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  Name SKU Description Category Additional data
Branch Managers Sales Skills

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.
Banking & Financial
Branch Security Situations

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.
Banking & Financial
Basic Treasury Management

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.
Banking & Financial
Bank Products

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.
Banking & Financial
Budgeting

Seat Time: 1.5hrs - Desc:

This course will introduce the learner to the various features of budgeting. The course will give an in-depth analysis of Generally Accepted Accounting Principles (GAAP), budget categories, and successfully handling budgets. Upon successful completion of the course, the learner will have a solid understanding of the following:

  • Understanding ratios.
  • Impacts on Finances.
  • Components of budgeting.
Professional Skills