Online Courses Financial Compliance Banking Compliance Banking Phone Calls

Banking Phone Calls

Created by: HSI - Health & Safety Institute Top Author

5.0 1,536 views Prime

Last Updated 10/2022

English

Full Lifetime Access

Finish in
5 min! Run Time

Made for for
Employees
only

No Certificate
Provided

What you'll learn

Handle banking telephone calls efficiently and courteously

Use each call to build or strengthen a customer relationship

Resolve caller needs quickly without sacrificing accuracy

Skills covered in this course

banking safe banking HSI-ej4

FAQs

Description

Every phone call is a chance to build a new customer relationship or strengthen an existing one, so callers should get a fast, efficient experience.

What this course covers:

Why callers expect speed, efficiency and a quick resolution
Making a strong first impression over the phone
Handling urgent problems and information requests
Turning routine calls into stronger customer relationships

For bank staff who handle inbound customer phone calls day to day.

System Requirements

See System Requirements in the Coggno Knowledge Base

Author

HSI - Health & Safety Institute

2000 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

The course explains why callers expect speed, efficiency, and a quick resolution, setting the standard staff need to meet on every call.

It covers making a strong first impression over the phone, since the opening moments of a call shape how the rest of it goes.

Yes, it covers handling urgent problems and information requests, giving staff a way to manage pressure without losing the caller's confidence.

It covers turning routine calls into stronger customer relationships, treating even simple requests as a chance to build loyalty.

It's for bank staff who handle inbound customer phone calls day to day, rather than staff working exclusively face to face.

This course is designed for employees who need to complete Banking Phone Calls 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 5 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 Phone Calls

What you'll learn

Skills covered in this course

Overview