Financial Services Representative

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Community and Technical College

Occupational Endorsement

The financial services representative program provides education and training to qualify students for customer service and teller positions in banks, credit unions and other financial institutions. This 15-credit occupational endorsement may be earned in one semester and represents half the credits required for the applied business management certificate in finance. Upon completion of the course work, students may enroll in BA F253 for an optional additional 1-3 credits and get practical work experience in a financial institution.

This program is open to students who can document a high school diploma or GED. To be hired in any financial institution, graduates must be able to pass credit and criminal background checks. Applicants must be 16 years old to be admitted.

Complete the following admissions requirement:

  • Be at least 16 years old by the first day of the semester in which you are admitted.

Minimum Requirements for Occupational Endorsement: 15 credits

Students must earn a C- grade or better in each course.

General University Requirements
Complete the general university requirements.
Occupational Endorsement Requirements
Complete the occupational endorsement requirements.
Program Requirements
ABUS F233Financial Management3
ABUS F155Business Math (or MATH F100-level or above)3
ABUS F154Human Relations3
or ABUS F175 Customer Service
Complete 6 credits from the following:6
Principles of Banking
Personal and Business Finance
Introduction to Investing