Teller Specialist Certificate

The online Teller Specialist Certificate Program equips today’s bank teller with the knowledge and tools needed to meet the demanding requirements of the frontline banking environment. This online certificate program consists of four critical learning areas, each designed to maximize the learner’s ability to perform the teller function. The course also includes a final comprehensive exam. 

Course Outline

Area 1: Teller 101

•          Teller Basics
•          Handling Money
•          Deposits 101
•          Currency 101
•          Balancing 101

 Area 2: All About Checks

•          Checks 101
•          Understanding Endorsements
•          Check Processing

 Area 3: Customer Service

•          Telephone Basics
•          Sales is Just Great Service
•          Product Knowledge and Cross-Selling

 Area 4: Compliance for Tellers

•          Compliance for Tellers
•          Red Flags Overview
•          BSA for Frontline Staff
•          Elder Financial Abuse

 Area 5: Final Exam

•         Teller Specialist Comprehensive Exam