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Teller Basics

This module will provide bank tellers with the information they need to effectively serve bank customers. You will learn about professionalism, transaction processing, security and protecting against scams.
SKU: P2339EN
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Banking is a people-oriented service industry. As in other service industries, customers expect quick, efficient, courteous service. However, in banking, expectations are heightened. Customers need to know their transactions are being processed by professionals who care about them and their money.

 

This module will provide bank tellers with the information they need to effectively serve bank customers. You will learn about professionalism, transaction processing, security and protecting against scams.       

This course includes an examination.

 

Learning Objectives:

  • Identify how your presentation, efficiency, confidence and knowledge impact a customer's banking experience
  • Identify what is expected of bank tellers when it comes to processing transactions
  • Discuss security issues relevant to bank tellers

Course Outline:

  • Professionalism

o   Customer care

o   Presentation

o   Efficiency

o   Confidence

o   Knowledge

  • Transactions

o   Deposits

o   Withdrawals

  • Security

o   Securing your work station

o   Robbery preparedness

o   Suspicious Activity Reports (SARs)

  • Frauds and Scams

o   Changing large bills

o   Deposit ticket scams

Duration:

0.83 hours

Features:

Audio, hybrid

Module(s):

14361EN

 

Products specifications
Course Language English
Length Range 30 Minutes or Less
Length (Hours) 0.42
Course Features Audio
Course Features Mobile
Module Number(s) 14361EN
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