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  Name SKU Description Category Additional data
Branch Managers and Business Development

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.
Banking & Financial
Branch Managers are Sales Leaders

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.
Banking & Financial
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

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