Course Description and Audience:
After successfully completing this Teller Operations training course, you will be able to: describe the expectations of your role as a teller; respond effectively to difficult customer situations; understand the cross-selling opportunities provided by daily transactions; distinguish between genuine and counterfeit currency; avoid balancing errors; conduct proper procedures during a robbery, fire or other emergency; explain the Currency Transaction Report; describe endorsement types and their individual features; and utilize negotiability and security measures to prevent check fraud.
Topics include:
- The Teller’s Role
- Customer Service
- Financial Products and Services
- Checks
- Endorsements
- Account Ownership
- Coins and Paper Currency
- Balancing Daily Transactions
- Emergency Situations
Diplomas and Certificates Applicable to the Teller Operations course:
- Professional Teller Certificate
- Universal Banker Certificate
- Universal Banker Diploma
- Introduction to Sales and Service Certificate
- Sales and Service Management Diploma
eBook access included in tuition
Related Topics
Instructor
Marta Carey
Marta started her banking career in 1990 as a teller and worked her way up to Employment Officer, in charge of bank-wide training and hiring. In 1994 Marta began volunteering for her local Center for... read more.