What You'll Learn
Course Overview: This course is designed for anyone interested in learning more about the various types of consumer products and services.
Learning Objectives:
-
Understand the difference between a consumer product and a service
-
Understand consumer deposit, loan, and investment products
-
Recognize services related to bank deposits, loans, and investment products
-
Be able to identify other important consumer products, such as insurance, monetary instruments, and safe deposits
Audience: Customer Service Reps, Management, Tellers
Length of Course: This course takes approximately 45 minutes to complete.
*This course does NOT qualify, nor meet the National Standard for NASBA accreditation.
You Might Also Like
On-Demand Course
Account Officer Training on ACH/RDC Credit and Transactional Underwriting, Setting Exposure Limits and Performing Periodic Reviews
On-Demand Course
Many financial institutions struggle with setting appropriate exposure limits for ACH and RDC clients. This course explores NACHA-defined exposure, effective calculation methods, and best practices for setting limits. Attendees will also learn how to handle temporary over-limits and permanent lim...
Instructor: Terri Sands
299.00
Order Today
Role: Branch Operations
Credits: 1.2 AAP Credits
299.00
Order Today
On-Demand Course
Garnishments, Subpoenas, Levies, and Law Enforcement Requests
On-Demand Course
Federal law requires banks to periodically reassess their garnishment procedures. Financial institutions have a responsibility to determine where funds originated and if those funds are exempt from garnishment or levy. Customer-facing and back-office staff frequently receive garnishments, subpoen...
Instructor: Kelly Rozier
299.00
Order Today
Role: Branch Operations
299.00
Order Today
Interactive
Branch Security
Interactive
Course Overview: This course covers the purpose and goals of a bank security program, procedures for opening and closing, responding to bomb threats, and much more. Learning Objectives Define the purpose and goals of a bank security program Outline office security procedures from opening to clo...
89.00
Order Today
Role: Branch Operations
89.00
Order Today
On-Demand Course
Accountholder Death Requirements - Documentation, POD, POA, Checklist and More
On-Demand Course
Working with relatives of an accountholder who has recently passed can be difficult and emotionally trying. The situation becomes more stressful when banks and CUs are unsure of proper procedures to follow. This informative branch webinar guides frontline staff through the sensitive process of as...
Instructor: Dawn Kincaid
299.00
Order Today
Role: Branch Operations
299.00
Order Today