Education & Meetings [ABA eLearning Courses] - NYBA


ABA eLearning: Teller Training Essentials

Teller Training Essentials is designed to significantly reduce new hire teller training time and costs while improving knowledge and retention. The course is available on the ABA eLearning platform. Log in via the link above.

Through a series of 13 self-paced online modules in approximately 8 hours total training time, tellers will learn the fundamentals and be ready to work the line with a more experienced teller. This training package can significantly accelerate the process of preparing your new tellers to begin serving customers. It is most effective when used in the first month on the job.

Price: $150 NYBA members; $200 non-members. Discounts are available when registering 10 or more tellers.

For further information, please contact Elisa R. Legg at 212-297-1679 or elegg@nyba.com.

Teller Training Essentials

Teller Training Essentials includes:

Reduces training time
Reduces annual training cost
Is updated frequently to reflect changes in the financial world and new training techniques
Is highly interactive, learner-paced, and measures progress and includes positive feedback and remedial reinforcements
Is easy to integrate into your existing new hire program
Ensures consistency in training throughout your branches

Content designed for proper reading and comprehension levels for adult learners
Progress checks to see how much is done and how much left to complete
Self-check quizzes and application exercises within each module
End of module tests to measure knowledge and ability to apply concepts


Module	Learning Objectives
All About Checks	Determine if a document presented to you is legal and if it is completely and properly filled out Identify regular features of a check that are not legally required as well as certain unique features found on some checks Recognize special types of checks and how they are generally used Explain the basic steps in processing a check
All About Deposits	Identify the deposit slips required for various types of accounts Determine if a deposit slip is filled out correctly and completely Recognize "Exact Amount" and "Change Back" deposits
Balancing	Explain the steps in the balancing process Determine if your drawer is balanced or not Know what to do if you are over or short
Check Cashing Process	Factors to be considered in making decisions to cash Types of endorsements for check cashing The importance of knowing and following bank policy and procedures When to refer check-cashing situations for supervisory approval
Counting Money	Arrange and count currency using a prescribed method of counting Strap currency and roll coins in the proper amounts Set up cash drawers
Currency and Coins	Correctly identify features of genuine currency Detect features of counterfeit currency Explain the requirements for obtaining full value of mutilated currency
Endorsements	Define the most common types of check endorsements used by individuals and businesses Identify the types of endorsements acceptable and not acceptable for check cashing and check deposit purposes Recognize several other types of endorsements and those that require supervisory approval for check cashing Correctly handle several problems with endorsements
Fraud	Identify fraudulent and counterfeit checks Avoid losses from common check and cash related schemes directed at financial institutions and their customers
Importance of Identification	Understand how identification procedures protect you and the bank Explain acceptable forms of identification for check-cashing purposes Recognize unacceptable forms of identification Describe situations in which two forms of identification are required
Payment Processing	Identify which consumer loan products feature fixed payments and which involve variable payments Recognize regular loan payment situations, when partial or additional payments are acceptable, and when late payments are required Offer alternative payment options, such as ATM, automatic deductions and online banking
Robbery	Describe the importance of practicing certain skills needed to help prevent a robbery Act appropriately during a robbery if you are the victim List the procedures to be followed after a robbery
Savings Withdrawals	Identify requirements for properly completing a savings withdrawal Describe precautions to be taken when processing a savings withdrawal
Your Role as a Teller	Explain how to provide consistent quality customer service Define the role of a Teller Identify the elements of good customer relations and quality service

Questions: Call Elisa R. Legg at (212) 297-1679 or e-mail elegg@nyba.com.

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