Account Specialist
Who Should Attend?
Entry-level sales staff, new accounts personnel, and financial services representatives
Objectives:
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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