Online Training

Teller Specialist Certificate - Bank-Wide

Online Certificates

The NEW 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.  Upon successful completion of all four learning areas and a final exam, the learner is awarded a certificate.Continuing education credits are not required for an online certificate program.

Purchasing an institution or bank-wide subscription to the Teller Specialist Certificate Program allows the bank to enroll as many employees as needed. Access is given for 365 days from the date of purchase. The bank will be sent an invoice prior to expiration for the option to renew for another year.  

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

This certificate program may also be purchased on an individual level.

Area 1: Teller 101 

  • Teller Basics
  • Deposits 101
  • Currency 101
  • Handling Money
  • Balancing 101

Area 2: All About Checks 

  • Checks 101
  • Understanding Endorsements
  • Check Cashing

Area 3: Customer Service 

  • 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
  • Product Knowledge & Cross-selling 

Area 4: Compliance for Tellers 

  • Introduction to Compliance for Tellers
  • Red Flags Identity Theft Prevention Programs
  • Bank Secrecy Act - Frontline & Deposit 
  • Elder Financial Abuse
  • Robbery Response Techniques for All Personnel

Area 5: Comprehensive Final Exam

21 courses/10 CPE credits

ICBA Members:$449
Non-Members: $899
Annual renewal for ICBA Member: $249