CFTEA

Your Role as a New Banker

$99.00

Description

Are you a new to the banking world?

Do you need to develop the skills to be successful with customers and co-workers?

Or an experienced employee interested in improving your customer relations skills and professional skills for success?

If that’s the type of course you’re looking for, this is the one for you. You will find this course well worth your time and thoroughly enjoyable!

COURSE DESCRIPTION
All employees that represent their financial institution, whether on the front line or in the back office. Some employees are in the position to be the first person a customer sees – the face of the organization. Other employees deal with customers on the phone or email. All customer contact is critical to an organization’s success with its customers or members. Your Role as a New Banker is part of the Foundations in Banking Certificate. This course covers several points to becoming a successful and valued employee at your financial institution.

SECTION ONE – PROFESSIONALISM
➢ First Impressions are Important!
➢ Attitude
➢ Appearance
➢ Behavior
➢ Teamwork
➢ Organizational Skills
SECTION TWO – COMMUNICATION
➢ Speaking to be Understood
➢ Listening to Succeed
➢ Behaviors that Avoid Conflict
SECTION THREE – QUALITY CUSTOMER SERVICE
➢ What is Quality Customer Service?
➢ Positive Customer Responsiveness
➢ Satisfying the Difficult Customer
SECTION FOUR – PROMOTE YOUR FINANCIAL INSTITUTION’S PRODUCTS
➢ The Role of the Employee in Product Promotion
➢ Know Your Organization’s Products

Code: C1777SP
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