Teller Specialist Certificate - Bank-Wide

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 (16 total courses). Each course includes an exam. This program takes approximately 9 hours to complete. Upon successful completion of all four learning areas, the learner is awarded a certificate of completion.

This Certificate Program is an online, self-paced program which provides a certificate of completion and does not require continuing education. It is not the same as ICBA’s certification programs, which are instructor led and require continuing education in order to maintain the specific designation.

The Teller Specialist Certificate Program is available for bank-wide use (unlimited number of learners) and on an individual basis.

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
• Sales is Just Great Service
• Product Knowledge & Cross-selling

Area 4: Compliance for Tellers 

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

16 courses/10 CPE credits