Welcome to the ATM Balancing Clerk sessions. Select a session below to view details and the estimated time required to complete the session. Members, log in to view your completion status and history
|Business Process Management|
|Be Able to Address and Resolve Procedural Issues Relative to ATM Balancing||10 minutes|
|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|
|Adhere to all Policies and Procedures||10 minutes|
|Notify Management of any Non-Compliance Issues||10 minutes|
|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|
|Assist With Training and Mentoring of New Staff as Appropriate||10 minutes|
|Knowledge of ATM Staff Roles||10 minutes|
|Basic Understanding of Accounting Practices||10 minutes|
|Understanding the Various General Ledger Accounts and Processing Entries||10 minutes|
|Effective Negotiation With Internal and External Customers||10 minutes|
|Daily Planning and Coordination of Balancing Reports||10 minutes|
|Know the Process for Reporting ATM Problems||10 minutes|
|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|
|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|
|Create and Deliver Reports to Management||10 minutes|
|Provide Consolidated Balancing and other Related Reports||10 minutes|
|Systems and Software|
|Knowledge of Systems Used to Conduct Balancing||10 minutes|
Terminology for the ATM business differs from country to country, and market to market, and ATMIA is unable to cover all the different terms used across the world for each and every aspect of the ATM transaction flow and management of installed ATMs.
In addition, there are different practices, procedures and systems in different markets. ATMIA's online training for ATM operators has based its job-specific training sessions on the common denominators, the core principles of the ATM business across all markets, since the industry is, after all, a "global village".
In addition to mastering the generic industry best practices for ATM operations, it's important for ATM operators to take into account their local and national market conditions. Please see ATMIA endorsed consultants who can assist ATM operators in understanding local, regional and national markets.
France - Veronique Delsalle
USA - Susan Matt
UK - Debbie Smyth
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