Certificate in Personal Banking

Canadian Securities Institute
Training overview
Program dependent
English
Next start date: Available to start now - Online

Course description

Canadian Securities Institute

Certificate in Personal Banking

In today's highly competitive personal banking space, employees who are committed to superior service and personal development are the ones who excel.

Who should attend?

The Certificate in Personal Banking (CPB) will be of greatest benefit to:

  • Tellers/customer service/financial service representatives who want to advance their careers and assume larger responsibilities
  • Retail banking professionals
  • Newly promoted individuals entering their first sales roles
  • Retail banking advisors seeking to strengthen their knowledge of lending and mortgages

Training Content

You will be able to:

  • Synthesize customer information to provide quality advice
  • Identify strategies for satisfying clients' investing, borrowing needs, goals and objectives
  • Build positive and profitable relationships through communication, trust and credibility
  • Establish a loyal client base through superior performance and service
  • Hone relationship selling skills
  • Identify and actively minimize risk

About supplier

Canadian Securities Institute

Canadian Securities Institute

The Canadian Securities Institute (CSI) has been setting the standard for excellence in life-long education for financial professionals for more than 45 years. CSI is part of Moody’s Analytics Training and Certification Services, which offers education programs and credentials throughout...


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