Bank Teller and Customer Service Certification
Course Content
Tutor Topics
-
Assignments
-
Course Outline
-
1. Introduction to Banking System
-
Topic 1.1: Introduction to Banks
-
Topic 1.2: The Canadian Banking System
-
Topic 1.3: Credit Unions And Caisses Populaires
-
2. Canadian Retail Banking Products and Services
-
Topic 2.1: Chequing Account
-
Topic 2.2: Saving Account
-
Topic 2.3: Chequing vs Saving Account
-
Topic 2.4: Debit Card
-
Topic 2.5: Credit Card
-
Topic 2.6: Debit Card vs Credit Card
-
Topic 2.7: Cheques
-
Topic 2.8: Mortgage
-
Topic 2.9: Line of Credit / Loans
-
Topic 2.10: Investment Products
-
Topic 2.11: Over the Counter Banking Services
-
Topic 2.12: Internet and Phone Banking Services
-
3. Process of Retail Banking Operations
-
4. Bank Teller / CSR Role
-
4.1: Teller Basics
-
4.1.1: Introducing Canadian & Foreign Currency
-
4.1.2: Cash Handling Essentials
-
4.1.3: Cash Checking & Endorsement
-
4.2: Cash Handling Process
-
4.2.1: Cash Deposit
-
4.2.2: Cash Withdrawal
-
4.2.3: Balancing and Day Closing
-
4.2.4: Audit
-
4.3: Managing non-cash banking instruments & Services
-
4.3.1: Managing Cards, Cheques & Draft
-
4.3.2: Managing Fund Transfer
-
4.3.3: Handling Utility Services
-
4.4: Security, Safety & Compliance
-
4.4.1: Theft & Robbery Prevention & Response Techniques
-
4.4.2: Red flags for Frauds & Money Laundering
-
4.4.3: Essential Compliance for Teller
-
4.5: Code of Ethics for Bank Teller
-
5. Sales & Customer Service Skills for Bank Teller
-
5.1: Verbal Communication
-
5.2: Telephone Etiquettes (Email, Meeting, Formal & Informal Communication etc.)
-
5.3: Identifying customer needs
-
5.4: Customer’s Problem-Solving Skills
-
5.5: Basics Selling Principles
-
5.6: Upselling and Value Selling
-
5.7: Handling Meeting with Customers
-
6. Interpersonal behavior for Bank Teller
-
6.1: Workplace Etiquette
-
6.2: Task Orientation and Time Management
-
6.3: Conflict Resolution
-
6.4: Leadership
-
7. Career Progression in Banking Industry
-
7.1: Career Progression Paths
-
7.2: Requirement for progression (including licensing)
-
8. Job Preparation
-
8.1: Job Searching Strategy
-
8.2: Networking & Information Interview Techniques
-
8.3: Resume & Cover Letter preparing
-
8.4: Preparing for Job Interview
-
8.5: Creating Portfolio
Student Ratings & Reviews
No Review Yet