Your manager says, “Let’s schedule your one-on-one to review last month’s results.” Suddenly, you’re replaying every balancing issue and wondering whether you made enough referrals.

Take a breath. The invitation alone doesn’t tell you how the conversation will go. You can prepare by knowing your numbers, bringing examples, and deciding where you need help.

1. Ask what you’ll be reviewing

Before the meeting, ask which results your manager plans to discuss and where you can find them. Try:

“I’d like to come prepared for our one-on-one. Which reports or goals should I review, and are the month’s results final?”

If you don’t have access, ask your manager to share your scorecard or review it with you. You don’t need to guess.

2. Gather your results

Use your bank’s approved systems and reports. Depending on your role, check:

• Your scorecard or performance dashboard: monthly goals and recorded results.
• Balancing records: differences, corrections, and any patterns you need to address.
• The referral tracker: referrals submitted, credited, and still pending.
• Service feedback and coaching notes: customer compliments, concerns, and commitments from your last meeting.
• Training records: completed courses and skills you’re still practicing.

Confirm the reporting dates and ask how each measure is counted. If something looks wrong, flag the specific item for review. Keep customer details in approved bank systems; your preparation notes don’t need names or account numbers.

3. Put the month on one page

For each goal, write down the target, your result, what affected it, and your next step. Then add two wins and one area where you need support.

Example: “My referral goal was 12, and 9 were credited. I’d like to confirm the status of two pending referrals. Next month, I want to practice asking follow-up questions when customers mention a need.”

Include work that may not appear on the scorecard: helping a customer resolve a problem, supporting a teammate, or improving your accuracy. Bring a specific example for each.

4. Be direct about a missed goal

You can acknowledge a shortfall without talking yourself down. Explain what happened, what you changed, and what help would make a difference.

“I finished below the goal. I struggled to connect customer needs with the right referral. Could we practice a few examples and check my progress halfway through the month?”

If an error occurred, be ready to explain how you reported it and which procedure you’re following to prevent a repeat. Keep accuracy and customer needs central to any improvement plan.

5. Leave with clear next steps

Bring these questions:

• What should I keep doing?
• Which one or two areas should I focus on first?
• What does meeting expectations look like next month?
• What coaching or training is available?
• When will we check progress?

Before you leave, repeat back the plan: “My priorities are X and Y. I’ll take these steps, and we’ll check in on this date. Is that right?”

Record the agreed goals, support, and check-in date in your bank’s approved tool.

Your Teller Tuesday reminder: You don’t have to walk in with a perfect month. Walk in knowing what happened, ready to ask questions, and prepared to take the next step.