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Financial Services Business Skills

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Preview Video
Product ID
Training Time ?
23 to 43 minutes
Video Format
High Definition
Required Plugins
Number of Lessons
Quiz Questions
Closed Captioning
Question Feedback
Wrong Answer Remediation
Lesson Bookmarking
Interactive Producer
Mastery Training Content Network
Original Content Producer
The Jeff Havens Company
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There are a number of unique skills related to banking and financial services employees, particularly those in customer-facing roles, should keep in mind. This video training explores business skills for those working in financial services, focusing on business communication.

This video course educates viewers about communication skills needed for different types of business relationships. The course provides examples of what to do when things go wrong, customer service basics, tips for professionalism, and best practices for counting money.

Use this video to help your team communicate more effectively, address problems with confidence and ease, and deliver stellar customer service.

Video on Demand   This course is in the Video On Demand format, to read about Video On Demand features click here.

  • Install on any SCORM LMS
  • Full-screen video presentation
  • Print certificate and wallet card
  • You have 60 days to complete the course

All banking professionals or those working in financial services

The course presents the following topical areas:
  • Cross-Selling
  • Internal Communication Standards
  • External Communication Standards
  • When Things Go Wrong
  • Customer Service Basics
  • Professionalism
  • Counting Money

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