Bank Customer Service Representative

Business Division
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 traveler's 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.

Total Units Required 29.5-31.5
Recommended Sequence:
First Semester Units
BUS 61 Principles and Operations of Financial Institutions 3

BUS /C S 14 Microcomputers and Small Business Systems 3
C S 20 Microsoft Word, Excel, and Access 3

BIM 31 Electronic Calculation 3
BIM 32A,B,C Beginning, Intermediate, and Advanced Office Calculation 3

BUS 10A Bookkeeping 3
BUS 1A Principles of Accounting 5

BUS 94F Customer Service Strategies 1

Second Semester
BUS 78 Introduction to Teller Training 1.5
BUS 22 Professional Selling 3
BUS 82A,B Business Mathematics 3,3
ELECTIVES See Group I Below 6

Group I (Electives)
(minimum of 6 units from the following)

BUS 17A Beginning Business Communication 3
BUS 18A Business Law 3
BUS 20 Introduction to Business 3
BUS 66 Principles of Money and Banking 3
BUS 67 Introduction to Personal Finance 3
BIM 1A Beginning Keyboarding 1.5
BIM 42 Records Management and Filing 3
COM ST 1A Fundamentals of Speech 3
COM ST 7 Intercultural Communication 3