Bank Teller Training

Program Length: 24 Hours.
Program Delivery method: Online
Course Price: CND 800

The objective of our program

North American College of Information Technology can prepare you to work for a financial institution in today’s banking world. TRC Interactive’s award-winning teller training, TellerSolutionOnline®, is multimedia rich with audio, video, graphics, animation, and text. This online training is very interactive, kept current with banking regulations, and prepares you to meet the needs of financial institution customers. Participants of this program will get prepared  for an immediate part-time or full-time positions in banks, credit companies, private and public insurance establishments, investment firms and other financial institutions.

Career Opportunities

Successful participants of this certificate program will find opportunities to work as Bank Clerk, Credit Clerk, Claims Clerk, Dividend Calculation Clerk, Insurance Clerk, Loan Clerk, Mortgage Clerk, accounts receivable and Customer Relations Officer.

Topics covered in this program include:

  • Introduction to Banking Industry
  • Purpose of Banks
  • How they serve the community
  • Key roles/responsibilities of the Branch team
  • Tellers and Customer Services
  • Primary ways to establish excellent customer service
  • Common types of transactions (deposits, withdrawals, transfers)
  • Credits & Debits
  • Balancing transactions
  • Nine parts of a cheque
  • Utility bills
  • Cash and Custody
  • Items other than cash
  • Cash holding limits
  • Major responsibilities
  • Foreign Exchange/Funds Transferred
  • Buy/Sell (USD, Sterling, other currencies)
  • Rates/Settling
  • Drafts & Money orders
  • Handling Cash and Balancing
  • Counting notes/coins
  • Cash Transactions
  • Principles of balancing
  • Frauds/Deception/Money Laundering
  • Types of fraudulent activity
  • How to recognize and prevent
  • Teller’s responsibilities in such cases
  • Errors and Corrections
  • Preventing errors
  • Locating errors
  • Temporary holds/stop payments
  • Regulations
  • Product Information
  • Customer Protection
  • Criminal Activities
  • Security
  • schemes aimed at financial institutions
  • schemes aimed at customers
  • Robbery
  • Techniques of robbers

Admission Requirements

  • Ontario Secondary School Diploma or equivalent with basic knowledge of customer relations management software and good communication skills.

For Enrolment:

Please call us at +1 416-960-6024 or write us to [email protected] Our business hours are 9 am to 5 pm (EST) Monday to Friday and 10 am to 4 pm (EST) Saturday

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