Description
QCTO Occupational Qualification, Form 4, Matrix Framework for Bank Customer Services Clerk – 101710
The purpose of this qualification is to prepare a learner to operate as an/a Bank Customer Services Clerk.
An/A Bank Customer Services Clerk A Bank Customer Services Clerk is the first port of call for customers entering the bank. They direct customers to the right department. They render a range of bank services (like releasing cards and cheque books; producing copies of bank statements; processing a request to stop payment on a cheque or debit order; verifying documents; reversing payments etc). They also receive and deal with customer queries and complaints, manage queues, walk the floor to identify problems, assist with all types of queries either face-to-face and telephonically. In addition, they promote banking products and services, minimise risk and work towards achieving customer satisfaction. All these activities are performed within a banking regulatory framework.
A qualified learner will be able to:
- Completing and processing banking services
- Achieving customer satisfaction
- Minimising risk in a banking environment
Note: The framework consists of the Knowledge Module Titles, Practical Module Titles, Workplace Experience Module Titles (if applicable to curriculum), Topics and elements – the developer is required to slot in the page numbers against each topic, topic element and codes which is provided in the framework.



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