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CBX8020

Course
CBX8020
Course Title
Bank Teller Essentials

Description

Position yourself for a career in the financial services industry with this entry-level banking course. You will learn the basics of the bank teller profession and acquire the skills and positive attitude that make today's tellers successful.

Objectives

After completing this course, participants will be able to:

  • Perform the basic Bank Teller functions
  • Perform daily transaction procedures
  • Present the features and benefits of basic banking products
  • Demonstrate quality customer service
  • Comply with banking regulations that affect the teller
  • Demonstrate appropriate reactions to security-related issues
  • Communicate clearly and effectively
  • Complete resume and demonstrate prefrerred interviewing techniques

Content

1. Today's Teller

  • Role of the Teller
  • Handling Checks
  • Processing Transactions
  • Cash Handling and Balancing
  • Bank Services
  • Bank Security
  • Customer Service

2. Business Etiquette

  • Introduction
  • Professional Behavior
  • Day to Day Etiquette

3. Revitalizing Customer Service

  • Introduction
  • Professional Behavior
  • Day to Day Etiquette

4. Regulatory Compliance

  • Privacy and Security
  • Deposit
  • Equal Treatment

5. Dealing Effectively With Co-Workers

  • Introduction
  • Social Behavioral Styles
  • Basic Guidelines for Interaction
  • Difficult Co-Workers
  • Conclusion

6. Ethical Issues for Bankers

  • Introduction
  • Agenda
  • Ethical Benefits
  • Ethics Elements
  • Conduct Codes
  • Three Step Approach
  • Seven Universal Principals

7. Introduction to Relationship Selling

  • Introduction
  • Relationship Selling Process
  • Plan for Success
  • Relax to Open
  • Evaluate Identify Needs
  • Present Solutions to Match Needs
  • Sell Against the Competition

8. Effective Referrals

  • Introductions
  • Agenda
  • Effective Referral Model
  • Respond to Customer Clues
  • Benefits of Bank Products
  • Skill Practice

9. Banking Today

  • Introduction
  • Financial Services Marketplace
  • Bank Customers
  • Bank Products and Services
  • Financial Analysis and Performance Measures
  • Bank Organization
  • Banking Regulations

 

Prerequisites

None

Method of Instruction

  • Lecture

Evaluation

  • Program Pre-Test - Post-Test and Individual Module Tests