Privacy for Customer Service Representatives
This course focuses on privacy responsibilities that Customer Service Representatives face each day. It explains Regulation P that requires financial institutions to disclose the categories of nonpublic personal information that might be shared with third parties. This course helps Customer Service Representatives to understand how and why consumer information is shared so they can educate customers and address their concerns. The course also covers how to keep customer nonpublic information out of the public eye in a bank work setting.
| Price | $50 Nonmembers / $35 Members |
| Course Credits | AIB: 0 ; ICB: 0 |
| Prerequisites | None |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
Customer Service Representatives who service clients on a daily basis.
Learning Objectives
After completing this course, students will be able to:
- Explain the requirements of Regulation P
- List the benefits of information sharing for your clients
- Describe how to safeguard customer information in your workplace
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.