Foundations in Banking Certificate Bundle
This certificate program is designed to prepare those aspiring for a successful career in a financial institution with in-demand skills. The courses within this bundle cover a wide range of topics, including expectations for new frontline employees, handling cash and checks, handling security situations, professionalism, customer service, and promoting products and services. Exhibits allow participants to examine real-life scenarios of potential fraud, and more!
The material covered is beneficial to potential employees as well as those new to the financial industry. It is a direct path to a career in banking and the foundation to build toward the Certified Modern Banking Representative.
This self-paced bundle takes an average of seven hours to complete.
Frontline Fundamentals (Complete this requirement by transferring approved in-house teller training at no charge from your organization using this form)
Using an in-house or Teller Basics Suite to complete the Frontline Fundamentals requirement? Remaining courses can be purchased separately.
Upon completion of this certificate, participants will be able to:
Understand the basics of the banking industry
Identify critical role and responsibilities required for a financial institution front-line employee.
Effectively manage a cash drawer while performing daily transactions.
Identify and meet the needs of customers, including appropriate opportunities to offer new products and/or services.
Maintain personal and professional safety.
Demonstrate appropriate reactions to security-related issues.
Demonstrate appropriate professionalism image and communication.
Understand the importance of customer service and how to deliver excellent customer experiences.
Solve problems in a timely and effective manner
Learn to engage customers in meaningful conversations to uncover hidden needs
The course will be delivered in a self-paced format. This will provide participants with the opportunity to learn at their own pace and review the course materials as needed.
Participants will be assessed on their knowledge and skills through a combination of quizzes.
The Foundations in Banking Certificate is a valuable course for any frontline employee who wants to improve their skills and knowledge. The course will help participants to become more effective in their roles and provide better customer service.
There are no prerequisites for this course.