Top 11 Lead Teller Certifications
This article provides an overview of the most popular lead teller certifications and how to best use them in your career.
Published 18 min read
Certifications are important for a lead teller in the job market because they demonstrate professional competence and knowledge of banking procedures, customer service, and financial regulations. They also provide assurance to employers that the lead teller is qualified to handle complex tasks and make sound decisions. Certifications help demonstrate that a lead teller has the necessary skills and experience to be successful in the role. Additionally, certifications can provide potential employers with an additional layer of confidence in their selection process since they have been tested and approved by a recognized authority. Furthermore, certifications may increase a lead teller’s salary potential as many employers offer higher salaries for those with certifications than those without.
This article reviews some of the top certifications for Lead Tellers and explains how they can help advance a lead teller's career.
What are Lead Teller Certifications?
Lead teller certification is a program designed to provide training and education for individuals who are looking to become lead tellers in the banking industry. Lead tellers are responsible for overseeing other tellers, ensuring that customer service is up to standards, and helping to manage the daily operations of a bank. The certification program provides individuals with the skills and knowledge they need to be successful in this role.
The certification program covers topics such as customer service, money handling, problem solving, communication skills, and leadership development. It also gives participants an understanding of banking regulations and compliance issues. By completing the program, individuals will gain a better understanding of how banks operate and how to effectively manage a team of tellers. Additionally, they will learn how to develop relationships with customers and create a positive work environment for their team members.
The lead teller certification can help participants advance their careers in the banking industry by providing them with the necessary skills and knowledge needed to be successful in this role. Additionally, it can also open up new opportunities for those interested in furthering their career in banking or related fields.
Pro Tip: When aiming to become a lead teller, be sure to check with your state's banking regulations for any specific requirements. Depending on the state, you may need additional certifications or training in order to qualify for a lead teller position. Additionally, employers may also require specialized courses or training related to their company policies and procedures.
Related: What does a Lead Teller do?
Top 11 Lead Teller Certifications
Here’s our list of the best certifications available to Lead Tellers today.
1. Certified Bank Teller (CBT)
Certified Bank Teller (CBT) is a professional certification program that provides bank tellers with the knowledge and skills necessary to perform their job effectively. The CBT program is administered by the American Institute of Banking (AIB), which is an affiliate of the American Bankers Association (ABA).
The CBT program consists of four courses, each focused on a specific area of banking operations. The four courses are: Introduction to Banking, Customer Service & Sales, Financial Transactions & Operations, and Regulatory Compliance. Each course takes approximately eight hours to complete, for a total of 32 hours of instruction.
In order to become certified as a CBT, individuals must successfully complete all four courses and pass the final exam with a score of at least 80%. After passing the exam, individuals will receive their official Certified Bank Teller certificate from AIB.
The cost of the CBT program varies depending on the institution offering it. Generally speaking, it can range anywhere from $200-$500 USD.
2. Certified Financial Services Teller (CFST)
Certified Financial Services Teller (CFST) is a professional certification for financial services tellers. It is offered by the National Association of Certified Financial Services Teller (NACFST). The certification is designed to ensure that financial services tellers have the skills and knowledge necessary to provide excellent customer service.
In order to become certified, applicants must pass an exam administered by NACFST. The exam consists of multiple-choice questions covering topics such as customer service, banking regulations, and money management. The exam takes approximately two hours to complete and costs $150 USD.
Applicants who successfully pass the exam will receive their CFST certification from NACFST. This certification is valid for three years and can be renewed by taking a refresher course or retaking the exam.
3. Certified Professional Teller (CPT)
Certified Professional Teller (CPT) is a professional designation awarded by the National Teller Certification Council (NTCC). It is an industry-recognized certification that demonstrates a teller's knowledge and expertise in providing superior customer service, handling customer transactions, and complying with banking regulations.
To become certified, individuals must complete a comprehensive online training program that covers topics such as customer service, banking regulations, and transaction processing. The training program consists of seven courses and takes approximately 25 hours to complete. Upon successful completion of the program, individuals are eligible to take the CPT exam.
The CPT exam is administered by the NTCC and consists of 100 multiple-choice questions covering topics such as customer service, banking regulations, transaction processing, security procedures, and fraud prevention. Exams are offered at various locations throughout the United States. The cost for taking the CPT exam is $125 USD.
Individuals who pass the CPT exam receive their certification from the NTCC and can use it to demonstrate their knowledge in customer service and transaction processing to employers or potential clients. The certification must be renewed every three years by completing additional continuing education courses or retaking the exam.
4. Accredited Teller Training Program (ATTP)
The Accredited Teller Training Program (ATTP) is a comprehensive program designed to provide tellers with the knowledge and skills they need to be successful in their roles. The program covers topics such as customer service, cash handling, account management, financial regulations, fraud prevention, and more. The ATTP consists of three levels of certification: Level 1- Introductory Course, Level 2- Intermediate Course, and Level 3- Advanced Course.
The Introductory Course is designed for those who are just starting out in the banking industry or are looking to refresh their knowledge on basic teller operations. This course typically takes about 8 hours to complete and covers topics such as customer service techniques, cash handling procedures, and bank policies. Upon completion of this course, participants will receive a certificate of completion from the American Bankers Association (ABA).
The Intermediate Course builds upon the concepts learned in the Introductory Course by providing an in-depth look at more complex teller operations such as account management and fraud prevention. This course typically takes about 16 hours to complete and includes both online modules and instructor-led sessions. Upon completion of this course, participants will receive a certificate of completion from the ABA.
The Advanced Course is designed for experienced tellers who want to further develop their skillset. This course typically takes about 24 hours to complete and includes both online modules and instructor-led sessions. Topics covered include advanced customer service techniques, risk management strategies, financial regulations compliance practices, and more. Upon completion of this course, participants will receive a certificate of completion from the ABA.
To get started with the ATTP program you must first register with the ABA by completing an application form on their website or by calling them directly at 800-BANKERS (800-226-5377). Once your registration has been approved you can begin taking courses immediately either online or through an accredited training provider near you. The cost for each level varies depending on whether you choose to take it online or through a training provider but generally ranges between $50-$200 per level.
5. American Institute of Banking (AIB) Certified Teller
American Institute of Banking (AIB) Certified Teller is a certification program designed to recognize and promote excellence in the banking industry. It is an internationally recognized certificate that demonstrates a teller’s knowledge, skills, and abilities in customer service, cash handling, account maintenance, compliance with laws and regulations, and other related areas. The certification is awarded by the American Institute of Banking (AIB), which is a professional organization dedicated to providing educational resources for banking professionals.
The AIB Certified Teller Program consists of four courses: Introduction to Banking; Cash Handling & Balancing; Customer Service & Communication; and Regulatory Compliance. Each course requires approximately 20 hours of study time and must be completed within six months from the date of enrollment. Upon successful completion of all four courses, participants are eligible to take the AIB Certified Teller Exam.
To become an AIB Certified Teller, individuals must first register for the program through the AIB website or by calling their toll-free number. The cost for registration is $195 USD (plus applicable taxes). This fee covers all four courses as well as access to online study materials and practice tests. After successfully completing all four courses, participants can then take the AIB Certified Teller Exam at any Prometric Testing Center in the United States or Canada. The exam fee is $125 USD (plus applicable taxes). Upon passing the exam with a score of 70% or higher, participants will receive their AIB Certified Teller Certification.
The AIB Certified Teller Certification is valid for three years from the date it was issued and may be renewed by taking additional continuing education courses offered by AIB or other approved providers.
6. National Check Professional Certification (NCPC)
National Check Professional Certification (NCPC) is a certification program designed to recognize professionals in the check processing industry who demonstrate a high level of expertise in the field. It is an independent, third-party certification that verifies an individual's knowledge and skills related to check processing operations.
The NCPC exam consists of 100 multiple-choice questions covering topics such as banking regulations, check fraud prevention, and risk management. The exam takes approximately two hours to complete and must be taken at a certified testing center. The cost of the exam is $250 USD.
To qualify for the NCPC certification, applicants must have at least one year of experience in the check processing industry or equivalent education or training. Applicants must also pass a background check prior to taking the exam.
Once an individual has passed the NCPC exam, they will receive their certification certificate within four weeks and will be listed on the National Check Professional Registry. The certification is valid for three years before it must be renewed by taking a refresher course or re-taking the exam.
7. National Retail Federation Certified Teller (NRFCT)
The National Retail Federation Certified Teller (NRFCT) is a certification program designed to provide retail professionals with the knowledge and skills necessary to succeed in the retail industry. It is an industry-recognized credential that validates an individual’s expertise in customer service, cash handling, sales and operations. The NRFCT certification program consists of three levels: Basic, Intermediate and Advanced.
It typically takes about 4-6 months to complete the NRFCT certification program depending on how quickly you can complete the coursework and exams. To get certified, you must first complete an online application form, pay a fee (currently $250 for Basic Level and $350 for Intermediate/Advanced Levels), pass a background check, and then complete all required coursework and exams within 6 months of starting the program.
The cost of the NRFCT certification program varies depending on which level you are seeking certification at. The Basic Level costs $250, while the Intermediate/Advanced Levels cost $350 each.
8. Credit Union National Association (CUNA) Certified Teller
Credit Union National Association (CUNA) Certified Teller is a certification program that provides tellers with the knowledge and skills they need to provide excellent service to credit union members. The program consists of three courses, each taking approximately 8-10 hours to complete. The courses cover topics such as customer service, financial services, and security.
To become certified, individuals must first apply for the program and pass an online exam. After passing the exam, individuals will receive their CUNA Certified Teller certificate. To maintain certification, individuals must recertify every two years by completing 8 hours of continuing education credits related to their job duties.
The cost for the program varies depending on the credit union or association offering it. Generally speaking, the cost ranges from $50-$250 per course or $150-$500 for all three courses combined.
9. International Customer Service Association (ICSA) Certified Teller
The International Customer Service Association (ICSA) Certified Teller program is a certification program designed to recognize the knowledge and skills of customer service professionals in the banking industry. This certification demonstrates that a teller has the necessary skills to provide excellent customer service, as well as knowledge of banking regulations and compliance.
To become ICSA Certified Teller, applicants must pass an examination that covers topics such as customer service principles, bank policies and procedures, financial products and services, risk management, and regulatory compliance. The exam consists of multiple-choice questions and takes approximately two hours to complete.
Applicants must meet certain eligibility requirements in order to take the exam. These include having at least one year of experience working in a bank or credit union environment, completing an ICSA approved training program or having equivalent experience in the banking industry.
The cost to take the ICSA Certified Teller exam is $150 USD for members of ICSA or $200 USD for non-members.
Once you have successfully passed the exam, you will receive your ICSA Certified Teller certificate and be recognized as a certified professional in the banking industry.
10. Global Cash Management Institute (GCMI) Certified Lead Teller
The Global Cash Management Institute (GCMI) Certified Lead Teller is a certification program designed to recognize individuals who have demonstrated expertise in cash management and operations. It is the only certification of its kind that focuses on cash management, and it is designed to provide a comprehensive understanding of the principles and practices of cash management.
The GCMI Certified Lead Teller program consists of an online course, which takes approximately 8-10 hours to complete. The course covers topics such as cash flow analysis, payment systems, risk management, fraud prevention, customer service and more. Upon successful completion of the course, participants are eligible to take the final exam and receive their certification.
To get your GCMI Certified Lead Teller certification, you must first register for the online course. The registration fee for the course is $395 USD. Once you have registered for the course, you will be provided with access to all materials needed to complete it. After completing the online course successfully, you will be able to take the final exam and receive your certification upon passing it.
The GCMI Certified Lead Teller program is an excellent way for individuals who work in cash management or related fields to demonstrate their knowledge and skills in this area. It can also help them advance their career by providing recognition from employers that they have achieved a high level of expertise in this field.
11. Association of Financial Professionals (AFP) Lead Teller Certification
The Association of Financial Professionals (AFP) Lead Teller Certification is a professional certification program designed to recognize the knowledge, skills, and abilities of financial professionals who serve as lead tellers in banking and other financial services organizations. The certification is intended to demonstrate a commitment to excellence in customer service, operational efficiency, and risk management.
The AFP Lead Teller Certification program consists of two parts: an online course and a certification exam. The online course takes approximately 8 hours to complete and covers topics such as customer service, operations, compliance, security, cash handling procedures, fraud prevention, and more. Once the online course is completed successfully, candidates must pass the certification exam with a score of 80% or higher in order to receive their AFP Lead Teller Certification.
In order to get started with the AFP Lead Teller Certification program, candidates must first register for the online course through the AFP website. The cost of the online course is $299 USD. After completing the online course successfully and passing the certification exam with a score of 80% or higher, candidates will be awarded their AFP Lead Teller Certification.
Do You Really Need a Lead Teller Certificate?
Yes, you do need a Lead Teller Certificate in order to become a Lead Teller. A Lead Teller is responsible for supervising the tellers at a bank or financial institution. In order to perform this role, they must have the necessary knowledge and skills that are required to manage and lead staff. The Lead Teller Certificate provides the training and certification needed for this role.
The Lead Teller Certificate is an important document that proves you have been trained in customer service, cash handling, sales and marketing, banking operations, security procedures, problem solving and other related topics. It also demonstrates that you have the knowledge and experience needed to manage tellers on a daily basis.
Having a Lead Teller Certificate also shows potential employers that you have already obtained the important qualifications needed to be successful in this position. This can give you an edge over other applicants who may not be as qualified or certified as you are.
In addition to the practical skills gained from having a Lead Teller Certificate, it can also open up opportunities for career advancement within your organization or industry. By demonstrating your leadership abilities through obtaining this certification, you could move into higher positions such as Branch Manager or even Regional Manager of Operations at some point down the line.
Overall, having a Lead Teller Certificate is essential if you want to become a successful leader at any financial institution. The knowledge and skills acquired from obtaining this certificate will ensure that you are well-prepared for any challenges that may arise while managing your team of tellers.
Related: Lead Teller Resume Examples
FAQs About Lead Teller Certifications
Q1. What Is a Lead Teller Certification?
A1. A Lead Teller Certification is a designation that is earned by completing a specialized course in banking and customer service. It demonstrates knowledge of bank policies, procedures, and regulations; customer service skills; financial product knowledge; and leadership capabilities.
Q2. Do I Need to Have Experience to Earn the Certification?
A2. No, experience is not required for the Lead Teller Certification. However, prior experience in banking or customer service can be beneficial when taking the certification exam.
Q3. How Long Does it Take to Get Certified?
A3. The timeframe for getting certified depends on the study materials used, as well as individual learning speed. Generally speaking, it can take up to several months to complete the necessary coursework and pass the exam with a passing score of 80%.
Q4. How Much Does It Cost?
A4. Costs vary depending on which program you choose to pursue your certification through, but typically range from $400-$1000 USD including all fees and materials needed for completion of the coursework and exam(s).
Q5. What Are Some Benefits of Being Certified as a Lead Teller?
A5: Being certified as a Lead Teller provides many benefits such as increased job opportunities, higher salaries, better job security and recognition from employers for being an expert in banking operations and customer service practices. Additionally, having this certification will provide you with an edge over other non-certified applicants when applying for jobs or promotions within the bank industry.