Let's face it: If you were to list every bank or credit union in your community, they pretty much have the same products and services: savings, checking, loans, business accounts, and more.
This means that the real difference maker is you. And when it comes to their financial future, people will rely on someone they genuinely trust. Someone that's looking out for them. Someone that can help them. And that someone is YOU!
You want to provide the best service for your customers or members. You want to find ways to help them save money, save time, and make their lives better. But you don't want to "sell". You don't want to be pushy. You just want to help those that you serve.
Whether you are with a community bank, credit union, or other financial services provider, you know how important trust and relationship building is. And that's exactly what this course is. This course is formatted as a self-paced online course with a series of short training videos less than 15-minutes each and a training guide.
How This Course Helps You and Your Organization:
By investing in this course, organizations can help employees create stronger customer/member relationships, improve service experiences, build loyalty, and become trusted financial partners in their communities.
Topics Covered:- How to build rapport and trust
- How to ask good questions
- How to listen
- How to make recommendations
- How to follow up
How The Course Works: - This is a self-paced course that you take at your leisure from your home or office; it should take approximately 10 to 15 hours to complete
- Upon registration, you will receive an email with course access instructions
- You will have 6 weeks to complete the course materials
What You Receive:- Access to short, "bite-sized" training videos and guided instruction!
- A workbook to walk through alongside each video
- A final assessment
- Upon successful completion of the course, you'll receive an official grade report, highlighting your commitment to ongoing banking education
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