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Banking & Financial Services Internship

COURSE DESCRIPTION

Focus on developing exemplary customer service skills while learning to handle cash, sell bank services, and be a bank teller. Learn to open new accounts, checking and savings plans, and take applications for loans and credit cards. Internships are provided in commercial banks, credit unions, and thrift institutions.

COURSE TOPICS

  • Orientation and evaluation
  • Introduction to financial institutions
  • Office and clerical skills
  • Basic sales strategies
  • Customer/member relations
  • Loss prevention
  • Specific responsibilities and skills
  • Additional financial services
  • Employment literacy
  • Personal skills related to employment
  • Interpersonal skills and group dynamics
  • Thinking and problem solving skills
  • Communication skills
 

EXPECTATIONS FOR STUDENTS (ESs)

Upon completion of this course, students will be able to:

Technical Skills

  • Demonstrate awareness of industry standards; practice health and safety procedures.
  • Compare and contrast commercial banks, credit unions, and savings and loans; demonstrate an understanding of the Federal Reserve System and basic aspects of the real estate industry.
  • Assist customers while performing entry-level skills as a teller, customer service representative, safe deposit attendant, and new accounts representative, and by using various technologies.
  • Exhibit knowledge of products and services, including mutual funds and stocks.
  • Demonstrate knowledge of branch opening and closing procedures, scams, robbery, fraud, and identification.
  • Deliver online services using a computer and industry-related software; perform calculations using 10-key machines; demonstrate automated teller machine procedures.
  • Perform accounting procedures; count and balance currency.

 Personal and Professional Skills

  • Communicate effectively with fellow employees and customer/members, including those with disabilities.
  • Use proper telephone etiquette; answer questions; assist to resolve customer complaints.
  • Build and maintain customer/member relations; practice confidentiality.
  • Listen attentively, follow directions, and relay verbal and written directions to others.

 Career Planning Skills

  • Research career opportunities and educational opportunities in the industry; establish career goals.
  • Research employment opportunities, prepare a resume, and prepare for an interview.