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Teller Training
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First Access Service Team has been providing New Employee and Teller
Training classes to local Credit Unions since 2002. The benefit of outsourcing this function is that it alleviates some of the stress placed on managers or senior level employees that are directly involved in the training process.
We currently offer three different levels of training; however, our training classes can be tailored to the specific needs of your Credit Union.
Level 1
The first level of training offered is a basic, one day course with a general focus on the credit union industry. This is a great class for new employees, specifically those that have no prior experience working for a credit union. Some of the areas covered in this course are:
- Credit Union History and Background
- Steps to Providing Quality Member Service
- Products and Services
- Federal Regulations – Basic Overview
Level 2
The second level of training is a basic teller training course which builds upon the areas covered in level one. This two day course will cover all topics addressed in level one, as well as place additional focus on areas such as:
- Proper Cash Handling Procedures
- Identification
- Parts of a Check and How to Handle Check Transactions
- Handling and Issuing Purchased Products (Official Checks, Money Orders, Travelers Checks, etc.)
- Reg CC, Bank Secrecy Act
- Reinforcement of Quality Member Service Approach
Level 3
Our third training class which covers a 5-6 day period is a comprehensive teller training class. This class covers all topics included in the first two classes in addition to the following:
- How to Complete All Types of Teller Transactions (Cash Advances, Savings Bonds, etc.)
- Credit Union Specific Policies and Procedures
- CTR’s and SAR’s
- Role Play Allowing the Class To Practice Proper Member Service and Transaction Processing
Please click here if you would like more information on our teller training program. |
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