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  Name SKU Description Category Additional data
CSO Basics

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.
Banking & Financial
CU: Handling Different Types of Members Seat Time: 1.5hrs - Desc: Credit Unions
CU: Member Care for CSOs Seat Time: 3hrs - Desc:

This course will familiarize the learner with the proper procedures for servicing members as a CSO. The course will stress the importance of providing good service though the use of proper communication techniques and strategies for dealing with every type of member. After completing this course, the learner will understand:

  • The relationship between giving and getting respect with regard to member interactions.
  • How to gather information by asking the right questions.
  • How to provide satisfactory service to unreasonable members.
Credit Unions
Customer Care for CSOs

Seat Time: 3hrs - Desc:

This course will introduce the learner to procedures for providing customers with ongoing, positive experiences. Some of the procedures that this course will outline include communication through listening, phrasing and probing; proper telephone usage, and the various types of customers who will be encountered. After completing this program the learner will understand:

  • The importance of giving and getting respect.
  • How to properly communicate complex information.
  • How to provide appropriate service to customers with disabilities.
Banking & Financial
Customer Handling System

Seat Time: 2hrs - Desc:

This course will provide an overview of best methods for greeting and communicating with customers. The learner will become familiar with the appropriate interaction strategies and techniques. After completing this program, the learner will be able to:

  • Listen, understand, and address customer needs.
  • Determine document accuracy and identify the customer.
  • Finish the transaction and thank the customer.
Professional Skills
Customer Service Excellence

Seat Time: 2.5hrs - Desc:

This course will introduce the learner to the intricacies involved in becoming an effective customer-oriented employee. Additionally, it will explain how to define customer service, improve communication, resolve conflicts, and engage employees. Upon successful completion of the course, the learner will have a solid understanding of the following:

  • Frame of reference.
  • Proper telephone skills.
  • Handling everyday requests.
Professional Skills