Account Specialist

Account Specialist

Who Should Attend?

Entry-level sales staff, new accounts personnel, and financial services representatives  


This certificate covers:

  • Provides entry-level sales staff with foundational knowledge of banking products offered to bank customers.
  • Sales and interpersonal skills needed to initiate those sales.
  • Enhances personal business skills
  • Choose the certificate requirements
    Required Module:

  • Banking Today
  • Telephone Etiquette
  • Business Etiquette
  • Revitalizing Customer Service
  • Introduction to Relationship Selling
  • Writing Bank Correspondence
  • Managing Time at Work

  • If Selecting Retail (Track1):

  • Cross-Selling Deposit Products
  • Consumer Credit Products

  • If Selecting Small Business (Track 2):

  • Fundamentals of small Business Banking
  • Deposit Products and services for small Businesses

  • Duration: 93 Hours


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