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Business Management Courses

Occupational Certificate: Bank Customer Services Clerk


The Occupational Certificate: Bank Customer Services Clerk prepares students to excel as the first point of contact, providing exceptional service and meeting customers’ needs. Students will gain skills in directing customers, delivering bank services, and ensuring a smooth customer experience.

Bank Customer Services Clerks handle queries, manage queues, address issues, and assist customers in person and over the phone. Additionally, they will promote various banking products and services to customers, contributing to the bank’s growth. Students will focus on risk management in the banking environment, minimising risks for the bank and customers. They will aim for customer satisfaction by providing excellent service and addressing their needs.

Upon successful completion of this qualification, students will possess the following capabilities:

  • Complete and process banking services
  • Achieve customer satisfaction
  • Minimise risk in a banking environment

Embark on the Occupational Certificate: Bank Customer Services Clerk to acquire the necessary expertise and become a skilled professional in the banking industry, delivering excellent customer service and ensuring customer satisfaction.

Course code:


Accreditation status:

  • NQF Level 4 – accredited by the Quality Council for Trades and Occupations (QCTO)
  • SAQA ID: 101710
  • 51 Credits
Course duration:

12 months

Entry requirements:

Matric or any other NQF Level 4 Qualification with Mathematics or Mathematical Literacy


Knowledge Modules:

  • Workplace fundamentals
  • The banking industry and banking rules and regulations
  • Banking products and services
  • Security at banks
  • Customer service and satisfaction

Practical Skill Modules:

  • Complete and process banking services
  • Minimise risk in a banking environment
  • Achieve customer satisfaction

Work Experience Modules:

  • Completion and processing of services across all banking channels
  • Processes to achieve customer satisfaction
  • Processes to minimise risk to client and the bank
  • Meeting processes
Assessment and award:

Students are required to complete the following:

  • 5 Knowledge Module assignments – 160 hours
  • 3 Practical assignments – 140 hours
  • 4 Workplace assignments – 210 hours
Eligibility requirements for the external summative assessment:

The Bank Seta is the assessment partner and will conduct the external exams. In order to qualify for the external summative assessment, learners must have a copy of a completed and signed Statement of Work Experience as well as proof of successful completion of the Knowledge, Practical, and Workplace Modules.

Upon completion of this course, students will be awarded an Occupational Certificate: Bank Customer Services Clerk  from the QCTO.

Articulation options:

Horizontal Articulation:

Further Education and Training Certificate: Banking at Level 4 (ID 00185).

Vertical Articulation:

National Certificate in Banking at Level 5 (ID 61589).



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