The document outlines how to set up and run a school-based bank. It discusses preliminary steps like shadowing an existing school bank, finding a location and partner bank. Students are trained through interviews, manuals and simulations, and given roles like teller, loan officer and supervisor. The bank offers services like checking, savings, loans and check cashing. Electronic backups of paperwork are important for accuracy. At the end of each day, paperwork is settled and cash is replenished before reopening the next day.

1. How to Run a
School Based Bank
Silver Creek Financial Center
Mrs. Jennifer Glaser
Jared Glover and Drew Roberts

2. Silver Creek Career Academy Programs
 Sellersburg, IN
 750 students
 7 academies
o Finance, PLTW Pre-Engineering, PLTW Biomed, IT,
Communications, Theatre, Human Services
 Financial Center, Dragon Depot, Creek Café
 B.A.S.E. Camp, Venture Capitalist Luncheon, Chamber
of Commerce Business Expo, Resumes and Interviews,
Grand Opening, Job Shadowing, State Conference,
Panel of Entrepreneurs, New York City, Internships
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3. Brief Overview
 Preliminary Steps
 How to Train Students
 Job Responsibilities
 Types of Services
 Paperwork Overview
 Importance of Electronic Documentation
 Finishing the Day
 Simulation
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4. Preliminary Steps
 Shadow a school with a bank
 Find a location
 Find a partner in a local bank
 Utilize your advisory board
 Acquire funding
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5. Training Students
 Interviews
 Training Manuals
 Simulations
 Establish Positions and Chain of Command
o Teacher, President, Vice President, Supervisor (GT),
Loan Officer, Teller
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6. Job Responsibilities
 Teller
o Provides all account related services
o 4 shifts (during lunches)
 Loan Officer
o In charge of loan services (including interest)
 Supervisor
 Vice-President
 President
o Checks all paperwork for accuracy, solves problems
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7. Services Offered
 Student and Teacher Accounts
o Checking and Savings
 Check Cashing
 Loans
 Make Change
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8. Types of Paperwork
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9. Types of Paperwork cont.
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10. Types of Paperwork cont.
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11. Types of Paperwork cont.
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12. Types of Paperwork cont.
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13. Types of Paperwork cont.
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14. Types of Paperwork cont.
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15. Types of Paperwork cont.
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16. Types of Paperwork cont.
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17. Types of Paperwork cont.
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18. Types of Paperwork cont.
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19. Importance of Electronic Backup
 Excel Files for All Paperwork
o Creates a proficiency for students
 Double Check for Accuracy
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20. End of Day
 Record Teller Sheets on master settlement
 Balance GT
 Serves as a double check on tellers
 Replenish cash
 Prepare for the next day of business
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21. Review
 Preliminary Steps
 How to Train Students
 Job Responsibilities
 Types of Services
 Paperwork Overview
 Importance of Electronic Documentation
 Finishing the Day
 Simulation
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