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Course/Product Description
Title:

The Banker Of The Future - Becoming A Universal Banker

SKU:WT-1002880
Format: Webinar
Description:

For a bank to be successful, not only must it bring in new business, it must also retain existing customers. Additionally, it must get these customers to use every financial product and service they truly need.

To reach these goals, there is a critical key, and that key is employees who are well trained, knowledgeable, and who understand the banking industry.

With this in mind, we see a change in the traditional role of employees. Employees’ roles are going from working in one area, such as new accounts, tellers, or customer service, to becoming well rounded and being able to work in multiple roles.

Accomplishing this task requires employees who understand why being versatile is so important, as well as commitment from management to provide employees with quality training so employees have more than brief exposure to the various roles required of a universal banker.

This program teaches supervisors and staff the expectations of a Universal Banker, plus skills needed to be effective in this role. Leave with a plan of action and specific tools to become a Universal Banker.

  • Why being a Universal Banker is Important
  • Pros and Cons of Being a Universal Banker
  • The Role of the Universal Banker
  • Skills Required of a Universal Banker
  • Steps an Employee Can Take to Gain the Skills Required
  • Avoiding the One Pitfall in Becoming a Universal Banker

Who Should Attend

Supervisors and staff will learn the expectations of a Universal Banker, plus skills needed to be effective in this role.

Your Presenter

John Baptista, Jr. combines over three decades of experience in the financial industry and business world, with specialties in management, and customer service. He links his experience with that of being a seasoned veteran as a consultant and presenter of a variety of programs. With a lifetime of customer relations and "real world" experiences, he brings a unique learning dimension to each of his programs. He is an alumnus of the University Of Southern California and the University of San Diego.

Licenses / Designations / Educational Credits:CEU
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Price: $265.00
More Info: Contact Us For More Information
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Currently Scheduled Dates For This Webcast
Course TitleDatePrice
The Banker Of The Future - Becoming A Universal BankerCD/On-Demand$325.00

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