Teller and Universal Banker Education Tracks
Getting started on a Diploma or Certificate is as easy as registering for your first course. There are no registration fees or application fees and CFT tuition is oftentimes employer paid (please confirm your company’s tuition policy with your manager or supervisor). We suggest beginning your studies with the Principles of Banking course, but you can take the required courses in any order.
PROFESSIONAL TELLER CERTIFICATE
Upon successful completion of the following CFT courses (or a course equivalent), students will further their teller education and gain a general knowledge of financial services for a successful Teller career.
Required Courses:
- Principles of Banking
- Business Math
- Customer Service Excellence OR Customer Service Innovation
- Teller Operations
- Marketing
- Selling Fundamentals OR Sales Excellence
- Business Communication
- Deposit Accounts and Services
- Bank Secrecy Act (minimum 1/4 credit)
UNIVERSAL BANKER CERTIFICATE
Upon successful completion of the following CFT courses (or a course equivalent), students will further their banker education and gain a general knowledge of financial services for a successful Universal Banker career.
Required Courses:
- Principles of Banking
- Human Relations
- Selling Fundamentals
- Business Math
- Business Communication
- Customer Service Excellence
- Bank Secrecy Act (minimum 1/4 credit)
- Deposit Accounts and Services
- Teller Operations
UNIVERSAL BANKER DIPLOMA
Upon successful completion of the following CFT courses (or a course equivalent), students will further their banker education and gain an in-depth knowledge of financial services for a successful Universal Banker career.
Required Courses:
- Principles of Banking
- Human Relations
- Selling Fundamentals
- Business Math
- Business Communication
- Customer Service Excellence
- Bank Secrecy Act (minimum 1/4 credit)
- Deposit Accounts and Services
- Teller Operations
- Consumer Lending
- Residential Mortgage Lending
- Sales Excellence
- Business Ethics
- Customer Service Innovation
- Marketing
- Motivating Your Staff (min 1/4/ credit) OR How to Coach
- Managing Change
- Stress Management
Diploma Requirements and Eligibility:
- All required and elective courses must be completed with a passing grade (D or better) and the student’s overall grade point average (GPA) must be 2.00 or higher.
- All courses must carry a minimum of 2.00 credits unless otherwise noted in the specific diploma and certificate requirements.
- You can transfer up to half of the course credits needed for each diploma or certificate from a college, university, or other educational organization. CFT will also consider awarding credit for other training programs (including internal training) on a case-by-case basis.
- You can complete the requirements of your diploma and certificate at a pace that suits your schedule and the courses can be completed in any order you choose.
- In order to keep pace with the ever-changing financial services landscape, it is necessary for CFT to revise the course requirements of certain diplomas and certificates from time to time. However, once you have begun the process of completing the requirements for a specific CFT diploma or certificate, you can continue to do so right through to completion, under the requirement guidelines you started with.