Bank & Credit Union Training Built for the Real World

Tellers are often among the first employees accountholders interact with, and their responsibilities extend well beyond processing transactions.

Teller Training brings together 21 interactive courses to build practical knowledge across everyday teller responsibilities. Through structured learning and hands-on simulations, tellers strengthen skills in transaction accuracy, accountholder interactions, conflict resolution, suspicious activity, security, and risk-aware decision-making.

It gives new and developing tellers a clear path for building the knowledge and judgment they need to perform their roles with greater confidence.

Customers rarely walk in knowing exactly what account structure they need. Instead, they describe a situation: My daughter helps with my bills. I’m managing money for my father. We just formed an LLC.

Account Ownership Fundamentals helps employees turn those everyday conversations into the right next steps. Through five foundational courses, an immersive escape room and a final assessment, learners practice identifying ownership relationships, interpreting documentation, asking the right questions, and recognizing when additional verification or escalation may be needed.

Throughout the training, employees learn to approach account-opening decisions with four questions in mind: Who owns the account? Who may act on it? Whose tax identification number applies? What documentation establishes the ownership or authority?

Every customer conversation is an opportunity to understand a need, build trust, and recommend a solution that makes sense. But doing that well takes more than product knowledge.

The Sales & Customer Experience Series gives frontline employees practical skills for navigating the customer conversation from start to finish. Across 10 interactive courses, learners practice establishing credibility, asking effective questions, uncovering needs, recommending relevant solutions, responding to objections, and identifying opportunities to deepen the relationship.

Through interactive, scenario-based learning, employees practice applying these skills to realistic customer interactions, helping them move beyond transactional service toward more confident, consultative conversations.