This course covers the evaluation of banking job opportunities, credit reports, loan types, financial statements and debit to income ratios. Topics also include various banking products, credit scores and reports, banking relationships, interest rates and loan terms, sales goals and cash handling, 10 key touch and customer service experience.


After completing this course, participants will be able to understand:

  • Define the role of a teller
  • Identify common financial statements
  • Define banking terms as it pertains to bank employees
  • Different banking products
  • Understand the banking relationship
  • Different loan types
  • Determining the interest rates and term loans
  • Credit Scores and reports
  • Sales Goals
  • Explain how to provide consistent quality customer service
  • Identify the elements of good customer relations and quality service


Anyone who would like to work at a bank or credit union


  • The Role of The Teller
  • Loan types
  • Banking products
  • Sales Goals
  • Bank Services
  • Providing Quality Customer Service

Hours: 32
Course Fee: $450.00
Class Dates: On-line
Days: September 6-September 23, 2022
Time: Online
Location: Online


More information contact:

Kimberley Ward