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.
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EXPECTATIONS FOR STUDENTS (ESs)
Upon completion of this course, students will be able to:
- 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.