Bank Teller Fundamentals

This course provides the fundamental entry-level knowledge to work as a teller and teaches the basics of being an accurate and high-performing teller in a bank or credit union.

Date: July 14 - Aug 20, 2014
Days: Mondays & Wednesday
Time: 6:00 pm - 9:00 pm
Location: San Jacinto College South

Learning Objectives:

After completing this course, participants will be able to understand:

  • Define the role of a teller
  • Identify common documents handled by the teller
  • Review how to balance your cash drawer
  • Know what to do if your accounts are over or short
  • Determine factors to be considered in making transaction decisions
  • Define the types of endorsements for checking cashing
  • Know the importance of following bank policy and procedures
  • Identify when to refer check-cashing situations for supervisory approval
  • Arrange and count currency using a prescribed method of counting
  • Know how to strap currency and roll coins in the proper amounts
  • Explain how to provide consistent quality customer service
  • Identify the elements of good customer relations and quality service
  • Define banking terms as it pertains to bank tellers
  • Determine if all documents are filled out correctly and completely
  • Explain the steps in the balancing process

Who Should Attend:  Designed to prepare an individual to launch a career as a teller at a bank or credit union.

Topics Covered

  • The Role of The Teller
  • Handling Checks
  • Processing Transactions
  • Cash Handling
  • Cash Balancing
  • Bank Services
  • Bank Security
  • Providing Quality Customer Service

Prerequisites:  None

Hours: 36 hours classroom

Cost:  $350.00

This course provides the fundamental entry-level knowledge to work as a teller and teaches the basics of being an accurate and high-performing teller in a bank or credit union.

Printable Course Flyer

More Information contact: David Lewis

281-542-2061 or David.Lewis@sjcd.edu