SoftSkills Financial Services Online Training Courses
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Customer Service in the Financial Services
Industry - When working within account management and financial service environments
there are many factors that need to be carefully recognized in order to keep things running smoothly and to adequately
satisfy customers. Financial customer service is special because its customers are taking bigger risks and therefore
come with greater stresses. It is important to know exactly who your customers are and how to fulfill their requirements
so that you can meet their needs and exceed their expectations and our online training can help.
With Eno’s Online Customer Service Management in Financial Services Training, professionals will get the chance
to see how their service environment can have a drastic effect on company growth and profitability and the ways
to build confidence and create employee empowerment. Our online training will go over the different forms of effective
communication, such as listening and/or questioning skills. ENO will also help you to identify why financial service
customer management is unique, along with the best ways to identify and serve your customers with optimal results.
Click here for additional info
Financial Services for New Account
Representatives - For financial planners that are working within the financial
services industry there are many factors that need to be scrutinized in order to keep things running smoothly and
to sufficiently assure customers of the right path for them. You need to be familiar with investing and have an
understanding of product availability so you can offer your customer viable options. It is important to know exactly
who your customers are and how to fulfill their requirements, their needs and exceed their expectations and our
online training can help.
With CBT Directs Online Financial Planning and Financial Services Training, professionals will get the chance to
see how their service environment can have a drastic effect on company growth and profitability and learn about
the legalities that should be observed when managing a financial account. Our online training will go over the
different forms of effective communication, such as listening and/or telephone skills. CBT Direct will also help
you to identify why financial planning is unique, along with the best ways to identify and serve your customers
with optimal results. Click here for
additional info
Retail Banking Essentials - Consumers are becoming more and more dependent on financial services and it is important for financial
planners to be prepared to assist them with their individual needs. This means having extensive knowledge of financial
services, products and both credit and trust solutions. You need to be able to help them set and achieve their
financial goals and make decisions on when a customer needs to be referred out. Our online training will cover
all of this and more.
Our online training will discuss how to handle situations that call for outside broker-dealers on top of the methods
used for handling customer credit options. Professionals will learn how to effectively answer any questions their
customers may have as well as utilize networking opportunities. From trust services to funds and annuities, ENO
will teach you the banking essentials that can help a financial planner stay on top of things and keep their customers
satisfied. Click here for additional
info
Security Issues for Financial Institutions - When dealing with financial services, customers want to ensure that their banking or investment
portfolios are in the safest hands possible. Every time you turn on the television or read the newspaper you can
see that your money is swimming in perilous waters. Fraud, bank robberies and identity theft seem to be everywhere
making it hard for customers to feel comfortable handing their money to anyone. The key to ensuring that you and
your customers are safe is to be prepared for the possibilities of the unexpected, and our online training is designed
to do just that.
Fraud, embezzlement, theft, hostage situations and the fear’s that come with involving technology for the transfer
of funds are all issues that our students will observe. ENO will go over personal safety concerns for front-line
personnel along with the dangers involved with ATM’s and customer safety. Within our course, your company’s financial
services will become safer for you and your customers because you will learn what you need to know to be prepared
for what’s to come and prevent what doesn’t have to be. Click here for additional info |
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For organizational purchases, please send us a message at salesinfo@eno.com or complete and submit this form.
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