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Category: Credit Unions
Seat Time: 1.75hrs - Desc:

This course will introduce the learner to the position of teller at the credit union. The course will discuss the importance of appearance in the professional setting, for both men and women. The course will also outline the necessity of professionalism for tellers, including the importance of cultivating characteristics such as loyalty and respect. After completing this course, the learner will understand:

  • The importance of handling confidential information properly.
  • How to best cross-sell products and services to members.
  • The proper procedures for working with numbers and bookkeeping.
Category: Credit Unions
Seat Time: 3.75hrs - Desc:

This course will introduce the learner to the various products and services that are offered by the credit union. The course will familiarize the learner with the various types of account ownership, IRAs, and loans, in addition to many other credit union offerings. After completing this course, the learner will understand:

  • The specific details of each type of account that the credit union offers.
  • The different types of investment products that the credit union offers its members.
  • The credit unions policies and procedures for negotiable instruments, wire transfers, and savings bonds.