MTT5 Course 3: Checking & Savings Transactions
Course Overview
Tellers learn how to process checking and savings account deposits and withdrawals. In addition, they learn about the various types of deposits including: Cash only, check only, split deposits as well as compound, mixed or combination deposits.
Learning Objectives
To process all common types of deposits and withdrawals. After completing this course, tellers will know how to:
- Describe the various types of checking accounts and checking account options available at the bank.
- Accept different types of checking deposits including cash-only, check-only, compound and split deposits.
- Describe the various types of savings and investment accounts available at the bank.
- Accept and process various types of savings account deposits and withdrawals.
- Distinguish between the different types of retirement accounts the bank offers.
- Describe bank regulations that affect checking, savings, investment and retirement accounts.
To order MTT5 today—or to order a free preview—contact our friendly, helpful training support staff at 800.442.8662 or reach us by email.
Get Modern Teller Training 5 for only $299/course—Save $296/course
For a limited time, you can get your training system of 10 VHS/DVDs and 11 workbooks for only $299 per course. This amazing price gets you all 11 workbooks--nearly 800 pages of training content--and 10 DVD/VHS videos with nearly 3 hours of training content. With MTT5, you get industry-leading training that is:
- Consistent—Every topic is covered in a consistent and thorough manner
- Structured—Builds teller knowledge base in a step-by-step process; each skill builds on the next
- Made to Improve On-the-Job Training—Each teller has the fundamental skills to do the basics of the job
- Will Increase Retention—Self-tests, activities, interactive quizzes and final exam in each course make content memorable
- Customizable—Add your institution’s specific policies and procedures
- Comprehensive—Nearly 3 hours of interactive role-play video training complements 800+ pages of workbook content
To order MTT5 today for this excellent price—or to order a free preview—contact our friendly, helpful training support staff at 800.442.8662 or reach us by email.
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Your Role As a Professional Teller
In this course, tellers learn about their role in the bank. They also become familiar with the day-to-day activities that they perform and learn about how banking works.
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Handling Cash
In this course, tellers learn how to obtain and arrange their opening cash supply, how to package currency and coins, how to handle bait money as well as what to do with mutilated currency. They will also learn how to count money using two universal counting systems.
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Your Role As a Professional Teller
Course 3 teaches tellers how to process checking and savings account deposits and withdrawals. In addition, they will learn about the various types of deposits including: cash only, check only, split deposits as well as compound, mixed or combination deposits.
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Making the Check-Cashing Decision
With this course, tellers will discover what the bank’s policies are for cashing checks for customers and non-customers. They also learn what critical information must appear on the face of the check. They will also learn how to examine endorsements and request the proper identification from customers.
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Additional Bank Products & Services
Tellers learn about cashier’s checks, traveler’s checks, money orders, debit cards, credit cards and other convenience services. In addition, they will learn about receiving payments for loans, savings clubs, tax deposit payments and utility payments and more.
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Balancing Out
Tellers will learn how to balance their drawers and resolve any out-of-balance situations. This course also teaches them how to balance out using a computer and balancing out manually. Knowing how to manually balance can be helpful in some routine situations as well as in case of emergency—a power outage, computer system problems, etc.
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Forgery & Signature Verification
This course teaches tellers how to identify common techniques used to forge signatures and endorsements—the signs of forgery. They also learn to use signature cards and imaged signatures to help detect forgeries. Additionally, tellers will learn what action to take when they suspect forgery.
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Detecting Counterfeits
With this course, tellers learn to distinguish between genuine and counterfeit items. They also learn what to do when they suspect they have received a counterfeit item.
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Preventing Fraud
This course teaches tellers how to recognize cash-related scams aimed specifically at tellers and bank customers and what they should do when they suspect an attempted fraud.
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You & Your Customers
This course teaches tellers to understand their important role in providing excellent customer service and to know the basics of needs-based selling.
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