ICBA - Education - ICBA Teller Specialist Certificate Program

ICBA Teller Specialist Certificate Program

The ICBA Teller Specialist Certificate Program equips today’s bank teller with the knowledge and tools needed to meet the demanding requirements of the frontline banking environment. This certificate program consists of four critical learning areas, each designed to maximize the learner’s ability to perform the teller function. Each area includes a comprehensive exam. Upon successful completion of all four learning areas, the learner is awarded a certificate.

Introduction to the Program: This short module provides the learner with an overview of the certificate program.

Area 1: Teller 101 CPE Credits
  • Teller Basics
  • Handling Money
  • Deposits 101
  • Currency 101
  • Balancing 101
Area 2: Customer Service CPE Credits
  • Telephone Basics
  • Expanding Customer Service
  • We Have What They Need
  • A Minute Can Matter
  • Focus on Customer Needs
  • Meeting Customer Needs with Teamwork
  • Exceeding Customer Expectations
Area 3: All About Checks CPE Credits
  • Checks 101
  • Understanding Endorsements
  • Check Processing
Area 4: Compliance for Tellers CPE Credits
  • Compliance for Tellers
  • Red Flags Overview
  • BSA for Frontline Staff
  • Elder Financial Abuse

Total Courses: 19
Total CPE: 17

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