Purpose:
The purpose of this qualification is to prepare a learner to operate as a Bank Customer Services Clerk. A Bank Customer Services Clerk is the first port of call for customers entering the bank. They direct customers to the right department. They render a range of bank services (like releasing cards and cheque books; producing copies of bank statements; processing a request to stop payment on a cheque or debit order; verifying documents; reversing payments etc.). They also receive and deal with customer queries and complaints, manage queues, walk the floor to identify problems, assist with all types of queries either face-to-face and telephonically. In addition, they promote banking products and services, minimise risk and work towards achieving customer satisfaction. All these activities are performed within a banking regulatory framework.

A qualified learner will be able to:

Complete and processing banking services.

Achieve customer satisfaction.

Minimise risk in a banking environment.