Introduction
This program covers topics on Sacco operations, member relations, financial transactions, and regulatory compliance. Participants will gain the necessary knowledge and skills to effectively serve Sacco members while ensuring financial accuracy, security, and ethical conduct.
Duration
5 days
Who Should Attend
- Tellers
- Cash officers
- back-office staff.
Course Outline
Course Objective
- Enhance participants’ skills that should enable them to perform the roles/responsibilities of a Teller in a Sacco environment to expected standards
- Develop strong interpersonal and member service skills.
- Enable participants to enhance their customer service skills and display service attitudes that lead to success.
- Efficiently process Sacco transactions, including deposits, withdrawals, and loan disbursements.
- Recognize and prevent common financial fraud and security threats in a Sacco environment.
Course Modules
Course Outline
Module 1: Introduction
- Organizational structure and governance
- Regulatory framework for Saccos
- Qualities of a Teller
Module 2 Customer Service Skills
- Effective communication
- Effective customer care
- Personal etiquette and professional ethics
Module 3: Transaction Processing
- Deposits and withdrawals
- Loan disbursements and repayments
- Account management and statement generation
Module 4: Sacco Security
- Fraud prevention and detection in Saccos
- Identifying and addressing internal and external security threats
- Anti-Money Laundering
Module 5: Ethics in Saccos
- Sacco code of conduct and professional ethics
- Handling sensitive information and data
- Reporting unethical behaviour and non-compliance
Related Courses
Course Administration Details
Methodology
These instructor-led training sessions are delivered using a blended learning approach and include presentations, guided practical exercises, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience as professionals and trainers in these fields. All facilitation and course materials are offered in English. Participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation and Airport Transfer
Accommodation and Airport Transfer are arranged upon request. For reservations contact the Training Officer.
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
Payment
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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