Banker Training Material

SchoolBank ChampsDuration: 15 min

To be done by Banker Himself

My Savingsa) Needs and Wants b) Saving Money c) My Account d) Saving Resources

Our Community a) Our Rights b) Rights in Community c) Our Clean Community d) Recycling

Our Enterprise a) Teamwork b) Choosing an Enterprise Idea c) Enterprise versus Child Labour

My Life Goals

Our Financial Management a) Intro to Budgetingb) Budgeting to Savec) Financial Responsibilityd) Action PlanningUnit :2

Unit :3Unit :1

Unit :4

What is SchoolBank Champs?• SchoolBank Champs is a Financial Literacy Program where each Branch

will adopt one school in their vicinity and conduct a 4 day Financial Literacy Course.

• The Banker will go to school only 3 times during the whole course.• The School Teachers will conduct the 4 classes training to students

using Flipchart

Course Curriculum

Program Execution Process

School AdoptionEach Bank Branch Will

Adopt a School

Teacher Training

The School teacher will be trained through 20 min

presentation course.

Student Training

The teachers will train the Students using a

presentation and Flipchart

Account Opening

The Accounts of the students will be opened by

the bankers.

What’s in it for Stakeholders?

Stakeholders Interest

Children

- Learn Financial Literacy- Open Accounts

- Start to Save

Teachers

- Exposed to Financial literacy

- Life Changing course for students

Bankers

- Open Accounts- Ensure that students

start transacting

Roles of Bankers

1

• Coordination with SchoolTalking to Principal, Convincing them about the program, ensuring that the program is taken seriously by the teachers.

2

• Training the TeacherTeachers will be trained using ppt or flipchart and equip them to teach the students.

3

• Opening Bank Accounts for Students and Facilitate SavingsThe Bank Accounts will be opened and debit cards will be given to students. They will explain about their use and safety. The Bankers will facilitate and encourage the children to save.

5

• Quiz and Goodies DistributionThe Banker on completion of the course will distribute the goodies to the students and give awards.

Visit Plan for Banker: Day 0 – Mapping

• Activities:

• Expected Outcomes:– A complete roadmap and detail of when and what class will be

conducted.– The Dates and times of further visits are finalised– A facility for the teachers training for 20 min will be decided.– He also makes sure that the school takes it seriously

• The Banker will visit a school in their vicinity, meet the Principal and explain about SchoolBank Champs

Explain to Principal

• He will coordinate with the Principal and set up the next meeting.Set up Next

Meeting

Communication about SchoolBank to Principal

• SchoolBank Champs is a Financial Literacy Program which their teachers can teach to the students.

Introduction

• This will help the school children become more financially independent and hence more successful in future

Motivation

• This will not take a lot of time. It’s a 4 session course

Short Duration

• The School will be recognized as a Financial Literacy Center of ExcellenceBenefits

Visit Plan for Banker: Day 1

• Activities:

• Expected Outcomes:– The teachers know why to teach this and are motivated– The teachers know how to use the content material to teach the students– The teachers know what are the key points that the students should

understand.

• Introduce the SchoolBank Champs and train the Teachers using the Teacher Training Material

Teacher Training

• The Banker will give one flipchart of Student Training Material to each teacherGive flipcharts

• If possible can also meet all the children and introduce the SchoolBank Champs. Also tell them about the prizes to be won in competition after the course.

Meet Students

Important Communications to Teachers

Motivating Teachers:

• Communicate motivations clearly to Teachers as to why they should do this course:• Financial Independence for

Students will be life changing• Smarter Self-Dependent

Students• A small size of course that can

easily be consumed

Active Learning Methods:

• The Course uses Active Learning. Features of Active Learning• The teacher talks little while the

major discussions are done by students

• The focus is on learning by doing, hence small activities to engage the students can be done.

• Some of the activities need to be coordinated properly. Details about those activities need to be communicated and demonstrated properly to teachers.

Visit Plan for Banker: Day 2

• Activities:

• Expected Outcomes:– The Students accounts gets opened up, and they get a

Passbook/Debit Card– Children are motivated towards savings and they can save

• The banker will go and open the accounts of the studentsAccount Opening

• If possible can meet the students and ask them what they learnt on SchoolBank Champs

Progress Update

Important Communications to Students

Pre-notify Opening Accounts

• It is best to pre-notify your visit for opening the accounts to the school, so that the school can announce the students that their accounts will be opened.

Account Opening Requirements

• Before going, notify the school and children about the documents the children have to bring. This will enable you to easily open the accounts in a single visit.

Visit Plan for Banker: Day 3

• The Banker will take a small quizQuiz• The Banker will distribute the goodies to

the students who have won in the quiz.Goodies

Expected Outcomes:- The students are left with good note of the program- The quiz gets finished off properly and the students get goodies.

Activities:

Important Points to Note

• A small Quiz needs to be planned for the students. In case of small schools, you can take the whole school at one go, in case of large schools, you can ask the teachers to conduct the quiz classwise.

Quiz

• You can distribute co-branded goodies to the winners of the quiz.Goodies

Glossary

Digital Applications

• www.schoolbankchamps.com• For managing the Teachers and others details

like attendance and account opening.Web Portal

• https://goo.gl/l5gWIJ• For Mobile Based Management of School and

Teachers

SchoolBank Manage

Android App

• https://goo.gl/ZsENzQ• For the Course and Discussions

Champ Money

Android App

Using the Web App

• You (Branch Manager) can go to www.schoolbankchamps.com

• Click on “Get Started” on the top.

• On the Screen, enter your phone number, username or email id. Remember to enter the phone number or email id that you have provided in the mapping.

Using the Web and Mobile App

Case 1: If the phone number is given during mapping, then you will get the following screen:

Using the Web App

If you login for the first time, you will get the following screen

Using the Web and Mobile App

Case 2: If the phone number is not same, or you are not registered you will get the following screen

You will need to select Branch Manager in the Dropdown column.

Using the Web and Mobile App

In the next screen, Complete the Following Details.

Note your request will be sent to the bank admin to approve.Only after approval, you can login.

On approval, you will get a message

Using the Web and Mobile App

On Completion you will get the following message. Since you have registered as Branch Manager, your approval is sent to Bank Admin. He will look into it and confirm. To expedite the process, please get in touch with the Bank Admin.

Using the Web and Mobile App• Once you Login, you will see the following

Dashboard.

School Mapping• On Clicking School Mapping you will get

School Mapping• On Clicking School Mapping you will get

Add Class Here

Select ClassAdd Teachers Add Students

Open Account

Add certificates

Using Champ Money Android App

• You can download the Champ Money Android App at https://goo.gl/ZsENzQ

• This application will help you to get the course materials, and also a regular updates in the finance.

• Just enter your Phone Number or Email-Id and you will be able to login.

• In case you are not registered please register.

• If you are facing any issues, do let us know at contact@schoolbankchamps.com