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Teller Basics
Individual Licence (EUR 60)
€60.00
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Teller Basics
€60.00
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Flexible returns
Buying for a team?
Choose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.
Develop practical knowledge and confidence in Teller Basics.
This course will discuss the importance of appearance in the professional setting, for both men and women. The course will also outline the necessity of professionalism for tellers, including the importance of cultivating characteristics such as loyalty and respect, with additional points upon socialization. Upon successful completion of this course, the learner will have a solid understanding of the following:
Why this course matters
This course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.
What you will gain
- Build a practical understanding of the key concepts covered in Teller Basics.
- Recognise where the topic applies in real workplace or business situations.
- Apply the methods and good-practice approaches covered in the course with greater confidence.
Who is this course for?
This course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.
Course at a glance
- Study time: approximately 2 hours.
- Format: self-paced online learning.
- Professional development: CPD course.
Course Description
Seat Time: 1.75hrs - Desc:
This course will discuss the importance of appearance in the professional setting, for both men and women. The course will also outline the necessity of professionalism for tellers, including the importance of cultivating characteristics such as loyalty and respect, with additional points upon socialization. Upon successful completion of this course, the learner will have a solid understanding of the following:
- The importance of confidentiality.
- The organizational skills designed to improve productivity and encourage good habits in the workplace.
- The proper procedures for handling numbers.
Course Topics
T1. How to Look Professional: This topic will discuss the importance of appearance in the professional setting, and will outline guidelines for both men and women.
T2. Professional Behavior: This topic will explain the necessity of professionalism for tellers, including the importance of cultivating characteristics such as loyalty and respect with additional points upon socialization.
T3. Handling Confidential Information: This topic will discuss the importance of confidentiality in conjunction with specific points concerning the security of customer and co-worker information.
T4. Efficient Work Habits: This topic will introduce the learner to organizational skills designed to improve productivity and encourage good habits in the workplace.
T5. Cross-Selling: This topic will define "cross-selling" and discuss the benefits to the customer and the financial institution, as well as the process of identifying customer needs and making the sale.
T6. Working with Numbers: This topic will outline proper procedures for handling numbers, including understanding rates, percentages, and interest.
T7. Bookkeeping Basics: This topic will compare debit to credit and delineate different examples for each as well as tips for bookkeeping and balancing.
Continue your learning
Part of this learning pathway: Banking & Finance
Learners also take: Basics of Financial Accounting | Basics Of Financial Accounting II | Basics of Financial Planning
Course pathway: eBSI Banking Academy > Banking & Finance > Teller Basics
Explore more Banking & Finance training or return to the eBSI Banking Academy.