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SoftSkills Financial Services Online Training Courses
ONLINE TRAINING
The competitive financial services market demands detailed product knowledge and high quality customer service. Eno’s Financial Services training provides a six-part series of courses that develops and enhances account representatives' abilities to work with the financial services industry. The collection is designed to improve the learners' customer service and sales skills as well as their knowledge of the legal aspects affecting the financial services industry. ENO offers award-winning, online financial services training courses for corporate and personal business development. Our extensive online financial services training library can help educate every member of your organization.

The unique design of Eno’s business training emphasizes learner initiative, self-management and experiential learning. Eno’s online course design begins with the definition of user-focused performance objectives and then proceeds to the selection and implementation of instructional strategies and learning activities appropriate for those objectives. This effective instruction model for Eno’s business training ensures the greatest level of comprehension and retention to ensure noticeable results!

At any time, contact an Eno Account Specialist to help you with your training needs, course outlines, and registration.

Financial Services Solution Areas:
 
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.
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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.
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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.
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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.
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