Modern University for Business and Science | Financial Services Specialist

Experienced sales staff, new accounts personnel and financial services representatives.

Objectives:

Provides more advanced skills for success in a sales

Environment

Enhances everyday business skills

Dealing in more efficiently with customers

Required Module:

Banking Today

Introduction to Relationship Selling

Building and Retaining Customer Relationships

Successful Sales Campaigns

Dealing Effectively with Co-workers

Introduction to Analyzing Financial Statements

If Selecting Retail (Track 1):

Fundamentals of Consumer Lending

Fundamentals of Mortgage Lending

Understanding Financial Planning

Introduction to Financial Planning Products

Referring Mutual Funds and Securities Customers

If Selecting Small Business (Track 2):

Fundamentals of Small Business Banking

Credit Products for Small Business

Calling on Small Business Customers

Servicing and Growing Small Business Relationships

Relationship Selling to Small Business Customers

Duration: 105 -117 Hours