Course Overview
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. Tellers also understand the other services the bank provides such as online banking, bank-by-phone, trusts, investment services and loans.

Learning Objectives
To know and understand the products and services available to bank customers. After completing this course, tellers will know how to:

• Explain what negotiable instruments are, why they were developed and how they are transferred.
• Identify the differences between various types of negotiable instruments and how they are used by customers.
• Issue negotiable instruments, including cashier’s checks, money orders and traveler’s checks.
• Process loan, savings club, tax deposit and utility payments.
• Redeem bearer bond coupons and US Savings Bonds.
• Issue credit card cash advances.
• Describe electronic banking services offered by the bank.
• Identify specialized bank products and services offered by the bank and explain their features and benefits.