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ACH Basics
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Card and Wire Basics
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Check Payments Basics
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Teller Operations Basics
Training - Payments Bootcamp Program
This training class is designed for new staff at Financial Institutions. New employees may be well trained in their day-to-day tasks, while lacking in basic understanding of the four main payment systems. These sessions are intended to give new operations staff a baseline understanding of ACH, Wire, Card, Checks, plus basic Teller Operations to include transaction flow for deposits and withdrawals, cash handling procedures, and preparing your station for customers.
This training class is designed for new staff at Financial Institutions. New employees may be well trained in their day-to-day tasks, while lacking in basic understanding of the four main payment systems. These sessions are intended to give new operations staff a baseline understanding of ACH, Wire, Card, Checks, plus basic Teller Operations to include transaction flow for deposits and withdrawals, cash handling procedures, and preparing your station for customers. Each payments session will include participants & their responsibilities, types of transactions, transaction flow, endorsements, as well as some questions to ask their supervisor related to processes at their specific FI.