Understanding Bank Products
Understanding Bank Products is designed to give students an overview of the products and services offered by banks to meet the needs of consumers and small businesses. Gaining knowledge in the range of products offered by a bank will enable students 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.
| Price | $130 Nonmembers / $95 Members |
| Course Credits | AIB: 0.25 ; ICB: 0 |
| Prerequisites | None |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
The course is designed for branch client-contact personnel with at least six months experience. Those who would benefit most include 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
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.