Common Planner
K–12 Standards

Banking and Finance: Teller Operations: Grades 11, 12

Other Arkansas CTE sets

Role of a Teller

  • 1.1

    Define terminology

    1. 1.

      Prepare a list of terms with definitions1.1.1

  • 1.2

    Examine common work practices

    1. 1.

      Provide examples of common work practices<ul><li>Punctuality/attendance</li><li>Communication skills</li><li>Professional dress</li><li>Following rules and procedures</li></ul>1.2.1

  • 1.3

    Discuss duties of a teller

    1. 1.

      Research and present, in the form of a job description, the duties of a teller<ul><li>Promoting good customer relations</li><li>Maintaining confidentiality</li><li>Selling bank product and services</li><li>Cash handling</li><li>Recording transactions</li><li>Balancing transactions</li></ul>1.3.1

  • 1.4

    Explore different mission statements of banks

    1. 1.

      Obtain and evaluate mission statements from multiple banks1.4.1

  • 1.5

    Discuss the supervisor role

    1. 1.

      Describe the role of the supervisor (Head Teller)1.5.1

Primary Responsibilities

  • 2.1

    Define terminology

    1. 1.

      Prepare a list of terms with definitions2.1.1

  • 2.2

    Recognize opening teller procedures

    1. 1.

      Simulate teller opening procedures<ul><li>Verify work station area</li><li>Review supply stock</li><li>Order currency and coin from vault</li><li>Sign on to the computer system</li></ul>2.2.1

  • 2.3

    Demonstrate balancing procedures

    1. 1.

      Reconcile/balance cash drawers2.3.1

    2. 2.

      Describe the role of cash in balancing2.3.2

    3. 3.

      Discuss the importance of internal and external controls2.3.3

    4. 4.

      Describe steps to take to resolve differences2.3.4

    5. 5.

      Discuss cash errors2.3.5

  • 2.4

    Recognize closing procedures

    1. 1.

      Simulate teller closing procedures<ul><li>Bundle all proof work</li><li>Secure negotiables</li><li>Sign off computer</li><li>Lock up all cash</li><li>Search work area for valuables</li><li>Complete cash totals for cash in and cash out for the day</li></ul>2.4.1

Check Handling

  • 3.1

    Define terminology

    1. 1.

      Prepare a list of terms with definitions3.1.1

  • 3.2

    Recognize the elements of a check

    1. 1.

      Identify the basic components of a check3.2.1

  • 3.3

    Discuss different types of checks

    1. 1.

      Recognize the different types of checks3.3.1

  • 3.4

    Discuss different types of endorsements

    1. 1.

      Compare several types of endorsements3.4.1

  • 3.5

    Verify acceptable forms of identification

    1. 1.

      Examine different forms of acceptable identification3.5.1

  • 3.6

    Explain the concept of clearing checks for payment

    1. 1.

      Identify the different methods for clearing checks for payment3.6.1

  • 3.7

    Discuss electronic money transfers

    1. 1.

      Identify the advantages electronic transfers have over checks as a means of payment3.7.1

Characteristics of Currency & Coin

  • 4.1

    Define terminology

    1. 1.

      Prepare a list of terms with definitions4.1.1

  • 4.2

    Discuss how new currency is placed into circulation and old currency is removed

    1. 1.

      Identify the importance of the circulation of good currency in the system4.2.1

  • 4.3

    Identify mutilated, unfit, altered and counterfeit money

    1. 1.

      Differentiate mutilated, unfit, altered and counterfeit money4.3.1

  • 4.4

    Examine the characteristics of currency

    1. 1.

      Diagram the characteristics of currency4.4.1

  • 4.5

    Compare and contrast the methods of counting currency

    1. 1.

      Demonstrate a method of counting currency<ul><li>hand to counter method</li><li>hand to hand method</li></ul>4.5.1

  • 4.6

    Discuss cash transactions that require completing a Currency Transaction Report and Suspicious Activity Report

    1. 1.

      Complete the form based on a case scenario4.6.1

Bank Security

  • 5.1

    Define terminology

    1. 1.

      Prepare a list of terms with definitions5.1.1

  • 5.2

    Understand the appropriate behavior before, during and after a robbery

    1. 1.

      Demonstrate appropriate behavior before, during, and after a robbery5.2.1

  • 5.3

    Restate the safe/appropriate response to a fire, bomb or kidnapping threat

    1. 1.

      List appropriate responses to a bomb or kidnapping threat5.3.1

  • 5.4

    Know your emergency response plan for natural disasters

    1. 1.

      Develop an emergency response plan5.4.1

  • 5.5

    Describe methods of identify theft and discuss ways to prevent identify theft

    1. 1.

      Create a chart outlining the methods and prevention of identity theft5.5.1

  • 5.6

    Discuss technology security

    1. 1.

      List ways to prevent technology security breaches5.6.1

  • 5.7

    Discuss physical security

    1. 1.

      Explain varies methods of physical security such as building design, surveillance and alarm technology, employee training and transportation security5.7.1

Frequently asked questions

What grade levels do these standards cover?
Grade 11 and Grade 12
When were these standards adopted?
2011
Where can I read the official document?
Banking and Finance: Teller Operations

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