Products: Personal Banking Essentials
Personal Bankers must know all of the customer service skills of an employee who interacts with customers, but also must know about the compliance regulations for handling new business. Below, you'll find a list of all of our personal banking essentials-specific courses. For a complete view of all of our excellent training programs, download our catalog.
PROGRAM TITLE |
CATALOG # |
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| Fraud: All the Basics | RB-122 |
| Successful Customer Service & Sales | PB-105 |
| Determining Customers’ Needs | PB-104 |
| Rip-Offs: Preventing Cash-Based Scams | RB-124 |
| Confidentiality: Information Protection | RB-123 |
| In Control: How to Manage the Angry & Emotional Customer | CS-120 |
| Legal & Compliance Aspects of Deposit Accounts | PB-102 |
| I Didn’t Sign On to Sell! Series | ST-125-128 |
| How to Identify Suspicious Activities & Transactions | EC-126 |
| Overview of Key Deposit Regs | EC-130 |
| Robbery: Are You Ready? | RB-121 |
| Overview of Key Lending Regs | EC-128 |
| Security: Protection & Prevention | RB-107 |
| Understanding Personal & Business Banking Products | PB-101 |
| Preventing New Account Fraud: Customer Identification & Verification | PB-103 |
| Close Up on Fraud | BST-103 |
| Importance of Confidentiality | RB-101 |
| A Matter of Integrity: An Ethics Program for Bankers | ES-104 |
| Opening New Accounts: Compliance & Legal Responsibilities for Retail Accounts | SB-103A |
| Opening New Accounts: Compliance & Legal Responsibilities for Commercial Accounts | SB-103B |
| What is Check Kiting? | TT-105 |
| Key Communication Skills for the New Accounts Person | CS-109 |
Streaming Video e-Learning and Online LMS Training
With Digital University as an online education partner, 1st Financial Training Services offers more than 200 online courses made exclusively for banks and credit unions. Courses range from frontline staff basics to management-level courses. Choose from text-based courses, interactive streaming video courses or get both. It's the most comprehensive, best priced bank and credit union online training in the industry!
Learn more about Streaming Video e-Learning
Learn more about Digital University Text-Based Training
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- Teller Training
- Compliance
- Lending, Credit & New Business
- Security Training
- Personal Banking Essentials
- Customer Service
- Sales Training
- Essentials of Professionalism
- Motivation & Performance
- Management Issues
- Training Management Topics
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COPYRIGHT 2011 | 1ST FINANCIAL TRAINING SERVICES
1515 E. WOODFIELD RD, STE. 345, SCHAUMBURG, IL 60173 | TOLL FREE: (800) 442-8662 | FAX: (847) 969-0521 | EMAIL US