Bank Teller

The purpose of this qualification is to prepare a learner to operate as a Bank Teller. A Bank Teller accurately processes customer deposits and encashments (physically and using electronic devices), cheques, transfers, credit card payments, money orders, certified cheques and other related banking transactions. They count money physically and electronically. They also minimise risk for bank and client by conducting all transactions according to appropriate banking procedures and by remaining vigilant about any suspicious behaviour. They know how to respond in cases of robberies and emergencies. They all do everything possible to ensure customer satisfaction. A qualified learner will be able to: • Accept and process deposits and encashments. • Minimise risk for client and bank. • Achieve customer satisfaction.

The bank teller occupation is perhaps one of the most well-known banking-related occupations. Almost all South Africans who hold bank accounts have had direct dealings with a bank teller. They are, like the Bank Customer Services Clerk, at the frontline of the bank. Currently, banks and some private providers are training bank tellers using some unit standards from the existing Levels 2 - 4 banking qualifications: • National Certificate: Banking at Level 2 (ID 20183). • National Certificate: Banking at Level 3 (ID 20184). • Further Education and Training Certificate (FETC): Banking at Level 4 (ID 20185). • National Certificate: Banking at Level 5 (ID 61589). The existing banking qualifications at Levels 2 - 4 of the NQF do not have any Core unit standards. Learners are expected to complete the Fundamental unit standards and then choose from the electives those standards suitable to the career they wish to pursue. The range of electives in each of these qualifications covers a very large number of disparate banking competencies. It is difficult to identify what occupations in the banking sector the learners who go through these qualifications will enter. These qualifications do not directly produce bank tellers per se. It needs to be emphasised that banks require a national standard for the bank teller occupation. This qualification is focused on bank teller competencies. Typical learners are school leavers, Further Education and Training (FET) college graduates or workers who have been employed in the banking industry. Banks have different career pathways for those who enter their training programmes. Some start the learners off with a bank teller skills programme and then progress them to a bank customer services clerk and then onto higher internal organisational tiers. Other banks do it differently. The common trend is that the teller could move into supervisory positions, based on both experience and further qualification. The bank teller occupation, being one of the most central occupations in a bank, will contribute to the development of society by providing learners with significant opportunities. Learners will also benefit by completing other banking occupational qualifications being developed.

Recognition of Prior Learning (RPL): RPL for access to the external integrated summative assessment: Accredited providers and approved workplaces must apply the internal assessment criteria specified in the related curriculum document to establish and confirm prior learning. Accredited providers and workplaces must confirm prior learning by issuing a statement of result or certifying a work experience record. RPL for access to the qualification: Accredited providers and approved workplaces may recognise prior learning against the relevant access requirements. Entry Requirements: • Level 4 qualification with Mathematical Literacy.

• The ability to provide the correct answers to a range of questions formulated so as to assess factual, conceptual and procedural knowledge for the bank teller.
• The ability to perform bank teller operations.
• The ability to accept deposits.
• The ability to perform encashments.
• The ability to handle difficult customers.