Training Courses

ATM Balancing Clerk Sessions

Select a session below to view details and estimated completion time. Members, log in to view your completion status and history

All Courses


Business Process Management
Session	Session Time
Be Able to Address and Resolve Procedural Issues Relative to ATM Balancing	10 minutes

Cash Management
Session	Session Time
Assist in Providing an Understanding of the Importance of Balancing	10 minutes
Identify Cash Shortages and Surpluses and Inform Stakeholders	10 minutes
Know the Steps for Processing Interim Totals	10 minutes
Provide a Balancing Report at a Frequency Determined by the Bank/IAD	10 minutes

Compliance
Session	Session Time
Adhere to all Policies and Procedures	10 minutes
Notify Management of any Non-Compliance Issues	10 minutes

Customer Service
Session	Session Time
Adhere to All Policies and Procedures Regarding Balancing and Customer Query Resolution	10 minutes
Analyse and Resolve Customer Queries Within Established Timelines	10 minutes

Employee Training and Supervision
Session	Session Time
Assist With Training and Mentoring of New Staff as Appropriate	10 minutes
Knowledge of ATM Staff Roles	10 minutes

Financial
Session	Session Time
Basic Understanding of Accounting Practices	10 minutes
Understanding the Various General Ledger Accounts and Processing Entries	10 minutes

Negotiation Skills
Session	Session Time
Effective Negotiation With Internal and External Customers	10 minutes

Planning Skills
Session	Session Time
Daily Planning and Coordination of Balancing Reports	10 minutes

Problem Management
Session	Session Time
Know the Process for Reporting ATM Problems	10 minutes

Procedural Knowledge
Session	Session Time
Know the Steps for Collecting and Processing ATM Deposits	10 minutes
Know the Steps for Collecting and Processing Captured Cards	10 minutes
Understand the Balancing Process	10 minutes
Understand the Process of Customer Query Resolution	10 minutes

Product Knowledge
Session	Session Time
General Knowledge of the Global ATM Business	10 minutes
Understand the Various Functionality Available on the ATM	10 minutes
Working Knowledge of All Operating Standards, Practices and Procedures	10 minutes

Reporting
Session	Session Time
Create and Deliver Reports to Management	10 minutes
Provide Consolidated Balancing and other Related Reports	10 minutes

Systems and Software
Session	Session Time
Knowledge of Systems Used to Conduct Balancing	10 minutes

ATMIA's online training courses are based on the common global industry practices and principles of the across all markets. ATM terminology, policies, procedures, systems and more may differ from country to country, market to market. ATMIA tries its best to use standardized industry terminology and business practices in its training courses, but is unable to cover all the variants in place across the globe for each and every aspect of the ATM transaction flow and management of installed ATMs.

In addition to mastering generic industry best practices for ATM operations via ATMIA Academy training, it's important to take into account local and national market conditions. ATMIA endorsed consultants can assist ATM operators in understanding local, regional and national markets.

Loading...

ATM Balancing Clerk Sessions

Global Sponsors