Achieving Teller Excellence

Tellers are one of the most important strings in the day to day operations of any Bank's retail branch. To customers, they are the Bank, to the Bank, they re...

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By: Elearninga-z        Course Category: FINANCIAL SERVICES

About This Course

  Published 2016/05/21     English

Tellers are one of the most important strings in the day to day operations of any Bank's retail branch. To customers, they are the Bank, to the Bank, they represent an important service channel for meeting customers’ needs. Without excellence on the teller line, no branch can maximise its true financial potential.

 


This e-learning course is designed to enable Bank Tellers acquire extraordinary skills to become confident and ready to carry out their daily duties in a professional manner. They will learn the best ways to effectively handle transactions in real-time using the right tools with speed and accuracy.

 

At the end of this course, delegates will be able to:

  • Make precise entries and maintain accurate cash records.
  • Skilfully address customer requests and project a professional image.
  • Efficiently use the available teller tools to increase speed and eliminate error.
  • Speedily and accurately process over the counter cash and cheque transactions.

Gain full understanding of the possible risk implications as regards the Teller function.

 


Module 1The Teller as a Practice

  • The Teller as a Professional.
  • Achieving Mastery of the Teller Tools.

 

Module 2Handling Cash Transactions

  • The Do’s and Don’ts of Cash Withdrawals and Deposits.
  • Identification and Documentation (Identifying counterfeit notes, keeping accurate record).
  • Balancing/Reconciliation (Till account management, balancing and dealing with shortages and overages)

 

Module 3Handling Cheques

  • What is a Cheque?
  • Parties to a Cheque.
  • Types and Features of a Cheque.

Processing a Cheque.

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