Online Courses Financial Compliance Banking Compliance Banking Customer Interactions

Banking Customer Interactions

Created by: HSI - Health & Safety Institute Top Author

1,163 views Prime

Last Updated 10/2022

English

Full Lifetime Access

Finish in
6 min! Run Time

Made for for
Employees
only

No Certificate
Provided

What you'll learn

Greet and guide branch visitors in a way that sets a positive tone

Reduce the intimidation customers can feel entering a bank

Manage in-person interactions that shape the wider relationship

Skills covered in this course

banking safe banking HSI-ej4

FAQs

Description

Walking into a bank can feel intimidating, and the way you greet and guide each visitor sets the tone for the whole relationship.

What this course covers:

Greeting customers and making them feel welcome
Dress code, appearance and a professional presence
Offering assistance and referring customers appropriately
Helping new customers and recovering unsatisfactory experiences

Built for tellers and branch staff who interact face to face with bank customers.

System Requirements

See System Requirements in the Coggno Knowledge Base

Author

HSI - Health & Safety Institute

1960 Courses

Making the Workplace Safer and Smarter

HSI (Health & Safety Institute) is a recognized leader in Environmental, Health and Safety (EHS) and workforce development software, training, and compliance solutions.

HSI is your single-source partner for EHS, Compliance, and Professional Development solutions. HSI provides integrated e-learning content, training solutions, and cloud-based software designed to enable your business to improve safety, operations, and employee development. Across all industries, we help safety and technical managers, human resources, first responders, and operational leaders train and develop their workforce, keep workers safe, and meet regulatory and operational compliance requirements. We are a unique partner that offers a suite of cloud-based software solutions including learning management, safety management, chemical SDS management, and more, integrated with our content and training so businesses can not only monitor and manage multiple workflows in one system, but train employees via one partner.

Frequently Asked Questions

It focuses on how tellers and branch staff greet and guide each visitor, since that sets the tone for the whole customer relationship.

Yes, it covers dress code, appearance, and a professional presence, alongside how staff greet and welcome customers.

It covers offering assistance and referring customers appropriately, plus helping new customers get oriented at the branch.

Yes, it covers recovering unsatisfactory experiences, giving branch staff a way to turn around an interaction that started poorly.

It's built for tellers and branch staff who interact face to face with bank customers, rather than back-office or phone-based roles.

This course is designed for employees who need to complete Banking Customer Interactions training

Yes. This course is designed to meet applicable federal requirements and commonly mandated state standards. Always confirm specific state or industry requirements with your local regulations.

The course takes approximately 6 minutes to complete and can be paused and resumed at any time.

No. This course does not include a certificate of completion.

Yes. You can assign this course to individuals or groups using Coggno’s LMS, or purchase multiple seats for your team.

Yes. This course can be exported for delivery in most learning management systems (SCORM compatible).

Yes. The course is fully self-paced and available 24/7.

Yes. This course includes a knowledge check to reinforce learning and verify completion.

Learners have lifetime access from the date of purchase.

Yes. A preview is available so you can review the course format and content before purchasing.

Yes. Content is reviewed and updated as regulations and best practices change.

Yes. This course is available for free with an active Prime Subscription.

Yes. Refund requests can be submitted within 30 days of purchase.

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Banking Customer Interactions

What you'll learn

Skills covered in this course

Overview