Pathway
Banking
Banking youth apprentices provide account services to customers. They also gain skills in business processes, lending and marketing.
Length of the Apprenticeship: One or two years
Job Competencies
Year 1: Youth apprentices must complete a total of 24 competencies. Twenty-two must be from the list below. If necessary, employers can substitute up to 2 competencies with other occupationally appropriate skills. Those skills should be added to the competency list for assessment.
Year 2: Youth apprentices must complete a total of 10 competencies. Nine must be from the list below. If necessary, employers can substitute 1 competency with another occupationally appropriate skill. That skill should be added to the competency list for assessment.
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YEAR 1 Competencies
- Process transactions
- File transactions
- Follow cash management/handling procedures
- Process cash deposits
- Process check deposits
- Process withdrawals by cash
- Process check transactions with cash back
- Process transfers between accounts
- Respond to customer account inquiries and requests
- Perform end of day drawer balance
- Issue cashier’s/official check or money order
- Educate customers on additional financial institution products and services
- Follow security procedures
- Process night depository and/or incoming postal mail
- Place stop payment on check or ACH (automated clearing house)
- Investigate and resolve customer problems
- Process cash advances
- Change customer name or account title
YEAR 2 Competencies
- Close deposit accounts
- Open deposit accounts
- Process credit card or loan payments
- Respond to customer basic loan account inquiries
- Collaborate with marketing team efforts
- Assist to open new checking account
- Assist to issue certificate of deposit
- Order credit reports
- Assist to pre-approve consumer loan customer
- Redeem US Savings Bonds
Related Instruction
Students must enroll in 1 High School Credit or 3 College Credits of related instruction each year they participate in the Youth Apprenticeship program.
Purpose of Related Instruction
The purpose of choosing a related instruction course is to ensure students are learning technical and academic skills that support the student's ability to perform their work tasks. This should be done concurrently with on-the-job training to make relevant connections between learning competencies and work.
Choosing Related Instruction
You will collaborate with your YA Coordinator and School Counselor to determine the most appropriate option for related instruction. A course within your high school directly related to the career pathway is ideal, especially if dual credits and/or hours related to a potential registered apprenticeship are offered.
If there is not a directly related course in your school district, related instruction in the same career cluster is also acceptable.
If there is not a course within that career cluster in your school district, you may request to register for a college course through the Start College Now program with a local technical college, Early College Credit from a local university, or from an alternative provider such as Destinations Career Academy.
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High School and College Courses
- Personal Financial Literacy/Financial Planning
- Accounting
- Microsoft Office
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High School and College Courses
- Personal Financial Literacy/Financial Planning
- Accounting
- Microsoft Office
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- Microsoft Office
- Accounting
Post Secondary
There are numerous opportunities to continue your education after completing the Youth Apprenticeship program.
Registered Apprenticeships
Registered Apprenticeships in the Finance pathways are not currently available.
College and University
- Completion of a Youth Apprenticeship fulfills college admission requirements across the UW System. Click here to learn more Universities of Wisconsin.
- Wisconsin Technical College System.