith JusticeSheila NelsonMarsha OpritzaRita BuccillaPeg BushelmanCarol FausnaughMindy Fausnaughvita HastingsCarol HicksSue HolsingerBarbara HughesCarol MarvinPatti NyeKathy RoedigerMary Salay

Research AssociateAdministrative AssistantEditorial ConsultantTypistTypistTypistTypistTypistTypist

Typist

TypistTypist

TypistTypistTypist

JOB DESCRIPTION

The bank teller performs the duties necessary to service bank customers; opens andcloses the teller cage; processes various type of paymnts; accepts deposits, bothchecking and savings; cashes and issues drafts; processes safety deposit box trans-actions; operates teller machine; processes government bond transactions; opens newaccounts; and processes savings certificates.

0

Duty A Opening and Closing the Teller Cage

1 Verify cash2 Obtain cash3 Prepare cage4 Secure cash

I I

1

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Teller machine

Ca.! ,:ay

Ado..tg machine

Paper

Pen tall-1,

eet

Wrappers cutrency

Coin

Debit and credit memos

Drafts

Count cash accurately

Balance cash with proof

pECISION

Determine if cash credit and debit

memos, and daily

ransactions

balance

Proper amount of cash

ER

99 R

S

Shortages or overages

Not count wrapped case.

A1(T

AS

K S

TA

TE

ME

NT

)VERIFY CASH

SC

IEN

CE

MA

TH

NU

MB

ER

SY

ST

EM

S

Behavioral

Maintain capacity to foster trust

Maintain capacity to foster confidentialty

Maintain capacity to generate integrity

Maintain capacity to function efficiently when encounter-

ing fast changing, multiple, personal or situational

varibles.

Exhibit qualities of self-confidence, self-control, self-

reliance, self-respect, and adaptability

Attention

Concentration

Mental alertness

Mental clarity

Organization

Positive Rationals = rmphasis on decimals for countinp

cash

Property of comparison (balance cash with proof)

equality/equivalence

inequality /Treater than/less than

Guess and check method (in case of not halanring)

CO

MM

UN

ICA

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NS

PE

RF

OR

MA

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EX

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TA

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TO

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MA

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AC

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SA

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HA

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RD

Teller machine

Money tray

Adding machine

Credit/debit memos

Change order form

Currency And coin

Vault

Determine denominations and amounts

required

Complete change order form

Complete credit/debit memo

Obtain change

Verify amount

Record transaction on teller machine

and vault sheet

.

DE

CIS

ION

SC

UE

SE

RR

OR

S

Determine coins needed

Detrmine currency needed

Coin or currency shorraees or over-

ages

Specific requests

Tncorrocr amnmit of rhangP

lnrorrPct amount of money

A(T

AS

K S

TA

TE

ME

NT

)ORTA14 CASH

SC

IEN

CE

Mai

ntai

n ca

paci

ty r

o fo

ster

coo

pera

tion

Maintain capacirY to function efficientl when encounter-

ing fast changincl, multinle, personal or situarinre)

varihles

Attention

Mental alertness

Corcenrration

Mental clarity

1 A

TH

NU

MB

ER

SY

ST

EM

SEST COPY

AV

AIL

AB

LE I

Positive Rarionals = Fmphasis on decimals for counting

cash

Property of romnaricon fro verify amount)

equelitr/equivalence

irennalitv/ereerer than/1P« thin

COMMUNICATIONS

PE

RF

OR

MA

NC

E M

OD

ES

Listening

Verbal

EX

AM

PLE

S

request

SK

ILLS

/CO

NC

EP

TS

Rpeogni7e irr,nnrc

t

A(T

AS

K S

TA

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ME

NT

)PREPARE CAGE

TO

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AC

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KN

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LED

GE

SA

FE

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HA

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RD

Pencils

Date stamps

Deposit slips

Place currency in drawer

Debit and credit slips

Currency

Place correct date on all datine

instruments and teller machine

.

Coin

Place wrapped coin into cage

Teller machine

Stapler

Obtain adequate supplies of deposit

slips and debit and credit memos

Tape

Teller machine tape

Adding machine tape

Teller stamp

Withdrawal slips DE

CIS

ION

SC

UE

SE

RR

OR

S

Determine if adequat% amount- of

10., amount of supplies

Shorroces of material s while

perform

supnlies are on hand to perform

Wrong dates on stamper

data activities

ine davc .nrk

Wrong dare on transaction

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1111

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s=m

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A3(TASK STATEMENT)

PREPARE CAGE

SCIENCE

----


ing fast chanrfinr, multiple, persnnal or situational

yaribles



Attention

Concentration

Mental alertness

Mental clarity

Organization

MA

TH

NUMBER SYSTEMS

Whole Numbers

Gountin (tn determine corr'cr amounts of qunnlier)

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

VIP wing

EX

AM

PL

ES

Cherkinc fnr low amounts of

sunplies

SK

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ON

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iii c

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anglwcis

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SECURE CASH

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PE

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NO

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DG

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AF

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AZ

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Money trays

Adding machine

Credit/debit memos

Wrap all coins and currency that can

Currency and coin

be wrapped

Teller's vault

Place all loose coin in a container

Currency wrappers

Combine all loose currency and place

Coin wrappers

in a container

Place all coins and currency in the

teller vault

Lock teller vault

DE

CIS

ION

SC

UE

SE

RR

OR

S

Determine amount of coin and currency

Amount of currency And coin

to be wrapped

Insc of cich

immifigALAA-

'.NIS

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SECURE CASH

SC

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CE

Attention

Concentration

Mental alertness

Mental clarity

Organization

MA

TH

NU

MB

ER

SY

ST

EM

S

Positive rationals

Properties of the real number system (to group cash and

coins)

associative (grouping)

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

EX

AM

PLE

SS

KIL

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ON

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S

11%

ea

Duty B Processing Payments

1 Determine type of payment2 Verify amount

3 Issue receipt and post transaction

41-

B1

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DETERMINE TYPE. OF PAYMENT

TO

OLS

, EQ

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SA

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HA

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RD

Standard daily equipment

Pencils

Date stamps

Request payment book or ledger

Deposit slips

Identify type of payment book

.


Ask customer what type of payment

Currency

Coin

Teller machine

Stapler

Stapler remover

Tape

Teller machine tape

Adding machine tape

Teller stamp

Withdrawal slips

Payment book or ledcer

Bank loan records

DE

CIS

ION

SC

UE

SERRORS

Determine type of

payment

Payment book

Post

payment to wronp

account

Statements by customer

MA

W 4

1111

11=

1111

1111

11

;1(T

AS

K S

TA

TE

ME

NT

)

Maintain capacity

Maintain canacity

Maintain capacity

Maintain rapacity

Maintain capacity

Exhibit qualities

reliance, s'

Attention

Concentration

Mental alertness

Mental clarit

Organi7arion

DETIRMINE TYPE OF PAYMENT

SC

IEN

CE

to foster trust

to foster confidentialry

to foster cooperation

ro penerate integrity

to cope with conflict behavior

of self-confidence, self-control, self-

lf-recpect, and artantnhility

MA

TH

NU

MB

ER

SYSTEMS

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

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listenir",

Al1

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1.11

11.1

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EXAMPLES

Tn vPrhal communications

rli,tromny

to determine tune of pa"r'ent

Viewin^

To visnall

nnolv7e "P rvne of

nlvmon?

Tn

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,ealv.70 verhle nmm.mi-mince

Visual

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KN

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LED

GE

SA

FE

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HA

ZA

RD


Pencils

Date stamps

Check due date of payment

Deposit sling

Add late rharpPg if necessary


Compare amount of check with amount

Currency

?ue or count cash offered

Coin

Teller machine

Stapler

Stapler remover

Tape

Teller machine tape

Addinp machine tape

Teller stamp

Withdrawal slips

Payment hook

Actual payient

DE

CIS

ION

SC

UE

SE

RR

OR

S

Dare ('Ile

in nlvmPnr hook

In.-ilrfiriont imwipf nlid

Determine if there is a lat.!

charge

Anolmt

indir,f,.(t disc

in payment

0,,er,,,ymo,,t

1du

ehook

Determine proper amount of

payment

offered

sOrM

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VERIFY AMOUNT

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reltancP, self - respect, and adaptability

Attention

Concentration

Mental alertness

Mental clarity

Organization

MA

TH

NU

MB

ER

SY

ST

EM

S

Positive rational

Fundamental Operatiora (Calculation) (To add and subtract

in order to perform late payment transactions)

Subtraction algorithm

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

Reading

Writing

EX

AM

PLE

SS

KIL

LS/C

ON

CE

PT

S

To determine imounts on payment

slins

To r.cord pruner payment amounts

46

norm

I einf..renre

Penmqnctlip

B3

(TA

SK

ST

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EN

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Isqlr PFMPT AND POST TrADSACTION

TO

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, EQ

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OB

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AC

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D U

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NP

ER

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AN

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KN

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LED

GE

SA

FE

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HA

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RD

..111

1Standard daily equipment

1.1110100.1111

IN11

MIM

Ok

Pencils

Date stamps

Stamp coupon and payment book vith

Deposit slips

teller starry


Seoarate coupon

.

Currency

Obtain hank payment record

Coin

Subtract amount paid t"--om balance

Teller machine

Fntcr new balance and record ter'

Stapler

balance in cmitomer payment

Stapler remover

hook

Tape

Return payment hook to rioRtoritPr

Teller machine tape

Fill out credit slip and receirt form

Adding machine tape

if customer has no navment book

Teller stamp

If rash, enter amount in teller mach-

Withdrawal 41 ips

ine

Payment hook

Place note coupon and cash in proof

Credit slip

rhek

Rank payment record

Proof rack

1.

12E

CIS

LOW

CU

L5E

RR

OR

S

laltermine type of receipt required

Tyne of payment hook

Dnablo ro h11,1nre

Determine how payment is made

(check

Check or

cash

or cash)

/310

1011

111P

1111

1111

1111

1111

111/

flis

VID

IPR

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INIII

IIIIII

IIIIII

IIIIII

M

11 31 TASK STATEMENT)

ISSUE RECEIPT AND POST TRANSACTION

ISM

1IN

em

=O

w n

1 is

ow.

.111

SCIENCE


Malnt,icn capacity to foster cooperation

Maintain: capacity to generate integrity

Maintain capacity to function efficiently when encount-

ering fast changing, multiple, personal or situational

worthies

Exhibit guviities of self-confidence, self-control, self-

reliance, self-respect and adaptability

Attention

Concentration

Mental alertness

Mental clarity

Observation

MA

TH

NU

MB

ER

SY

ST

EM

S

Fundaa.ental Opetatinna (Calculation)

(,:o add and auhtract

in order to determine correct balances)


CO

MM

UN

ICA

TIO

NS

EgR

FO

RM

AN

CE

MO

DE

S

Reedinp

Writing

EXAMPLES

To determine amounts on notes or

payment slips

To record proper data

.111

111

SK IL LS/CONCEPTS

Detail

Penmansnir

Duty C Accepting Deposits Checking and Savings

1 Determine type of deposit2 Verify amount3 Post transaction and issue receipt

.27

Cl

(TA

SK

ST

AT

EM

EN

T)

DETEtWINF., TYPE, OF DEPOSIT

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

HA

ZA

RD


Pencils

Date stamps

Obtain information from customer

Deposit slins

Obtain information from deposit slip


Currency

Coin

Teller machine

Stapler remover

Stapler

Tape

Teller machine tape

Adding machine tape

Teller stamp

Withdrawl slips

Deposit slip

Deposit

DE

CIS

ION

SC

UE

SE

RR

OR

S

Deposit slin

Wronp

tvne of

denosit

Discriminate between checking

account,

Coupon hook

savings account, Christmas account

Customer information

c1 (

TA

SK

ST

AT

EM

EN

T)

DETERMINE TYPE OF DEPOSIT

SC

IEN

CE

:


Maintain capacity ro foster confidentialty

Maintian capacity to foster cooperation


Maintain capacity to function efficiently when errounter-


varibles

Exhibit qualities of self-confidence, self-contr,31, self-


Attention

Concentration

Mental alertness

Mental clarity

Organization

MA

TH

NU

MB

ER

SY

ST

EM

S

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

Readies',

Listening

EX

AM

PLE

S

Readinz tyne of deposit

on leposit slip

nhtainin7 information from

as to tyre of

'Ust

nmer

SK

IMS

/CO

NC

EP

TS

Rerneri-inp rvnp or

C2

(TA

SK

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EN

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VFRTVY AlCINT

TO

OLS

, EQ

UIP

ME

NT

, MA

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RIA

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OB

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TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

HA

ZA

RD


Pencils

Date stamps

Noce amount. on dtnosit

clip

Deposit slips

Count cash

Debit and

credit slips

Proof with deposit ,:lip

-/''

Currency

Tahulate ayty checks

Coin

Proof witvh deposit clip

///

Teller machine

Check endorsement

Stapler

Deduct.

'/'less rash"

Stapler remover

Proof ,ith deposit slip

Tape

Teller machine cape

Adding machine rape

Teller stamp

Withdrawal clips

Deposit

Deposit. slip tow

DECISIONS

CU

ES

ER

RO

RS

Determine if deposit proofs with

Amount of rash

incorrect denecit smount

amount presented

A new unendorsed check

Tnrorrrrt amount of cash returned

Determine if "less cash" is involved

Deoncir clip

to customer

Determine if checks are endorsed

,(T

AS

K S

TA

TE

ME

NT

)VERIFY AMOUNT

SC

IEN

CE



Maintian capacity to generate integrity

Maintain capacitY to function efficiently when encounter-


"aribles.


reliance, sett - respect, and adaptability

Attention

Concentration

Mental alertness

Mental clarity

Organization

MA

TH

NU

MB

ER

SY

ST

EM

S

Positive rationale

Uses of Number! (without calculation)

(to count cash)

Countinp

Coordinate system

Ordering

Indexinp

Codine-riving a codinp evstem, recopni.rino and iden-

tify each unit -involved by assieni,,g nec-

essary symbols, numerical or literal

Ratio

Fundamental Operations (Calrulltion) (to add and subtract

amounts)

Addition - Subtraction alporlthm - multiplication

al7orith - division algorithm - order of orrationc-

us" of parenthepoc

ci,,,lifYine arithmetic exnres

eirns

Property of rnmrarig-sn(tn verify an.intc 1,1H, depceit slin


CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

EX

AM

PLE

SS

KI L

LS

/CO

NC

EP

TS

23

ci(T

AS

K S

TA

TE

ME

NT

)P

oqT1WP.:ACTliri AN1) ISSIT UPCFIPT

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

HA

ZA

RD


pencils

date stamps

deposit

slips

debit and credit slips

rurrenry

coin

tellPr machine

stapler

stapler remover

rape

teller machine ripe

ridding, machine rape

reller cram-

withdrawal sling

Saviry,s boo',

Depocir slip

Comp uter print out sheet

for savinns

account

Verify account with computer print out

Enrpr date and 1,nunr of donnsir in

savings honk

rnrer adjusted hal:Ince in savinns honk

ve-ify adjusted bnInnre in snvin,,s

hook Frith savinRs depnsir slin

Enter amount in teller machine

qrarnn deposit slim and return cramped

portion as rereint

DE

CIS

ION

S

Determine savings account book, comput-

er print out and deposit slip proof

ER

RO

RS

rivinps irrOtni

Donosir slip

Comnurer

pr/Inr

o'r'

C (

TA

SK

ST

AT

EM

EN

T)

POST TRANSACTION AND ISSUE RECETPT

1

SC

IEN

CE


Maintain capacity to foster cooperation


Maintain capacity to function efficiently when

ing fast changing, iaultiple, personal or

varibles

Exhibit qualities of self-confidence, self*con

reliance, self-respect and adaptability

A..antion

Concentration

Mental alertness

Mental clarity

Observation

encounter-

situational

trot, self*

CO

MM

UN

ICA

T

PE

RF

OR

MA

NC

E M

OD

ES

MA

TH

NU

MB

ER

SY

ST

EM

S

Positive rationals

Fundamental Operations (Calculation to add and subtract

amounts)


Basle Arithmetic skills and concepts (to verify amounts

with deposit slips)

Property of comparison

Enualitv/enuivalence

Inequality/greater than/less than

EX

AM

PLE

S

25

NS

SKILLS/CONCEPTS

3

Duty D Cashing Drafts

1 Determine validity of draft

2 Identify bearer

3 Honor draft

'7

Di (

TA

SK

ST

AT

EM

EN

T)

1)1.

ViÌ

.1 D

111

IP

lit \r-

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

N

Standard daily ("1"11r 'nt

pencils

date stamps

dennsit s1 31)S

debit and credit cling

currency

coin

teller machine

stapler

stanlmr remover

tape

teller machine tane

addinp machine tane

teller stamp

withdrawal slips

Draft

Overdraft sheet

1111

1114

INIM

IDIM

ilaim

il~ N

MI1

1.11

.1."

I'LnFORMANCE KNOWLEDUL

Vc ri i

endorsernit

vrocv date

Verlf navee's sienatnve

Verif amount of

draft

Check overdraft sheet

Contact bank on which draft

UCISIONS

Determine if draft is endorsed correct!

Determine if draft is dated correctly

Datermine if draft is signed correctly

Determine if draft amount is indicated

correctly

Determine if sufficient funds are

available

is drawn

CUU

t .1,1 draft er

.ont^,'

0"cr'Irif1 chvoi

D(T

AS

K S

TA

TE

ME

NT

)DETERMINE VALIDITY OF DRAFT

SCIENCE


Maintain capacity to foster confientialty


Maintain capacity to renerate integrity

Exhibit qualities of self-confidence, self control, self-


Attention

Conceutration

Mental alertness

Mental clarity

Organization

MA

TH

NU

MB

ER

SY

ST

EM

S

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

Reidinr

EX

AM

PLE

S

Tn read endorFemPnrs and nPher

informatinn nn drafts

SK

ILLS

/CO

NC

EP

TS

DePpil/inferPnre

29

D2 (TASK

ST

AT

EM

EN

T)

TDFNTIFy IrAnrR

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LSO

BJE

CT

S A

CT

ED

UP

ON

PE

RF

OR

MA

NC

E K

NO

WLE

DG

ES

AF

ET

YHAZARD

,...... Standard daily equipment

Fno,,, the bearer

pencils

date stamps

Request identifiratim,

Comnare names

dernsit slips

Comnare signanros

.


Compare address

cnrrenry

coin

teller machine

stapler

stapler remover

tape

tPtler mahrine tape

adding machine tip,.

teller stamp

withdrawal slips

Compare picrores with hearer

Draft

Identification

driver's license

social security card

hank T.D. cards

credit cards

school 7.n. PECISIONS

CU

ES

ERRORS

TdnntifiCatinn nrn,,4Apri

P,,,,,ar* to non bona-fide bearer

Determine if I.D. matches bearer

(TA

SK

ST

AT

EM

EN

T)

IDENTIFY RFARER

IMM

INN

INIM

INS

1111

1111

1111

0MIO

NO

111

1111

1010

1111

1111

,

SC

IEN

CE ,V

IIMIN

IMMaintain capacity to foster trust




Maintain capacity to cope with conflict behavior

Maintain capacity to funciton efficiently when encountering

fast changing, multiple, personal or situational

varihles



Attention

Concentration

Mental alertness

Mental clarity

MA

TH

NU

MB

ER

SY

ST

EM

S

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

Speaking

Reading

EXAMPLES

To request information from bearer

cf the draft

To verify information on identi-

ration documents presented by

the bearer

SK

ILLS

/CO

NC

EP

TS

Ter

min

nlw

,v/e

Pne

rml v

nelh

Wiry

Derail/inference

31

.14

D(T

AS

K S

TA

TE

ME

NT

)HONOR DRAFT

TOOLS, EQUIPMENT, MATERIALS,

OBJECT:, ACTED UPON

Standard

daily equipment

pencils

date stamps

deposit sling;


currency

coin

teller machine

stapler

stapler remover

tape

teller machine tape

adding machine tape

teller stamp

withdrawal slips

Draft

Cash

DECISIONS

Determine if cash is correct amount

PERFORMANCE KNOWLEDGE

Fnter transaction in teller machine

Count mat cash at least twice

}lice draft in proof rack

Count cash *o hearer

SA

FE

TY

HA

ZP

RD

CU

ES

rnlyntinp rash

ER110E15

1T(Niir41.

of r.1,11 omr

D(T

AS

K S

TA

TE

ME

NT

)HONOR DRAFT

SC

IEN

CE

Maintain capacity

Maintain capacity

Maintain capacity

Maintain capacity

Exhibit qualities

reliance, sel

Attention

Concentration

Mental alertness

Mental clarity

Organization

to foster trust

to foster confidentialty

to generate integrity

to cope with conflic behavior

of self-confidence, self-control, self-

f-respect, and adaptability

MA

TH

NU

MB

ER

SY

ST

EM

S

Reduction of fractions (to count out cash)

Property of comparison (to determine if cash and amount of

check are the same)


inequality/greater than/less than

.11=

11.

COMMUNICATIONS

PE

RF

OR

MA

NC

E M

OD

ES

Speaking

EX

AM

PLE

S

To verhailv court cash hick to

customer

MIN

I111

111M

W

SK

ILLS

/CO

NC

EP

TS

Enunciation

33

Duty E Issuing Drafts

1 Issue money order

2 Issue cashier's check

3 Issue certified check

4 Issue traveler's check

V/

35

r1.2

El

(TA

SK

ST

AT

EM

EN

T)

ISSUE MONEY ORDER

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

HA

ZA

RD


Obtain money order

pencils

Imprint amount of money order with

date stamps

checkwriter

deposit slips

Separate hank's copy of money order


Obtain c.ish and fee for rherk

currency

Rinp rash in on teller machine

coin

Giver customer money order

teller machine

Place hank's copy of money order in

stapler

stapler remover

tape

teller machine tape

adding, machine tape

teller stamp

withdrawal slips

proof rack

Money order

DE

CIS

ION

SC

UE

SE

RR

OR

SDetermine amount of

money order

Vrrhal reqoect for nm,unr

T,nrnpp, ,,,n,.- imr,rinroci

Determine amount of fee

flinl,'c grilP for for

Tmnrnnor F00 ,1171r1,,i

El(T

AS

K S

TA

TE

ME

NT

)Hein' 104FY ORDFR

SC

IEN

CE

Mai

ntai

n ca

paci

ty to

fost

er tr

ust

Maintain rnpar4tY ro fogrer confidentialty

Maintain capacity to venerate integrity


reliance, self-respert, and adaptability

Attention

Concentration

dental nlertopss

Mental clarity

Orpani-ation

MA

TH

NU

MB

ER

SY

ST

EM

S

Positive rarinnalc

Property of romparison(ro mount rash

and %writ', that the

amount- of rash is pnunl ro amount of none,' order

nod

fees)

enualirvierpliyalpnre

inequality/ere:it-0r than/less than

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

5ppr

ilei ns,,

Writinp

EX

AM

PLE

S

To plipsrinn ri,sromer 1,:

ro ,,,,,,Inr

of mrne- order

To fill

in nrnner 1,-ounrs on the

money order and related forms

and to usp rorrerr nonmanshin

SK

ILLS

/CO

NC

EP

TS

General vocabulary

Memo format

Penmanship

GI.:

1

37

F.2

(T

AS

K S

TA

TE

ME

NT

)TSSIJF CASHT1711": CHFCK

z14

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

N

AmmmEmmommimmp

PE

RF

OR

MA

NC

E K

NO

WLE

DG

ES

AF

ET

YH

AZ

AR

D

Pencils

netermine amount of cashier's check

Date stamps

Obrnin cashier's check

Deposit slips

Tmprint Amount rearrested on check


Type of check: remitter

payee; dare;

Currency

amount

Coin

Teller machine

cign cashier's cherl,

Obtain cash and fees

Stapler

Separate bank's con,' of check and PiVP

Stapler remover

check to

Tape

Rinr rash into teller machine

Teller machine tape

Place hank's copy of check in proof

Adding machine tape

rank

Teller stamp

Withdrawal slips

Cashier's check

Typewriter

Checkwriter -,achine

DE

CIS

ION

SC

UE

SE

RR

OR

S

Determine amount of check

Verblp request for amount

Tmproner amemir imnrinted


Bank's scale for fee

Tmprono- -,,,,nonor of fee chnre,od

F,(1 ASK: STATEMENT)

ISSUE CASHTER'S CHECK

SCIENCE


Maintain capacity to foster ronfidentialty

Maintain rapacity to generate integrity


rellance,self -respect, and adaptability

Attention

Concentration

Mental alertness

Mental clarity

Organization

MA

TH

NU

MB

ER

SY

ST

EM

S

PoQirive rational.:

Property of romnarison (to count cash and ro verify rhar

the amount of rash is eoual to the amount of the

cashiers check and fees)


inequality/preater than /loss rhan

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

Speaking

Writing

EX

AM

PLE

S

To question customer as to amount

of cashier'.. check

To fill in wooer amounts on tho

cashier's check and related

forms and to use correctly

SK

ILLS

/CO

NC

EP

TS

nenern1

Mr.

Mn

format

Penmanship

39

GLG

F3

(TA

SK

ST

AT

EM

EN

T)

ISSUE CERTIFIED C.IIECK

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OIB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

HA

ZA

RD

Pencils

Receive completed check

Date stamps

Verify amount In checkinP. Account on

Deposit slips

print out sheet


Currency

Stamp check as certified-fill in

amount and initial notation

.

Coin

Place certified label on check

Teller machine

Complete certified check form

Stapler

Punch holes in account number on rhec

Stapler remover

Give customer oripinal form ard check

Tape

Fill out credit- memo

Teller machine tape

Adiing machine tape

Teller stamp

Place hank's cony of certified check

form and credit memo in proof

rack

Withdrawal slips

Hole puncher

Certified check stamp

Certified check label

Request For certified check form

Computer print out sheet frr rherkine

accounts

DE

CIS

ION

SC

UE

SE

RR

OR

S

Determine amount in checking account

Amount repiestod

Insuffirinnt

funds for

cortifiratinn

Comnuter print out

F.3 (TASK STATEMENT)

ISSUE CERTIFIED CHECK

SCIENCE

1110

0Maintain capacity to foster trust

Maintain capacity to foster confidentialtv

Maintain capacity to 'enerate Integrity



Attention

Concentration

Mental alertness

Mental clarity

\\ Organization

MATH

NUMBER SYSTEMS

Positive rationale

Property of comparison(determininc that the lincuint of

money in the curtomer arcenints at least equal to the

Amount of the certifiarl rherk)

equality/equialenee

inequalitrirreater than/ler- than

COMMUNICATIONS

NPER

EO

RM

AN

CEMODES

'\Pak

inr

Writinr

EXAMPLES

Fxplainine to the. rnqtomer thr.

of

nnrt4F4n(i

Tn fill in nrnner hlon)- on tl-o

rherl,

SKILLS/CONCEPTS

r%,1

Pnh

rn-le

chir

41

zui

E4

(TA

SK

ST

AT

EM

EN

T)

TSSOr TRAVELER'S rprcl:

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

HA

ZA

RD

Pencils

Date stamps

Obtain checks in denominations

requested

Deposit slips


Custoner sicms rhoeks in prosenre of

tellrr

Currency

Coin

Prepare inventory list of rhPrkn 14:,i

rligtry{111r

Siors

Teller machine

Compute fees for travel chpck co,.

Stapler

P'n" And Illmik nn ev.edir slip

Stapler remover

Collect menev for cheeks plus all fee

Tape

Ci%.,e cheeks to ructomp.-

Teller machine tare

Adding machine tape

Teller stamp

Forward money collected lers hank's

fee to travel checIr enmpany with

inventory of cheeks issued

Withdrawal slips

Pin^ total cash collected in teller

Traveler's cheeks and invontorr

shoot

-narhinn

Plaf'e rrr,ii! slip in r,reof rack

Mice hank's check 'TIN,nntnry 4n pro-

designated area

DE

CIS

ION

SC

UE

Sfr

ig O

RS

Determine amount of checks and

Ve -hil rovneS

7,...r.nrror.

1-ol,nt a^r4 drorm4oatienc

denominations

n..0.- :emir

Tylrorr,,,'t

fr'^',

Determine fees charged

E4

(TA

SK

ST

AT

EM

EN

T)

ISSUE TRAVELER'S CHECK

SCIENCE


Maintain capacity to foster confidentlalty

Mai

ntai

ncapacity to generate integrity



Attention

Concentration

Mental alertness

dental clarity

Organization

MATH

NUMBER SYSTEMS

Positive rationals

Property of comparison (determining that the amount of

money paid by the customer is equal rn the amount of

traveleA checks and fees)

equality /equivalence

ineounlitv/preater than/less than

COMMUNICATIONS

PE

RF

OR

MA

NC

E M

OD

ES

Speaking

Writing

EX

AM

PLE

S

netermining the areltmt of traveler'

checks required by the cusrnme

To fill in proper forms for issu-

ance of checks

43

SK

ILLS

/CO

NC

EP

TS

Anllv,ine verbal romrPnirAtinn

Permmnchin

119

Doty P Processing Safety Deposit Box Transactions

1 Determine customer needs and prepare rental contract2 Collect rental fees and issue receipt3 Admit customer to safety deposit box

SU

45

Fl (

TA

SK

ST

AT

EM

EN

T)

DETERMINE CUSTOMER "WEDS tom PREPARE RENTAL CONTRACT

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

r'ET

YH

AZ

AR

D,,

--...

.-..

Pencils

Determine size needed by questionioe

Date stamps

Determine identity of customer

Deposit slips

Obtain two keys to box


Compls'te rental contract /signature

Currency

rard

Coin

Present keys and direct customer to

Teller machine

box

Stapler

Describe hank procedure for obtainino

Stapler remover

Access to be

Tape

File rental contract /signature card

Teller machine tape

Adding machine tape

Teller stamp

Withdrawal slips

Safety deposit box rental records

Safety deposit box and keys

Safety der,nzit hoz rental rontrart

DE

CIS

ION

SC

UE

SgR

RQ

R$

Determine size of safety deposit box

Verbal nnentionina

Tnrrrn,t ci7r bar

Determine identity of customer

Proner identifiratlon

rie.tieir.ic yvv, n, ,,,11 rnntrzet

p (T

AS

K S

TA

TE

ME

NT

)11

1111

111M

.111

11

DETrRMINE cusTomER mums AND PREPARE RENTAL rOWTRACT

mo.

m.0

0111

.011

1m.

SC

IEN

CE

Maintian capacity

Maintain capacity

Maintain capacity

Maintain capacity

Maintain capacity

ixhibit qualities

reliance, eel

Attention

Concentration

Mental alertness

Mental clarity

Organization

to foster trust

to foster confidentialty

to foster cooperation

to generate integrity

to cope with conflict behavior

of self - confidence, self- control, self-

f-respect, and adaptability

MA

TH

NU

MB

ER

SY

ST

EM

S

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

Speaking

Listening

Writing

EXAMPLES

Questioning customer as to size of

box desired

Explaining procedures for use of

safety deposit box

Determining customer needs and uses

for the safety deposit bn

Filling out rental contracts and

forms

1111

SK

ILLS

/CO

NC

EP

TS

Terminolony

Terminoloov/r,eneral yoribulary

Penmanship

Memo format

47

(TA

SK

ST

AT

EM

EN

T)

COLLECT RENTAL. FEES AND P;SITE RECEIPT

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

N

Pencils

Date stamps

Deposit slips


Currency

Coin

Teller machine stapler

Stapler remover

Tape

Teller machine tape

Adding machine tape

Teller stamp

Withdrawal slips

Rental receipt

1:1

PE

RF

OR

MA

NC

E K

NO

WLE

DG

ES

AF

ET

YH

AZ

AR

D

Indicate fee required per bcx size

Complete receipt form (three nart)

Obtain payment of fee

Tf riqh, rin^ in teller machine and

place hank copy of rental rerein

in proof rack

If check, place check and honk cow o

rental receipt in proof rack

cuctomer orleinal of 1 mart

rental receint

DECISIONS


Determine use of teller machine

CU

ES

Slyr of 1,nv

elql, or check

tRR

OR

STnrorrnrt

rh1,-,,n

Tnr

nrrn

rtr,110, "rhin, -1Nor1e1mn

(TA

SK

ST

AT

EM

EN

T)

enure/ RENTAL. FEES AND TSSUr RrCETPT

SCIENCE

IIMIII

IBIIM

IMM

OIM

IIIR

MIII

IM11

1111

1=11

111


Maintain capacity to foster cooneration

Maintain capacity to generate it7tmgrity

Maintain capacity to functon ef!iciently when encounter-

ing fast changing, .multiple, personal or situational

varibles

bibibit qualities of self - confidence, self-control, self-


Attention

Concentration

Mental alertness

Mental clarity

Organization

MATH

NU

MB

ER

SY

ST

EM

:

Positive rationals

Property of comparison (to insure that amount of money paid

is equal to amount required)



CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

Speaking

EX

AM

PLE

SS

KIL

LS/C

ON

CE

PT

S

Explaining to customer the amount

General vocabulary

due for rental of the safety

deposit box 49

F3

(TA

SK

ST

AT

EM

EN

T)

ADMIT CUSTOMER TO SAFETY DEPOSIT BOX

lt--

,1.-

-)

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

HA

ZA

RD

Pencils

Complete admittance S)in (customer)

Date stamps

Compere with signature card

Deposit slips

Record date and time on signature card

Debit_ and credit slips

Currency

Coin

Obtain vault key and hank key to ho,,

Use hank key and customer key to ob-

taro box

Teller machine

Direct customer to private area

Stapler

Stapler remover

Hpon completion of use, return hox And

lock in vault

Tape

Teller machine tape

Adding machine tape

Teller stamp

Withdrawal slips

Lock box keys

Admittance slip

Signature card file

DE

CIS

ION

SC

UE

SE

RR

OR

S

Determine correct signature

5ienature card

Determine possession of key

MIN/sit-Al possesion of key

Dnauthori7ed

hox

nernn ',-Iini*,c,

access to

(TA

SK

ST

AT

EM

EN

T)

ADMIT CUSTOMER TO SAFETY DEPOSIT BOX

SCIENCE






reliance, self-:-espect, and adaptability

Mental alertness

Mental clarity

MA

TH

NU

MB

ER

SY

ST

EM

S

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

Speaking

Reading

EXAMPLES

Greeting customer and obtaining his/

her key to the safety deposit box

Comparing signatures with signature

card

SK

ILLS

/CO

NC

EP

TS

General vocabulary

Detail/irferenê

51

54;

Duty G Operating Teller Machine

1 Close and open teller machine2 Operate teller athina

53

c. (

TA

SK

ST

AT

EM

EN

T)

CLOSE AND OPEN TET,LER MACIIINF

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

HA

ZA

RD

Pencils

Date stamps

Deposit slips

Debi t and credit slips

Currency

Coin

Teller machine

Stapler

Stapler remover

Tape

Teller machine tape

Adding machine tape

Teller stamp

Withdrawal slips

Count cash

Enter in machine

Subtotal

Total "read" key

Proof teller machine tape

Clear machine cal

lkeys

Change date

Change transaction number

Remove tape and attach to teller card

Prepare new teller card

Submit

1ised teller card with teller

tape, and Proof rack transactiong.

to proof operator

DE

CIS

ION

SC

UE

SE

RR

OR

S

Inrorrert tranaart4nn

Determine teller tape proof

Read tape

c (T

AS

K S

TA

TE

ME

NT

)CLOSE AND OPEN TELLER MACHINE

SC

IEN

CE

Attention

Concentration

Mental alertness

Mental clarity

Organization

MA

TH

NU

MB

ER

SY

ST

EM

S

Positive rationals (operation teller machine)

..01

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

Viewing

Writing

Reading

EX

AM

PLE

S

Observing to insure proper opera-

tion of the teller machine

Fitlinr out teller card

Reading teller tape

SK

ILLS

/CO

NC

EP

TS

Visual analysis

Penmanship

Memo format

Detail/inference

i44

55

C-)

(TA

SK

ST

AT

EM

EN

T)

°PE

R]:

TELLER

HA

nivi

r

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,,

OB

JEC

TS

AC

TE

D U

PO

N

Pencils

Date stamns

Deposit sl inq

Debit and credit -lins

Currency

Coin

Teller machine

Stanler

Stapler remover

Tape

Teller machine tape

Addim, machine tine

Teller stamp

Pithrawal

DECISIONS

Determine type of transaction

----

---P

ER

FO

RM

AN

CE

KIV

OI /

ED

Roc

,-)r

(14.

-rh

rerelved

RPenrd w,nnq't,

Rprord

ah

out

s.j1

/.1.1

)I

lj

CUES

SA

FE

TY

:1A

ZR

D

1111

1111

14.1

IMIN

WR

sm

ilica

dmita

iiim

NN

IIMIN

NO

Nsi

oves

sol*

WA

AL

.V

A'U

PS

='A

,11

h41

'71110,r

>M

L9ia

..mar

inw

r

;(T

AS

K S

TA

TE

ME

NT

)OPERATE TELLER MACHINE

SC

IEN

CE

Attention

Concentration

Mental alertness

Mental clarity

Organization

MA

TH

- N

UM

BE

R S

YS

TE

MS

Positive rationale

Property of comparison (for counting of cash averi

fication that amount of cash equals amount\of deposlt)



CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

Writing

EX

AM

PLE

S

Filling out cash received, deposits

received and cash paid out

SK

ILLS

/CO

NC

EP

TS

Penmanship

General vocatmlary

Memo format

57

Duty H Processing Government Bond Transactions

1 Issue a U.S. government savings bond

2 Cash U.S. government savings bond

01-

59

II

1(T

AS

K S

TA

TE

ME

NT

)T

ssur

.A U.S. GIWITTIT-IT

11,j,C; POND

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

HA

ZA

RD

Pencils

Determine denominatiens and ouantitv

Date stamps

ree,wqted

Deposit slips

Complete F -bond ferr


Inclndn:

title of individual; social

Currency

security number, re- s=aner er

Coin

henefici 'rY,indicate if bond is

Toiler machine

a gift, if hand J.-

to

hemailed

Stapler

or pi eked - "p

Stapler remover

Total amount of r,rh ,-equirel

Tape

Rinn, rash in teller machine

Teller machine tape

Tcs.'n receint to c-tamer

Adding, machine tape

Complete cre4it mem', an4 Tare 4n

Teller stamp

nroof rack

Withdrawal slips

Government bond

F-bend form

DE

CIr

ION

SC

UE

SE

RR

OR

S

Determine number (f bonds and denomi-

Verhal requect

T.1,0,-..,,.

bor,; ,4,,,,,,-,r,.4,,-

nations reouirri

Vfl,-1,11 nPotiorir-

7,,nr, ,.t

r.bpr;

f-..-

...,

i..4-

nr-.

,,ti,,

,Determine information on F.-bond form

(TA

SK

ST

AT

EM

EN

T)

TS

E A U.S. covrRNmEnT SAVINcS novo

otal

agee

eeen

aleI

SCIENCE





rellanre, self-respect, and adaptahilit,,

Attention

Concentration

Mental alertness

Mental clarity

Organization

MA

TH

NU

MB

ER

SY

ST

EM

S

Positive ratinnals

Property of eomrarison (to verify cash or parent with

amount of funds ne-ess,ry to purchase hnnA)

enualitv/equivalence

inequality/ere:Ire,- thin/less than

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

Speaking

Listening

Writing

EXAMPLES

Greeting and questioning, customer

as to denomination and quantity

of hands desired - questioning

customer for information on

T:-bond form

Determining customer needs as to

type of hands and inform -lion

for F-bond

form

Complete information on C-hond form

SK

ILLS

/CO

NC

EP

TS

Ceneral vonshillar

Analysis

Penmanship

Memo format

61

H2

(TA

SK

ST

AT

EM

EN

T)

Ir. S

'iTtO

TN

I:q R

iIn

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

- H

AZ

AR

D

Pencils

Date stamps

Deposit slips

Debit and

credit slips

Currency

Coin

Teller machine

Stapler

Stapler remover

Tape

Teller machine tape

Addinr machine tape

Teller stamn

Withdrawn) ,41ips

Government bond

Determine denominatinn of bond

IleterrIT-e Issue date

Determine amennt redeemable by find-

ine issue A',Itf.(IP "bond

interest earned shee"

TdentifY hearer Pr hnnel

Verifv endlre-,ent

Pav rash

Rererd transaction in teller marhine

Place bond in nroof rant(

DE

CIS

ION

SC

UE

S

Bond inforPatitin ,beet

Bearor' ianntiriration

Observation

ti-,

-,-0,?r

,

ERROIlf,

i"nt t

Determine amount to pay bearer

Determine identity of bearer

Determine proper endorsement

(TASK STATEMENT)

CASH U.S. GOVERNMFNT SAVINGS BONDS

SCIENCE




Maintain eanacity to cone with conflict behavior

Exhibit qualities of self-confidence, self-control, eelf-

relinnce, self-respect, and adaptability

Attention

Concentration

Mental alertness

Mental clarity

Organization

MATH

NUMBER SYSTEMS

Positive rational.;

Property of comnarison (to count hack Proper amount of ras

to customer to equal redeemable value of bonds)


Inequaliev/ereater thAnilens than

COMMUNICATIONS

PERFORMANCE MODES

Speaking

Listening

writing

EXAMPLES

ouestionincr customer aA to the

number of bonds he/she vents

to cash and the procedures

involved

Obtaining information to enter o;.,

reverse of Ebond to cash it

Filling in information on the

reverse of E-bony! form

SKILLS/CONCEPTS

General vocahelary

Penmnship

Memo format

63

Duty I Opening New Accounts

1 Determine type of account required2 Prepare application form and issue savings passbook or checkbook

65

(TA

SK

ST

AT

EM

EN

T)

DETERMINE TYPE Ov Arcotram synmpEn

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NPERFORMANCE KNOWLEDGE

SAFETY - HAZARD

Pencils

interview customer to determine which

Date stamps

type of account reluired

Deposit slips

Savinf!s explain alternatives


Checkineexnliin alternatives

Currency

Coin

Teller machine

Stapler

Stapler remover

Tape

Teller machine tape

Addinl machine tape

Teller btamp

Withdrawal slips PECISiON

GU

MS

ER

RO

RS

Determine need for savings account or

e-ycking account

Verb,-,1 reqpnnco

Ilrfs-er,,^

t-nr, of

-....."-n,I.1,-

Det .wine type of savings or Checking

account

-At

(TA

SK

CT

AT

LIV

.I 7:

;' "

ÌC

JJt

ort1

/.'IT

111

SC

IEN

CE

BE

ST C

OPY

AV

AIL

AB

LE

Ilaj:i

tI.

(-

(1.;t

orrl

r'I

lintC

y1)

1C i

11

fnster confiderrinlIv

mn

int i

j,p

ru-

fI

101-

1 -t

or c

or+

nr'rA

tinn

?:lin

t-11

') (I

" in

nrn

"0,

riti

1ffl

i^ c

vw,c

ily r

n re

,ro

%,1

t1.1

conf

lir."

-E

xhib

it qu

aliti

es o

f sel

f-co

nfid

ence

, sel

f-co

ntro

l, se

lf-re

I i 'o

rer"

1f -

ran

d A

dapt

-111

i 1ir

y

Atrentinn

Conr:ontration

*lentil ilertne,q

iSonral -laril

Orani7ation

MA

1HN

UM

BE

R S

YS

TE

MS

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E (

..11)

DE

S

'`..)

1.-1

1-1

I"'

Lisleniur

1!ri

tin'

EX

AM

PLE

S

Gro

ntio

and

qui

cr'im

ip ,1

1,,In

mpr

ac to

Cho

ryp

e of

prr

oor

arrnmilq desire-1;

rhp various

of p

rrn,

inr,

:an

dt I

rnl r

Dntorminiwt customnr's noon

as te

rvpe of acrounrc n'ednd

Conoleting necessar forms for the

rvpns of accounts required

SK

ILLS

/CO

NC

EP

TS

f r""

11, r

31

r.11

),11

To

rr,i

n1 n

ev

11-1

11,,s

is

Penmanshin

118

1(T

AS

K S

TA

TE

ME

NT

)PRrPARF APPIP:ATIM !WM A':) 1CCIP: SAVT'Irg PASSBOOK OP ilifTvriong

2

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

HA

ZA

RD

Pencils

Complete anplicarion form (both check

Date stamps

ing and savings)

Deposit slips

Complete signature card


Comnlere deposit slip

Currency

process deposit

Coin

Tf checking account, select checkbook

Teller machine

srvle and suhmir order

Stapler

Give customer nassbook or new check-

tapler relover

ing account kir with new hilanre

Tape

posted

Teller machine rape

Place hank con,/ of denosit in proof

Adding machine tape

rich

Teller stamp

Withdrawal slips

Application form (data form)

Savings passhooF

;ienattice card

New checking account kir

Checking, account sample kit

AMMENERMEW

DE

CIS

ION

SC

UE

SE

RR

OR

S

Customer renuesr

TrIt.n,y-prt Annr,cir

Determine type of checkbook

Deposit slin

Determine

amount of deposit

(TA

SK

ST

AT

EM

EN

T)

PREPAR!: APPLICATION FORM Arn TSSUF SAMCS PARSROOK OR CHFCKBOnw

SCIENCE


Maintain capacity to foster confidenrialty





Attention

Concentration

Mental alertness

Mental clarity

Organization

MATH

NUMBER SYSTEMS

COMMUNICATIONS

PERFORMANCE MODES

Speaking

Listenine

Writing

EXAMPLES

Ouestioning customer for informa-

tion to be included on appli-

cation form, helping customer

select rheckhook style, err.

Hearing correct customer responses

for information on application

form

Placing information in application

form

SKILLS/CONCEPTS

General vocalvilary

Penmanship

Memo format

413

Duty J Processing Savings Time Certificates

1 Determine customer needs2 :repare and issue certificate3 Cash certificates

12.

J1

(TA

SK

ST

AT

EM

EN

T)

DETERMINE CUSTOMER NEEDS

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

HA

ZA

RD

Pencils

Tntervic!w customer to determine which

Date stamps

type of account required

Deposit slips

Explain alternative certificate'


necificallv; nenalty clause; in-

Currency

terest rate; maturity date

Coin

Ask customer to indicate which cer-

Teller machine

tificate desired

Stapler

Stapler remover

Tape

Teller machine tape

Adding machine tape

Teller stamp

Withdrawal slips

Rules and regulations

DE

CIS

ION

SC

UE

SE

RR

OR

S

Determine type of certificate

Customer request

"Incorrect certificate

(TA

SK

ST

AT

EM

EN

T)

11QT011F12

DS

SCIENCE

Maintain canacity to foster tryst




Maintain rapacity to cope with conflict behaviors


ing fast changirw, multiple, personal or situational

varibles

Exhibit qualities of self-confidence, self-control, self -

reliance, self- respect, and adaptahi liry

Attention

Concentration

Mental alertness

Mental clarity

Organization

MA

TH

NU

MB

ER

SY

SI E

MS

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

Speakinp

Listening

EX

AM

PLE

S

rxaminine types of accounts avail-

able, asking customer to ex-

plain which type of certificate

dPsiredrustortrr noed' as to thn

type of account

SK

IL L

S/C

ON

CE

P1S

Genera/

.12

(TA

SK

ST

AT

EM

EN

T)

PG'PARE, A'ID TSSIT, CFRTTFTCATF

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

HA

ZA

RD

Pencils

Complete Airnature 7ard

Date stamps

Complete savings rert4ficate

Deposit slips


Process deposit

isque rertifir-,te to customer

Currency

Coin

Teller machine

Stapler

Stapler remover

Complete qita sheet from information

on sienature cprd

place rank's rnpv 2f certificate,

data sheet, and signature card

in proof rack

Tape

Teller machine tape

Adding machine tape

Teller stamp

Withdrawal slips

Bank data form

Signature card

Certificate

DE

CIS

ION

SC

UE

SE

RR

OR

$

Determine amount of certificate

Customer request

Determine amount of interest and

Clicrome- reouest and bank policv

maturity date

.

Tncorrect

.m-ilit, interest,

-rtu-itv dateare

3

2(T

AS

KY

AS

K S

TA

TE

ME

NT

)PRIPARF

ID TSSUF

UCPTFICATP

SCIENCE

Maintain

Maintain

Maintain

Maintain

capacity to

capacity to

capacity to

capacity to

foster trust

foster confidentialty

foster cooperation

generate integrity

Exnibit qualities of self - confidence, self-control, self-


Attention

Mental alertness

Mental clarity

Orgarization

Concentration

MATH

NUMBER SYSTEMS

Positive rationale


equality/evivalence

inenuality/ereater than/less than

PE

RF

OR

MA

NC

E M

OD

ES

Wri tine

Listening

CO

MM

UN

ICA

TIO

NS

EX

AM

PLE

S

Completing siflnature card end other

forms to issue ,-nrtificate

Obtaining information from customer

to place on certificite

SK

ILLS

/CO

NC

EP

TS

Prnminqhin

MP M0 fornit

lei

J3

(TA

SK

ST

AT

EM

EN

T)

CASH CERTIFICATES

TO

OLS

, EQ

UIP

ME

NT

, MA

TE

RIA

LS,

OB

JEC

TS

AC

TE

D U

PO

NP

ER

FO

RM

AN

CE

KN

OW

LED

GE

SA

FE

TY

HA

ZA

RD

Pencils

Verify maturity date

Date stamps

Verify endorsement

Deposit slips

Check against signature card


Pull hank copy of certificate

Currency

Pay customer face value of car-

Coin

tificate or reissue

new cer-

Teller machine

tificate

Stapler

Indicate on copies of certicirate

Stapler remover

and on signat

hether cash

Tape

was paid oi

.-

certificate

Teller machine tape

Issued

Adding machine tape

Route certificate to pre-desirnated

Teller stamp

teller

Withdrawal slips

Certificate

Signature card

Bank's copy of certificate

DE

CIS

ION

SC

UE

SF

RF

)R$

Determine if certificate is redeemable

Data on certificate

Certificate mar net

t,P valid

Determine if beater is qualified

Compare endorsement to signature card

endorser

Improper endorsement

(TA

SK

ST

AT

EM

EN

T)

CASH

CE

RT

IFIC

AT

ES

SC

IEN

CE

Maintain capacity to forte, trust



Maintain capacity to cope with conflict behavior



Attention

Concentration

Mental alertness

Mental clarity

Organization

MA

TH

NU

MB

ER

SY

ST

EM

S

Positive rationals


enuality/equivalenre

Tnequality/greater than/less thar

CO

MM

UN

ICA

TIO

NS

PE

RF

OR

MA

NC

E M

OD

ES

EX

AM

PLE

SS

KIL

LS /C

ON

CE

PT

S

117