Basic Banking Knowledge of Products and Service Webinar

When an employee has difficulty understanding the many kinds of products and services that may be provided to customers, it can be a challenging situation for the organization. Because there are so many options to choose from, it might be difficult for them to communicate the available options with a customer. To strengthen your business’s banking relationship with its customers, you must, however, ensure that it provides the appropriate products and services. Having the knowledge and education of each product and service may make a difference, and it has the potential to be a game-changer, which will result in a scenario in which everyone involved wins. When an employee is not knowledgeable about a product or service, they have a tendency to avoid having conversations about providing the appropriate product or service to customers.

There is a large number of employees who have never had the opportunity to gain the experience necessary to comprehend the fundamental advantages and features of the products or services that can make a difference in providing customers with the appropriate banking solution for their particular financial requirements. The foundations of banking products and services will be discussed in further depth during this webinar.

What You’ll Learn
  • Retail Banking vs Commercial Banking
  • Types of Personal Banking Products
  • Types of Business Banking Products
  • 80/20 Rule Technique
  • Keep things simple

Who Should Attend

Managers, Branch Managers, Assistant Branch Managers, Customer Service Representatives, Head Tellers, and Tellers can benefit from this webinar.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options


Carolyn D. Riggins
Carolyn D. Riggins

Carolyn D. Riggins is the founder and owner of CDR Consulting Services, LLC in Atlanta's Greater District, Georgia. CDR Consulting Services specializes in training, coaching, team development, and det... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Basic Banking Knowledge of Products and Service Webinar.25 Any AnyWebinarOn-Demand Carolyn D. Riggins$279.00 Register Now
Delivery Options

Webinars for Banks and Credit Unions

Live Webinar:

INCLUDES 30 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a phone for the audio. You can type and send your questions to the instructor.  And don’t worry if you miss the webinar, you can still view it for up to thirty days after it takes place!

Live Plus Twelve Months OnDemand Playback:

With this option, you will receive the live version, then you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The link will be available to you (and anyone else in the company) for up to twelve months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

Live, Twelve Months OnDemand Playback PLUS Digital Download:

By adding the Digital Download to your order, you will be adding access to make the webinar part of your training library.  You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides as well.  Access to the Digital Download is for the life of your library.

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