The Retail Financial Accounts training course will provide the skills and knowledge required to identify customer needs and process financial accounts and transactions for customers in a retail financial organisation.
Retail Financial Accounts
( Duration: 3 Days )COURSE AGENDA
1
Identify customer account needs
2
Authorised personnel
3
Information is provided to customers
4
Open customer account
5
Information required for the opening of accounts
6
Organisational procedures
7
Accuracy and sufficiency
8
Transfer or close customer account
9
Administer the process
10
Provide a customer service
11
Process basic financial transactions
12
Administer the transaction process
Encarta Labs Advantage
- One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
- All courses are delivered by Industry Veterans
- Get jumpstarted from newbie to production ready in a matter of few days
- Trained more than 50,000 Corporate executives across the Globe
- All our trainings are conducted in workshop mode with more focus on hands-on sessions
View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php
Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.
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