CUNA: Frontline Basics course (online)

Training And Events

Frontline Basics course (online)

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About CUNA
Courses

A1025

Mar. 14, 2013

For many members, tellers personify the credit union' so it is important that frontline staff make a good first impression on new members while maintaining successful relationships with existing members. These interactive courses teach fundamentals that every teller should know including maintaining the teller work station, handling cash and negotiable instruments, balancing the teller drawer, operating remote branches, understanding features and benefits of credit union products and services, and translating financial jargon into terms members understand.

This course is part of the CUNA CU Advance program through CUNA CPDOnline and contains individual courses for $35 each.

Today's Professional Teller (A1025A)
Credit Union Basics (A1025B)
Managing the Teller Station (A1025C)
The Balancing Act (A1025D)
Handling Negotiable Instruments (A1025E)

Course participants will have an option of taking a pre-assessment to determine which courses are needed for his or her skill level. A comprehensive exam for all 6 courses can be purchased for $24.50 through CUNA CPDOnline.

Estimated length of course: Each individual course is 20-30 minutes.

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A1025

Mar. 14, 2013

A comprehensive exam for all 6 courses can be purchased for $24.50 through CUNA CPDOnline.

Today's Professional Teller:

Describe the roles and responsibilities of a credit union teller and identify four behaviors that demonstrate excellent member service
List four categories of supplies needed to prepare an organized teller station
Recall basic techniques of good verbal and nonverbal communication
Recognize and respond to stressful situations using the six recommended steps

Credit Union Basics:

Explain the credit union difference
Recognize how to help potential members apply for membership and develop loyalty
List two aspects of the products and services your credit union offers that help members choose the best fit for their needs
Match specific financial services to individual members needs based on age and lifestyle
Recognize three regulations guiding credit union operations, and when certain disclosures are required

Managing the Teller Station:

Recognize four types of non-cash negotiable instruments
Recall three opening and three closing procedures
Identify the procedures for safely handling cash while maintaining the security of the credit union
Recall nine ways to safeguard the credit union and its members

The Balancing Act:

Describe five typical expectations regarding cash drawer balancing
Recall three techniques for finding and correcting common balancing errors
Describe three types of internal controls that protect the credit union from fraud at
the teller station
Recognize the federal laws in place to ensure consistency and compliance
Identify the role the National Credit Union Administration plays in safeguarding members

Handling Negotiable Instruments:

Describe share draft handling procedures with regard to Reg CC
Recognize three areas of concern affecting your decision to process a check or share
draft
Identify the features, benefits and processing requirements of three other kinds of checks
Identify the features, benefits and processing requirements of prepaid card products
Identify features, benefits, and processing requirements of savings bonds
Recognize and appropriately address situations involving foreign products

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A1025

Mar. 14, 2013

Also available in print.

See a full CUNA course listing.

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A1025

Mar. 14, 2013

Recognition

Recognition opportunities are offered at various training milestones with CUNA designations and certificates.

College Credit

Select courses are recommended for college credit for students who pass proctored, college-level exams and carry college credit recommendations.

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A1025

Mar. 14, 2013

CUNA courses are a simple, affordable way to provide current, real-world training to your credit union. Courses are available in print and/or online through CUNA CPDOnline. With hundreds of courses to choose from, you're sure to find learning materials to fit your credit union's needs. See a full course list.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

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