Description
Designed for branch client-contact personnel with at least six months experience.
Courses*
*Only available as a suite
- Understanding Your Customer
Explores ways to listen for customers’ clues and recognize their needs in order to confidently offer bank product features and benefits during product presentations - Consumer Checking Accounts
Explores the common banking activities of customers to confidently offer checking account features and benefits—and other related services—during product presentations - Consumer Credit Products
Covers the difference between secured and unsecured consumer loans, installment loans, revolving lines of credit, and how consumer credit products benefit clients - Consumer Credit Products: Home Secured
Covers the features of home-secured consumer credit products and for what situations customers can use them - Consumer Savings Accounts
Explores the common banking activities of customers to identify the target audience for savings account products and their related features and benefits
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- Consumer Retirement, Investments and Insurance Products
Covers distinguishing factors of the two types of IRAs, such as who can contribute, when distributions must occur, and tax consequences, as well as bank investment services and products, and insurance products - Trust Products and Services
Covers the features of different trust products and estate planning services and explains how to identify prospective customer who may benefit from them - Digital Products and Services
Provides details concerning digital products and services that allow customers to save time and bank remotely, including PFM tools
- Consumer Retirement, Investments and Insurance Products