Details
1 Develop an expertise on how banks organize to achieve their goals.
2 Understand bank challenges in the financial marketplace and trends like to affect the future of banking.
3 Identify features of consumer credit products.
4 Recognize the importance of ethical practices in banking and identify the regulations that prohibit unethical practices in banking.
5 Gain 35 NASBA Credits.
»» Investment Managers
»» Wealth Managers
»» Department Heads
»» Family Office Managers
»» Relationship Managers
»» Trust Managers
»» Banking Today
»» Building and Retaining Customer Relationships
»» Consumer Credit Products
»» Cross-Selling Deposit Products
»» Dealing Effectively with Co-Workers
»» Effective Client Referrals
»» Effective Written Communication
»» Ethical Issues for Bankers
»» Fundamentals of Consumer Lending
»» Fundamentals of Small Business Banking
»» Introduction to Relationship Selling
»» Introduction to Analyzing Financial Statements
»» Managing Time at Work
»» Teleconsulting
»» Understanding Bank Products
Outline
Banking Today
»»The essential principles, concepts and operations of
banking.
Fundamentals of Small Business Banking
»»Descriptions of small business client characteristics,expectations, and business operations to develop and sustain successful small business relationships
Fundamentals of Consumer Lending
»»Consumer credit including terminology, categories of credit, and credit worthiness. The application process and the actions required to ensure bank compliance with regulations
Understanding Bank Products
»»An overview of the products and services offered by banks to meet the needs of consumers and small businesses
Managing Time at Work
»»How to make your time at work more productive
Dealing Effectively with Co-Workers
»»Information about social behavioral styles and how the different styles affect communication among co-workers.
Ethical Issues for Bankers
»»The general guidelines that determine banking ethics,and introduces the ethical framework to perform upright decision-making
Consumer Credit Products
»»Explaining the definitions of consumer credit terms to assist in discussions with clients. The growth and demand of non-real estate related products such as credit cards, personal loans, personal lines of credit, and auto loans. The real estate related terms for home equity loans, home equity lines of credit, and loan to value ratios, and how to calculate the maximum
loan amounts.
Introduction to Relationship Selling
»»How to improve selling abilities and pay attention to client needs and expectations.
Building and Retaining Customer Relationships
»»How to start, manage, and execute a sales portfolio Cross-Selling Deposit Products
»»The logical steps for selling deposit products effectively.
Effective Client Referrals
»»How to provide valuable and effective referrals for core bank products such as deposit accounts and loans
Tele-Consulting
»»A planning strategy for professional bankers to prepare and make calls to clients in the most professional manner possible.
Effective Written Communication
»»Techniques and tools on how to write clearly and competently for business professions
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