Call Now : 888.433.2666 or Contact Us

RSS
  • Filter
  • Switch to grid layout
  • Swtich to table layout

Seat Time: 2hrs - Desc:

This course will discuss the “market focus” and how to analyze and segment a market. The learner will become acquainted with the process of setting goals, evaluating, adapting, and improving market value and wallet share. After completing this program, the learner will be able to:

  • Make business contacts and personalize messages.
  • Leave appropriate voicemails when working with phone prospects.
  • Evaluate and increase market share.

Seat Time: 1.75hrs - Desc:

This course will examine the strengths and skills of a sales leader. The learner will begin to understand the importance of sales coaching and motivators. After completing this program, the learner will be able to:

  • Implement various methods to motivate and encourage team members.
  • Coach team members into improving sales outcomes and statistics.
  • Utilize sales leader skills to the best of his/her ability.

Seat Time: 2.75hrs - Desc:

This course will consider the sales skills necessary for branch managers. The learner will examine the sales compass, including identifying the need, building the relationship, advancing the sale, and more. After completing this program, the learner will be able to:

  • Identify the need, build the relationship, and advance the sale.
  • Customize solutions, propose values, and overcome objections.
  • Close the sale and provide quality service.

Seat Time: 2hrs - Desc:

This course will introduce the learner to the role that security plays in keeping the branch, its customers, and employees safe. Learners will become familiar with theproper procedures for dual control, unlawful activities, frauds, and robberies, in addition to preparation practices for various emergencies. After completing this program the learner will understand:

  • Effective security practices and procedures.
  • Ways to identify cons and frauds.
  • How to properly use bait money.

Seat Time: 2.25hrs - Desc:

This course will outline the array of responsibilities afforded a Treasury Department by outlining the various markets in which those responsibilities take root. The learner will be able to compare derivatives, money, and Foreign Exchange markets while also exploring Treasury services and methods for cash management. After completing this program, the learner will be able to:

  • Differentiate between the various markets in which products are bought, sold, and traded.
  • Understand and implement procedures for cash management and forecasting as part of Treasury's responsibilities.
  • Adhere to responsibilities of a Treasury Department in regards to markets, customers, and the bank itself.

Seat Time: 1.75hrs - Desc:

This course will offer an overview of the duties and responsibilities of the Customer Service Officer (CSO). This course will also introduce the learner to aspects of confidentiality and professionalism, which should be adhered to at all times. After completing this program, the learner will be able to:

  • Perform the appropriate tasks and duties of the Customer Service Officer.
  • Act appropriately and professionally as a representation of the financial institution to the customer.
  • Understand and use cross-selling procedures and strategies to further customer relationships with the financial institution.

Seat Time: 2.25hrs - Desc:

This course will introduce the learner to the scope and process of the wealth management discipline, including how to group clients based by net-worth. Additionally, the course will teach the learner about the many resources available to wealth managers that allow them to best acquire clients, put together a prospectus, and analyze market trends. Upon successful completion of the course, the learner will have a strong understanding of:

  • The duties of the wealth manager.
  • Relationship building, communication, and presentation.
  • Performance measurement.

Seat Time: 3.75hrs - Desc:

This course will introduce the learner to the various bank products that s/he will encounter as a teller. Some of these bank products and services are checking and savings accounts, loans, IRAs, and negotiable instruments. After completing this program the learner will understand:

  • The differences between checking and savings accounts.
  • The different account add-ons.
  • The role of additional products and services, such as wire transfers, savings bonds, and safe deposit boxes.