This course prepares you for an immediate position in banks, credit companies, private and public insurance establishments, investment firms and other financial establishments throughout the private and public sectors.
Learn banking procedures and terminology, communications, fraud prevention, current banking regulations, and how to balance daily transactions and how to accurately process basic transactions, recognize customer needs as they relate to bank products and services and become familiar with government compliance regulations. Develop exemplary customer service techniques as they apply to the banking industry.

Admissions Requirement:

Ontario Secondary School Diploma (or equivalent); or
Mature Student (19 years of age or older and out of school for 1 year or more)
Basic Computer knowledge

Career Opportunities:

actuarial clerk

bank clerk

credit clerk

dental claims clerk

dividend calculation clerk

insurance clerk

insurance rater

ledger control clerk

loan clerk

mortgage clerk

premium rater

real estate clerk

securities clerk

Course Outline:  

Responsibilities

Individual Deposit Products

Business Deposit Products

Individual Loan Products

Business Loan Products

Services

All About Money

Handling Cash

Cash Audit/Cash Drawer Contents

Checks

Special Checks

Identification

Check Cashing

Deposits

Commercial Deposits

Payment Forms

Partial/Additional/Late Charge Payments

Other Payments Policies and Procedures

Withdrawals

Travelers Checks

Money Orders

Official Checks

U.S. Savings Bonds

Credit Card Cash Advance

Miscellaneous Fee Income

Regulations

Large Cash Transactions

Monetary Purchases

Suspicious Activity

Suspected Conartists

Check-Related Schemes

Deterring a Robbery

Comply with Demands

Robbery Description Report Form