Details

Certified Modern Banking Representative

Online Course: ID# 1006214

Price: $599.00

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Course Summary:

The course provides training that allows entry-level banking employees to develop in their careers and equips them to take on modern banking challenges with knowledge, confidence, and skill.

Course Details:

Certified Modern Banking Representative

Our Certified Modern Banking Representative is an entry-level certification for banking representatives that applies to a broad group of job seekers.

The course provides training that allows entry-level banking employees to develop in their careers and equips them to take on modern banking challenges with knowledge, confidence, and skill.

The course modules can be taken in any order, and you can download and print a Certificate of Completion upon completion of the course.

The Modules

All modules in this certificate program have an "Ask the Expert" feature that allows you to submit questions directly to an expert. Questions are answered as quickly as possible - usually within 24 hours.

Banking Today

Financial institutions are unlike any other business. To someone new to the world of banking, it can seem puzzling. However, financial institutions play a key role in maintaining thriving communities and economies. The welfare of the nation depends on the banking industry. In this course, learners will examine types of banking, customer groups, the business of banking, and the role of banks in a community.

Learning Outcomes:

Explain how employees, customers, and the community benefit from a financial institution
Provide insight into the economy of banking
Understand banking innovations and their impact on your organization
Understand how a financial institution displays profitability
Explain how organization structures differ within financial institutions and how the board, officers, and employees contribute to expanding relationships
Describe the methods used to safeguard banking relationships and funds

Fighting Fraud: Top Ten Scams Targeting Our Nations Seniors

Banking representatives play a key role in combating financial fraud and educating consumers about potential scams. In this course, learners will become familiar with the most common types of financial fraud scams, how to identify them, and how to report them.

Legal Foundations in Banking

As a vital part of the U.S. economy and a necessity for most Americans, the banking industry is subject to extensive regulation, and banking professionals must understand the legal and ethical responsibilities that come with their work. This course introduces learners working toward Modern Banking Representative Certification to the basics of banking law, exploring the agencies that regulate banking in the U.S. and the various federal laws that affect banking professionals' daily operations.

Learning Outcomes:

Outline the responsibilities of the federal agencies that regulate banking in the U.S.
Summarize federal laws that significantly impact the U.S. banking industry
Apply principles of ethical conduct in daily banking operations
Understand the function of appraisals in banking
Explain the basic structure of a contract and the significance of a breach of contract
Explain the mechanisms behind checks and other negotiable instruments
Identify the rights and responsibilities of bank account holders based on the titling of the account in question
Explain the responsibilities of banks in combating financial crime
Evaluate the potential impact of operations on a bank's reputation

Quality Service

Service representatives often act as the "face" of their organizations and play a critical role in delivering the best experience for every customer. In this course, learners will explore theories, strategies, and techniques for delivering quality service and building customer loyalty. This course is designed for service professionals with any level of experience who want to expand their knowledge, improve their skills, and increase their understanding of customer service.

Learning Outcomes:

Describe the benefits of providing quality customer service, identify internal customers, and identify how to help organizations excel
Apply best practices in customer service and employ the criteria required for a satisfactory customer experience
Describe the external and internal factors in a customer's experience and how these relate to the Voice of the Customer
Identify the benefits of bringing respect, emotional support, and a personal touch to customer interactions, and apply these practices to customer interactions
Differentiate between and recommend key performance indicators (KPIs) to enhance the customer experience
Identify different types of face-to-face communication, the critical success factors in face-to-face communication, and the benefits of actively listening to customers
Identify various remote customer service communication channels, e.g., online, phone, etc., and apply best practices for each channel
Take action to increase the loyalty of the customers served
Identify the benefits of customer complaints, the steps in the service recovery process, and analyze the moments of truth in real-life situations

Key Features Of This Comprehensive Program: