Call Now : 888.433.2666 or Contact Us

RSS
  • Filter
  • Switch to grid layout
  • Swtich to table layout
  Name SKU Description Category Additional data
Introduction to Banking

Seat Time: 1.75hrs - Desc:

This course will introduce the learner to the history of banking around the world, accompanied by an instructional video to bolster the learner’s understanding of eachconcept. Additionally, the course will educate the learner on how a bank’ experience, size, and future outlook help determine the learner’s role in the bank. After completing this program, the learner will understand:

  • The general ways in which a bank makes money.
  • Information on the layout of the interior of the bank, with details on the teller and platform areas, ATMs, vault services, and more.
  • The vision and value of banks.
Banking & Financial
Introduction to Branch Security

Seat Time: 0.75hrs - Desc:

This course will explore branch security, citing statistics and detailing all aspects of security. The learner will be exposed to breaches in security and how to react. After completing this program, the learner will be able to:

  • Utilize preventative measures against security breaches at the branch.
  • Adhere to security precautions and other measures.
  • Comply with laws and regulations to enhance the safety and security of employees, customers, information, and assets.
Banking & Financial
Introduction to Collections Seat Time: 2hrs - Desc:

This course will introduce the learner to the basic skills that are necessary in becoming a successful member of the institution’s Collections Department. The course will familiarize the learner with the various guidelines and strategies that make for timely and efficient collections. Upon the successful completion of this course, the learner will have a solid understanding of the following:

  • What delinquency is.
  • The various products offered by the institution and how they can affect the collections process.
  • How to make telephone calls to customers regarding collections.
Banking & Financial
Introduction to Communication Seat Time: 2.5hrs - Desc:

This course will introduce the learner to the skills and strategies that will ensure that clear and proper communication is used at all times at the organization.  The course will stress the importance of communication and will familiarize the learner with various aspects, including interpersonal skills, face-to-face communication, and communicating with teams. After completing this course, the learner will understand:

  • How perception can affect communication.
  • How communication can be used to influence and inspire other people.
  • How to overcome potential barriers to clear communication.
Banking & Financial
Introduction to Compliance

Seat Time: 1.5hrs - Desc:

This course will introduce the learner to the notion of compliance and the organization's commitment to adhering to laws and regulations surrounding compliance factors. The learner will also be exposed to the risks of non-compliance and the regulatory agencies involved. After completing this program, the learner will be able to:

  • Recognize regulatory agencies responsibility for the laws that affect the financial industry.
  • Understand the necessity for compliance and recognize the risks of non-compliance.
  • Apply commitment to compliance to customer relations.
Banking & Financial
Introduction to Human Resources

Seat Time: 1.75hrs - Desc:

This course will demonstrate the important role that human resources personnel play at an organization, and provide a detailed overview of the diverse array of responsibilities that is indicative a professional and efficient HR department. Upon successful completion of this course, the learner will understand:

  • How to efficiently evaluate an organization’s staffing needs.
  • Appropriate interviewing processes.
  • Techniques for developing effective orientation and training programs.
Human Resources
Introduction to Project Management

Seat Time: 2.25hrs - Desc:

This course will discuss project management and the importance of customer focus. This course will also introduce various steps in the planning and implementation process of project management. After completing this program, the learner will be able to:

  • Determine business requirements and balance features and delivery.
  • Plan for and integrate change.
  • Identify and maintain customer focus.
Professional Skills
Introduction to Wealth Management

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.
Banking & Financial