Course description
Certificate in Personal Banking
In today's highly competitive personal banking space, employees who are committed to superior service and personal development are the ones who excel.
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Upcoming start dates
1 start date available
Who should attend?
The Certificate in Personal Banking (CPB) will be of greatest benefit to:
- Tellers/customer service/financial service representatives who want to advance their careers and assume larger responsibilities
- Retail banking professionals
- Newly promoted individuals entering their first sales roles
- Retail banking advisors seeking to strengthen their knowledge of lending and mortgages
Training content
You will be able to:
- Synthesize customer information to provide quality advice
- Identify strategies for satisfying clients' investing, borrowing needs, goals and objectives
- Build positive and profitable relationships through communication, trust and credibility
- Establish a loyal client base through superior performance and service
- Hone relationship selling skills
- Identify and actively minimize risk
Reviews
Canadian Securities Institute
625 René-Lévesque Blvd West, Suite 400
H3B 1R2 Montreal Québec
Canadian Securities Institute
The Canadian Securities Institute (CSI) has been setting the standard for excellence in life-long education for financial professionals for more than 45 years. CSI is part of Moody’s Analytics Training and Certification Services, which offers education programs and credentials throughout...
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