BASIC CASHIERING AND TELLERING MANAGEMENT

About Course
This course is designed to equip learners with the foundational knowledge, practical skills, and ethical standards required for effective cashiering in various industries such as retail, hospitality, banking, and service sectors. Participants will learn essential cashiering functions, including handling cash transactions, operating point-of-sale (POS) systems, processing payments, balancing registers, safeguarding company assets, and delivering excellent customer service. The program emphasizes accuracy, professionalism, financial responsibility, and integrity in managing daily cashiering operations.
What Will You Learn?
- Understand the fundamental principles and responsibilities of a cashier.
- Demonstrate proficiency in handling different payment methods (cash, cards, digital payments, vouchers, etc.).
- Operate cashiering tools and systems such as POS machines, cash registers, and e-payment platforms.
- Apply effective customer service strategies while maintaining professionalism and courtesy.
- Accurately process transactions, refunds, discounts, and receipts.
- Balance daily sales, reconcile cash drawers, and prepare cashier reports.
- Recognize common cashiering errors, fraud risks, and methods to prevent losses.
- Apply ethical standards and compliance with company and financial regulations.
- Exhibit problem-solving skills in real-life cashiering scenarios.
- Build confidence in working as a cashier in retail, hospitality, banking, or corporate settings.
Course Content
PRE-ASSESSMENT
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Behavioral Assessment
MODULE 1: INTRODUCTION TO CASHIERING
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Introduction
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Lesson 1: Role and Responsibilities of a Cashier
00:00 -
Lesson 2: Importance of Cashiering in Business Operations
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Lesson 3: Qualities and Skills of an Effective Cashier
00:00 -
Lesson 4: Ethics and Professional Standards in Cashiering
00:00
MODULE 2: TOOLS AND SYSTEMS IN CASHIERING
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Introduction
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Lesson 1: Cash Registers and POS Systems
00:00 -
Lesson 2: Handling Digital Payments and E-Wallets
00:00 -
Lesson 3: Use of Invoices, Receipts, and Official Documents
00:00 -
Lesson 4: Familiarization with Banking and Payment Platforms
00:00
MODULE 3: HANDLING CASH AND TRANSACTIONS
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Introduction
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Lesson 1: Cash Handling Techniques and Accuracy
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Lesson 2: Processing Sales, Refunds, and Discounts
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Lesson 3: Accepting and Processing Different Payment Methods
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Lesson 4: Preventing and Identifying Counterfeit Money
MODULE 4: CUSTOMER SERVICE IN CASHIERING
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Introduction
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Lesson 1: Communication and Interpersonal Skills
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Lesson 2: Handling Customer Complaints Professionally
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Lesson 3: Time Management and Efficiency in Transactions
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Lesson 4: Building Customer Trust and Loyalty
MODULE 5: CASH BALANCING AND REPORTING
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Introduction
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Lesson 1: End-of-Day Balancing Procedures
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Lesson 2: Preparing Cashier Reports and Sales Summaries
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Lesson 3: Recording and Reconciling Cash Shortages and Overages
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Lesson 4: Coordination with Accounting and Management
MODULE 6: SECURITY, FRAUD PREVENTION, AND RISK MANAGEMENT
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Introduction
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Lesson 1: Common Cashiering Errors and How to Avoid Them
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Lesson 2: Fraud Detection and Prevention Strategies
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Lesson 3: Loss Prevention and Asset Protection
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Lesson 4: Safety and Security Procedures in Cashiering
MODULE 1: INTRODUCTION TO CASHIERING AND TELLERING
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Introduction
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Lesson 1: Overview of Cashiering and Tellering Roles
00:00 -
Lesson 2: Key Differences Between Retail and Bank Cashiering
00:00 -
Lesson 3: Ethical Standards and Professionalism in Cash Handling
00:00 -
Lesson 4: Regulatory Compliance in Financial Institutions (Philippines)
00:00 -
Quiz 1
MODULE 2: CASH HANDLING TECHNIQUES
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Introduction
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Lesson 1: Receiving and Disbursing Cash: Procedures and Best Practices
00:00 -
Lesson 2: Counting Techniques and Currency Identification
00:00 -
Lesson 3: Handling Foreign Currency Exchange
00:00 -
Lesson 4: Managing Large Cash Transactions
00:00 -
Quiz 2
MODULE 3: TRANSACTION PROCESSING AND CUSTOMER SERVICE
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Introduction
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Lesson 1: Processing Sales, Payments, and Transfers
00:00 -
Lesson 2: Handling Deposits, Withdrawals, and Loan Payments
00:00 -
Lesson 3: Resolving Customer Discrepancies and Complaints
00:00 -
Lesson 4: Upselling Financial Products and Services
00:00 -
QUIZ 3
MODULE 4: BALANCING AND RECONCILING CASH DRAWERS
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Introduction
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Lesson 1: End-of-Day Balancing Procedures
00:00 -
Lesson 2: Identifying and Managing Discrepancies
00:00 -
Lesson 3: Auditing Cash Registers and Teller Stations
00:00 -
Lesson 4: Reporting and Documenting Daily Cash Transactions
00:00 -
Quiz 4
MODULE 5: SECURITY MEASURES AND FRAUD PREVENTION
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Introduction
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Lesson 1: Identifying Counterfeit Currency
00:00 -
Lesson 2: Common Fraud Schemes in Cashiering and Tellering
00:00 -
Lesson 3: Security Protocols and Safeguards
00:00 -
Lesson 4: Reporting Suspicious Activities and Fraudulent Transactions
00:00 -
Quiz 5
MODULE 6: PRACTICAL APPLICATIONS AND CASE STUDIES
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Introduction
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Lesson 1: Real-Life Simulation Exercises for Cashiering and Tellering
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Lesson 2: Problem-Solving in Cash-Related Scenarios
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Lesson 3: Group Discussions on Best Practices
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QUIZ 6
POST-ASSESSMENT
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Behavioral Assessment
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