Bank Account Management: Customer Service

This award is not eligible for Financial Aid

The Certificate of Completion (CCL) in Bank Account Management: Customer Service program is designed to provide students with the training required for employment in the banking industry. Courses focus on the responsibilities of the banking member service representative, including account management, banking services, and banking products. The courses also cover effective customer service skills and the usage of computerized banking operating systems.

Details

Field of Interest
Business, Entrepreneurialism and Management
Academic Plan Code
5663N
Total credits required
10
Catalog Year
2020 - 2021
What You'll Learn
  1. Explain types and features of various banking packages and accounts.
  2. Identify the roles and responsibilities of a banking member service representative.
  3. Demonstrate effective communication and problem solving skills.
  4. Explain how to log onto a computerized banking operating system.
  5. Define banking terminology.
  6. Explain various banking processes, including processes for updating account information, consumer loans, stopping payments, reordering checks, and requesting refunds.
  7. Summarize procedures for handling credit and debit cards, cash advances, funds transfers, and wire transfers.
  8. Summarize fraud procedures.
  9. Use a computerized banking operating system, an online documentation system, and an online procedures manual.
  10. Process various banking member requests, such as cash advances, payment stoppage, funds and wire transfers, refunds, and check reorders.
Standard Occupational Classification

Upon completion of this certificate, students may pursue a career as: 13-2071.00 Credit Counselors 43-3011.00 Bill and Account Collectors 43-3071.00 Tellers 43-4041.00 Credit Authorizers, Checkers, and Clerks 43-4131.00 Loan Interviewers and Clerks 43-4141.00 New Accounts Clerks

Official Curriculum Documentation
View catalog page
Catalog page: https://riosalado.catalog.maricopa.edu/programs/5663N-RSC06
Disclaimer

This program is not eligible for Title IV Federal Financial Aid.

Students must earn a grade of C or better in all courses in the program.

All information published is subject to change without notice. Every effort has been made to ensure the accuracy of information presented, but based on the dynamic nature of the curricular process, course and program information is subject to change in order to reflect the most current information available.

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