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:
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:
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:
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:
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:
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:
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:
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: