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  1. Programs
  3. Financial Services: Banking Essentials Certificate

Financial Services: Banking Essentials Certificate

Community College of Aurora

Short-Term CertificateCIP: 52.0803

Become a contributor for free to openly demonstrate student outcomes, industry alignment & eligibility criteria.

No description available.

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Program Pathways

Credentials this program stacks toward

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Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

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Locations

Where this program is offered

  • Aurora, Colorado

    16000 E CentreTech Pky, Aurora, Colorado, 80011-9036

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Related Programs

Programs related to this one

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Skills & Competencies

Skills developed through this program

Auto-populated·from O*NET via SOC 43-4141.00

Skills

Active ListeningSpeakingReading ComprehensionCritical ThinkingSocial PerceptivenessWritingService OrientationMonitoringComplex Problem SolvingCoordinationJudgment and Decision MakingTime ManagementPersuasionActive Learning

Knowledge

Customer and Personal ServiceEnglish LanguageAdministrativeMathematicsLaw and GovernmentComputers and ElectronicsEconomics and AccountingSales and MarketingPublic Safety and SecurityEducation and Training

Abilities

Oral ComprehensionOral ExpressionWritten ComprehensionNear VisionSpeech RecognitionProblem SensitivitySpeech ClarityWritten ExpressionDeductive ReasoningInformation OrderingInductive ReasoningNumber FacilityCategory FlexibilitySelective Attention

Tasks

  • Perform teller duties as required.
  • Compile information about new accounts, enter account information into computers, and file related f
  • Collect and record customer deposits and fees and issue receipts, using computers.
  • Verify and examine information and accuracy of loan application and closing documents.
  • Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan for
  • Record applications for loan and credit, loan information, and disbursements of funds, using compute
  • Keep records of customers' charges and payments.
  • Compile and analyze credit information gathered by investigation.
  • Obtain information about potential creditors from banks, credit bureaus, and other credit services,
  • Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transaction
  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  • Monitor bank vaults to ensure cash balances are correct.
  • Record information about financial status of customers and status of collection efforts.
  • Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit
  • Locate and monitor overdue accounts, using computers and a variety of automated systems.
  • Calculate clients' available monthly income to meet debt obligations.
  • Explain services or policies to clients, such as debt management program rules, advantages and disad
  • Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.

Technology

Accounting softwareData base user interface and query softwareElectronic mail softwareFinancial analysis softwareEnterprise resource planning ERP softwareCustomer relationship management CRM softwareDesktop publishing softwareSpreadsheet softwareDocument management softwareInternet browser softwarePoint of sale POS softwareAccess softwareCategorization or classification softwareNetwork conferencing softwareInformation retrieval or search software

Tools

10-key calculatorsPersonal computersTeller terminalsComputer inkjet printersCopy machinesDocument scannersLaptop computersLaser facsimile machinesPrinting calculatorsComputer data input scannersComputer laser printersCredit card processing machinesElectric typewritersMultiline telephone systemsAutomatic teller machines ATMsCash advance terminalsCheck encodersCheck validation printersCheckwritersCurrency countersDesktop computersDocument printersFilmersJournal printersMicrofilmersOfficial check imprintersOnline video terminalsPassbook printersAmplified telephonesAutodialers

Work Values

SupportRelationshipsIndependenceAchievementWorking ConditionsRecognition
Career Pathways

Occupations this program prepares you for

  • New Accounts Clerks43-4141.00
  • Loan Interviewers and Clerks43-4131.00
  • Credit Authorizers, Checkers, and Clerks43-4041.00
  • Tellers43-3071.00
  • Bill and Account Collectors43-3011.00
  • Credit Counselors13-2071.00
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: emerging (Level 1)(based on Short-Term Certificate)

  • New account intake forms — complete and submit under direct supervisor review in a retail banking branch environment.
  • Customer deposit and fee records — collect and enter into banking software following step-by-step procedural guides.
  • Basic account information — key into the bank's database accurately under close oversight during initial onboarding period.
  • ATM card and direct deposit procedures — explain to new customers using prepared reference materials at the service desk.
  • Incoming customer inquiries — respond to using scripted service guidelines in a supervised branch setting.
  • Standard account application interviews — conduct with straightforward customers following a structured question checklist.
  • Simple teller transactions — process including cash handling and receipt issuance under direct supervision at the teller window.
  • Customer referrals to senior bank personnel — initiate when questions exceed entry-level scope in a branch office.
  • Related account opening documents — file and organize in physical and electronic folders according to established filing protocols.
  • Basic office suite software and email tools — use to draft correspondence and log account activity under manager guidance.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.

Student Outcomes

Performance metrics for this program

Auto-populated·from Scorecard + DOL
Completion Rate
63%
Placement Rate
73%