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Teller Basics

Overview

This course will discuss the importance of appearance in the professional setting, for both men and women. The course will also outline the necessity of professionalism for tellers, including the importance of cultivating characteristics such as loyalty and respect, with additional points upon socialization. Upon successful completion of this course, the learner will have a solid understanding of the following:

  • The importance of confidentiality.
  • The organizational skills designed to improve productivity and encourage good habits in the workplace.
  • The proper procedures for handling numbers.

Contents

T1. How to Look Professional: This topic will discuss the importance of appearance in the professional setting, and will outline guidelines for both men and women.

T2. Professional Behavior: This topic will explain the necessity of professionalism for tellers, including the importance of cultivating characteristics such as loyalty and respect with additional points upon socialization.

T3. Handling Confidential Information: This topic will discuss the importance of confidentiality in conjunction with specific points concerning the security of customer and co-worker information.

T4. Efficient Work Habits: This topic will introduce the learner to organizational skills designed to improve productivity and encourage good habits in the workplace.

T5. Cross-Selling: This topic will define cross-selling and discuss the benefits to the customer and the financial institution, as well as the process of identifying customer needs and making the sale.

T6. Working with Numbers: This topic will outline proper procedures for handling numbers, including understanding rates, percentages, and interest.

T7. Bookkeeping Basics: This topic will compare debit to credit and delineate different examples for each as well as tips for bookkeeping and balancing.

Please note that any legal and compliance references in this course will pertain to US legislation.