Bank On It! Workshop Module 1

What

Bank On It! Workshop Module 1

When

3/2/2015, 9:30 AM – 11:00 AM

Where

Room 107

Purpose
In the Bank On It module, students will learn about banking basics. They will learn about the types of financial institutions, why people use banks instead of “stuffing their money under the mattress, and the fundamentals of using bank accounts. This module also covers additional services a bank might provide, and the functions of bank personnel, so students have the tools they need to begin a relationship with a bank.
Objectives
After completing this module, you will be able to:
Identify the major types of insured financial institutions.
Identify five reasons to use a bank.
Describe the steps involved in opening and maintaining a bank account.
Describe two types of deposit accounts.
Identify additional bank services that come with deposit accounts.
Describe the main functions of the bank customer service representative, teller, loan officer, and branch manager.