<= span style=3D'font-size:18.0pt;font-family:Arial'>Southeast Regional Center for Finan= cial Training, Inc. &n= bsp;

AIB Teller Training Essentials

Teller Training Essentials is designed to significantly reduce new hire t= eller training time and costs while improving knowledge and retention.

Through a series of 13 self-paced onli= ne 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 proces= s of preparing your new tellers to begin serving customers. It is most effective when used in the first month on the job.

Delive= ry Options

Self-Paced Online&nb= sp;

Audien= ce

New Tellers

Teller Training Essentials:

·           &nb= sp;            =             &nb= sp;            =             &nb= sp;            =        Reduces training time by nearly 50%

·           &nb= sp;            =             &nb= sp;            =             &nb= sp;            =        Reduces the annual training cost by 20% to= 60%

·           &nb= sp;            =             &nb= sp;            =             &nb= sp;            =        Is updated frequently to reflect changes in the financial world and new training techniques

·           &nb= sp;            =             &nb= sp;            =             &nb= sp;            =        Is highly interactive, learner-paced, and measures progress and includes positive feedback and remedial reinforceme= nts

·           &nb= sp;            =             &nb= sp;            =             &nb= sp;            =        Is easy to integrate into your existing new hire program

·           &nb= sp;            =             &nb= sp;            =             &nb= sp;            =        Ensures consistency in training throughout your branches.

Course Includes:

Content designed for proper reading and comprehension levels for adult learner

Progress checks to see how much is done/= how much to go

Self-check quizzes and application exerc= ises within each module

End of module tests to determine for kno= wledge and ability to apply concept.

Learni= ng Objectives

=

Module

Objectives

All About Check= s

Determine if a document presented to you= is legal, and if it is completely and properly filled out

Identify regular features of a check tha= t are not legally required, as well as certain unique features found on so= me checks

Recognize special types of checks and ho= w they are generally used

Explain the basic steps in processing a = check.

All About Depos= its

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 proce= ss

Determine if your drawer is balanced or = not

Know what to do if you are over or short= .

Check Cashing P= rocess

Factors to be considered in making decis= ions to cash

Types of endorsements for check cashing =

The importance of knowing and following = bank policy and procedures

When to refer check-cashing situations f= or supervisory approval.

Counting Money<= /span>

Arrange and count currency using a presc= ribed method of counting

Strap currency and roll coins in the pro= per amounts

Set up cash drawers.

Currency and Co= ins

Correctly identify features of genuine currency

Detect features of counterfeit currency =

Explain the requirements for obtaining f= ull value of mutilated currency.

Endorsements

Define the most common types of check endorsements used by individuals and businesses

Identify the types of endorsements accep= table and not acceptable for check cashing and check deposit purposes <= /li>
Recognize several other types of endorse= ments and those that require supervisory approval for check cashing

Correctly handle several problems with endorsements.

Fraud

Identify fraudulent and counterfeit chec= ks

Avoid losses from common check and cash related schemes directed at financial institutions and their custome= rs.

Importance of Identification

Understand how identification procedures protect you and the bank

Explain acceptable forms of identificati= on for check-cashing purposes

Recognize unacceptable forms of identifi= cation

Describe situations in which two forms of identification are required.

Payment Process= ing

Identify which consumer loan products fe= ature fixed payments and which involve variable payments

Recognize regular loan payment situation= s, 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<= /b>

Describe the importance of practicing ce= rtain skills needed to help prevent a robbery

Act appropriately during a robbery if yo= u are the victim

List the procedures to be followed after= a robbery.

Savings Withdra= wals

Identify requirements for properly compl= eting 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.

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834.

Module	Objectives
All About Check= s	Determine if a document presented to you= is legal, and if it is completely and properly filled out Identify regular features of a check tha= t are not legally required, as well as certain unique features found on so= me checks Recognize special types of checks and ho= w they are generally used Explain the basic steps in processing a = check.
All About Depos= its	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 proce= ss Determine if your drawer is balanced or = not Know what to do if you are over or short= .
Check Cashing P= rocess	Factors to be considered in making decis= ions to cash Types of endorsements for check cashing = The importance of knowing and following = bank policy and procedures When to refer check-cashing situations f= or supervisory approval.
Counting Money<= /span>	Arrange and count currency using a presc= ribed method of counting Strap currency and roll coins in the pro= per amounts Set up cash drawers.
Currency and Co= ins	Correctly identify features of genuine currency Detect features of counterfeit currency = Explain the requirements for obtaining f= ull value of mutilated currency.
Endorsements	Define the most common types of check endorsements used by individuals and businesses Identify the types of endorsements accep= table and not acceptable for check cashing and check deposit purposes <= /li> Recognize several other types of endorse= ments and those that require supervisory approval for check cashing Correctly handle several problems with endorsements.
Fraud	Identify fraudulent and counterfeit chec= ks Avoid losses from common check and cash related schemes directed at financial institutions and their custome= rs.
Importance of Identification	Understand how identification procedures protect you and the bank Explain acceptable forms of identificati= on for check-cashing purposes Recognize unacceptable forms of identifi= cation Describe situations in which two forms of identification are required.
Payment Process= ing	Identify which consumer loan products fe= ature fixed payments and which involve variable payments Recognize regular loan payment situation= s, 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<= /b>	Describe the importance of practicing ce= rtain skills needed to help prevent a robbery Act appropriately during a robbery if yo= u are the victim List the procedures to be followed after= a robbery.
Savings Withdra= wals	Identify requirements for properly compl= eting 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.