Bank Customer Service Representative, Certificate of Achievement

Upon successful completion of the Bank Customer Service Certificate, the student demonstrates skills and competences for positions such as the Customer Service Representative or Teller in a financial institution. The student competences in Customer Service program include receiving and paying out money and keeping the necessary records; selling foreign currencies and travelers checks; accepting payments for utility bills, accounts, or notes; and opening new accounts; sorting incoming deposits and assisting in processing incoming and outgoing mail; count, verifying and posting armored car deposits; preparing statements and currency-received tickets for banks, savings and loan associations, personal finance companies, credit unions and large businesses that operate credit offices. The student builds good public relations by providing prompt, efficient, courteous and personalized service to customers and helps increase business by promoting additional products and services.

Minimum Units Required: 29.5

Recommended Sequence:

First Semester

Units

BUS 061

Principles and Operations of Financial Institutions

3

CSA 020

MS Word, Excel, and Access

3

BIM 031

Electronic Calculation

3

 

or

 

BIM 032A

Beginning Office Calculation

1

 

and

 

BIM 032B

Intermediate Office Calculation

1

 

and

 

BIM 032C

Advanced Office Calculation

1

BUS 010A

Bookkeeping

3

 

or

 

BUS 001A

Principles of Accounting

5

BUS 094F

Customer Service Strategies

1

Second Semester

BUS 078

Introduction to Teller Training

1.5

BUS 022

Professional Selling

3

BUS 082A

Business Mathematics

3

 

and

 

BUS 082B

Business Mathematics

3

Electives

See Group I Below

6

Group I (Electives)

(minimum of 6 units from the following)

BUS 017A

Beginning Business Communications

3

BUS 018A

Business Law

3

BUS 020

Introduction to Business

3

BUS 066

Principles of Money and Banking

3

BUS 067

Introduction to Personal Finance

3

BIM 001A

Beginning Keyboarding

1

BIM 081

Records Management and Filing

3

COM ST 001A

Fundamentals of Speech

3

COM ST 007

Intercultural Communication

3

Minimum Units 29.5

One Level Up

Business Division Certificate Programs