Online Teller eLearning - Training Resources
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From 123-CBT Computer Based Training
Master Budgets
Will you be able to expand? Will you be able to afford that new piece of equipment? What kind of profit can be expected if you do? To answer these questions about your business will not require a fortune teller. It will require the creation of a master budget. No matter the size of your company, if you are to succeed and continue to grow, you must carefully plan for your company's future. Master
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Master Budgets
Professional Selling Over the Phone Closing a Sale

...it Union, to try and resolve her objections to purchasing teller workstations from Icon. In previous conversations, Lori has been impressed with Icon's product but has been hesitant to commit to the sale since FCU's Board of Directors is resistant to upgrading FCU's current computer system. It is your responsibility to do everything you can to work with Lori to create a solution that resolves
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From Serebra Learning Corporation
Master Budgets
... questions about your business will not require a fortune teller. It will require the creation of a master budget. No matter the size of your company, if you are to succeed and continue to grow, you must carefully plan for your company's future. Master budgets can be used to predict the future success of your company and serve as a overall plan to indicate in which direction your company should
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The Professional Teller: Understanding Banking Basics


The Professional Teller: Understanding Banking Basics gives the student an overview of the banking industry, the various departments in most banks, and the various services tellers perform. Additionally, the program covers the Federal Reserve System and the Federal Deposit Insurance Corporation, their roles in the banking industry, and their influence in everyday banking activities.
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The Professional Teller: Providing Customer Service


...Teller: Providing Customer Service offers the student an overview of the customer service process and how it affects relationships with customers. The program also covers how to understand the needs of angry customers, as well as how to serve them using a process designed specifically for serving angry customers. In addition, the program instructs the student how to use verbal and nonverbal
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The Professional Teller: Working with Money


The Professional Teller: Working with Money offers the student an overview of the various features of money, the different forms of currency, and how money is packaged. The program also covers how to handle money by using the processes for paying and receiving cash. In addition, the program instructs the student how to organize and secure a drawer, as well as how to distinguish between real and
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The Professional Teller: Identifying Negotiable Instruments


...Teller: Identifying Negotiable Instruments gives the student an understanding of the various types of negotiable instruments, how to recognize negotiable instruments, and the six items that every negotiable instrument must have. The student will also learn how to apply this knowledge when cashing and depositing negotiable instruments, such as checks, for customers. Additionally, the student
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The Professional Teller: Handling Customer Accounts


...Teller: Handling Customer Accounts the student will learn how to recognize the different types of account ownership, how account ownership can be reassigned, and who must sign for any transactions on any given account. The student will also learn how to differentiate between checking and savings accounts, the four types of deposits you will receive, and the steps you should take when receiving
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The Professional Teller: Balancing Your Transactions


...Teller: Balancing Your Transactions, you will learn how debits and credits are used, what qualifies as a debit or credit item, and the debit-credit principle. You will also learn how to use cash-in and -out checks, how to apply the balancing equation, and some common errors tellers make that cause balancing errors. Additionally, you will learn how to find these errors, three techniques to avoid
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The Professional Teller: Following Security Procedures


...Teller: Following Security Procedures offers the student an overview of internal and external security measure that banks take, what procedures the student should follow to ensure bank security, and what actions the student should take in response to angry or violent customers and/or suspicious activity. The program also covers the common types of crimes committed against banks, including
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The Professional Teller: Observing Government Regulations


...Teller: Observing Government Regulations offers the student an overview of the Expedited Funds Availability Act, or Regulation CC, and how it applies to daily situations. The program also covers funds availability schedules used by financial institutions and what circumstances allow the delaying of availability of funds. In addition, the program teaches the student about the Community
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The Professional Teller: A Day in the Life of a Teller


...Teller: A Day in the Life of a Teller reinforces in the student the skills and knowledge developed and learned in the previous programs of the series. The student will learn the customer service process and how to deal with an angry customer. The student will also learn the check cashing process, how to recognize the various types of endorsements, what represents an acceptable form of
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Regulatory Compliance Series - Electronic Fund Transfer Act (Reg E)
Because so many systems within bank operations are digital the exposure that banks face under Regulation E which implements the Electronic Fund Transfer Act (EFTA) is greater than ever. The EFTA prohibits the abuse of new technologies so widely used in banking today. The EFTA establishes rights responsibilities and liabilities to banks and consumers when funds are deposited transferred or
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