|
AIB - UNDERSTANDING BANK PRODUCTS
Delivery Methods: This course is
available in the following formats:
·
ABA eLearning Self-paced online course
Price: $95 members; $130 non-members ENROLL NOW
·
Understanding Bank Products - Textbook for in-house
training
Course Description: This course is designed to provide an overview of
the products and services offered by banks to meet the needs of consumers
and small businesses. Gaining knowledge of the range of products
offered by a bank will enable employees to recognize when a client has a
need and then suggest the appropriate product to meet that need. The bank product information contained in this course is
presented in broad strokes and describes the products from the perspective
of clients and their needs. Students also have the opportunity to
learn beyond the scope of the course with activities they perform on their
own.
Audience: Branch client-contact personnel with at least six
months experience, including tellers, new accounts representatives,
personal bankers, platform assistants and branch manager trainees.
Learning Objectives:
After completing this course,
students will be able to:
·
Describe
financial products in terms of features and benefits to the client
·
Identify
prospective clients for different categories of bank products and the clues
that signal client needs
·
Describe
business banking products features and benefits
·
Describe
financial products and services in a way that demonstrates a client focus.
Course Credits: AIB credits: 0.25
Questions: Call Elisa R. Legg at 212-297-1679 or email
elegg@nyba.com.
|
