Supervisor Expectations

 

Branch Cash Orders (Vault Buys/Sells via Chase)

• Catalyst Coin & Currency Operating Rules and User Guide

• Chase Deposit Prep Guide

• Chase Order Claim Form

• Chase Suspect Notes Order Claim Form

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Cash Counts

• ATM Audit Form

• Teller Drawer Audit Sheet

• Vault Audit Form

 

Checklists

• ​Employee Separation Checklist
  (Microsoft Teams > Supervisors > General > Files > Employee Separation Checklists)

• Internal Employee Promotion Checklist

• New Hire OnBoarding Checklist
  (Microsoft Teams > Supervisors > General > Files > Employee OnBoarding Checklists)

• Equipment Assignment Spreadsheet Instructions

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​Forms

• Corrective Action Form

  • Corrective Action Example​

• Employee Performance Evaluation

  • Performance Evaluation Example​

• Employee Status Change Form

• Employment Application

• Get To Know Me Questionnaire

• Performance Development Plan (30, 60, 90 day evaluation/promotion/transfer)

• Performance Improvement Plan

• Training Recap Form

 

Interviews

• Pre-Screen Questions

• Interview Questions

• Supervisor Interview Questions

• Reference Questions

• Interview Do's and Dont's

• Interviews - what to look for

 

Letters

• Abusive Member Letter

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