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Financial Services Business Skills

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Product ID
tjhcfsbs_vod
Training Time ?
23 to 43 minutes
Language(s)
English
Video Format
High Definition
Required Plugins
None
Number of Lessons
7
Quiz Questions
20
Closed Captioning
Question Feedback
Wrong Answer Remediation
Lesson Bookmarking
Downloadable Resources
Course screen Course screen Course screen
Overview

There are a number of unique skills related to banking and financial services employees, particularly those in customer-facing roles, should keep in mind. This video training explores business skills for those working in financial services, focusing on business communication.

This video course educates viewers about communication skills needed for different types of business relationships. The course provides examples of what to do when things go wrong, customer service basics, tips for professionalism, and best practices for counting money.

Use this video to help your team communicate more effectively, address problems with confidence and ease, and deliver stellar customer service.

Video on Demand   This course is in the Video On Demand format, to read about Video On Demand features click here.

  • Install on any SCORM LMS
  • Full-screen video presentation
  • Print certificate and wallet card
  • You have 30 days to complete the course
Audience

All banking professionals or those working in financial services

Topics
The course presents the following topical areas:
  • Cross-Selling
  • Internal Communication Standards
  • External Communication Standards
  • When Things Go Wrong
  • Customer Service Basics
  • Professionalism
  • Counting Money

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