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  1. Programs
  3. Financial & Customer Services

Financial & Customer Services

Owensboro Community and Technical College

CertificateCIP: 52.0803

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

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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

  • Owensboro, Kentucky

    4800 New Hartford Rd, Owensboro, Kentucky, 42303

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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: developing (Level 2)(based on Certificate)

  • New account data — compile and enter into CRM and database systems with minimal oversight during routine daily operations.
  • Customer deposits, fees, and receipts — record and reconcile accurately using accounting software in a mid-volume branch environment.
  • Safe-deposit box rental agreements — process and complete by interviewing customers independently following standard bank procedures.
  • Available banking services including bonds and deposit accounts — explain clearly to diverse customers without referencing scripted materials.
  • Account application errors — investigate and correct by cross-referencing customer and bank records upon request with limited supervision.
  • Teller duties — perform reliably during peak periods, including cash balancing and transaction verification at a full-service branch.
  • Customer financial needs — assess during intake interviews and route customers to appropriate specialists using judgment developed through experience.
  • Direct deposit and certificate of deposit applications — guide customers through independently, addressing common follow-up questions on the spot.
  • Spreadsheet software — use to track new account volumes, pending applications, and daily transaction summaries for branch reporting.
  • Customer service interactions — monitor for satisfaction signals and adapt communication style to meet varying customer expectations.

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

Completion Rate
Not reported
Placement Rate
Not reported