Table of Contents

Compliance Training

• AML Compliance for Tellers
• AML Compliance for Money Transmitters
• AML Compliance for Money Transmitters (Spanish)
• Customer Information Regulations (Payday Advance)
• Fair Debt Collection & Unfair Practices (Payday Advance)
• AML Compliance for Managers
• AML Compliance for Tellers (Spanish)
• Lending Regulations (Payday Advance)
• Sexual Harassment
• Sexual Harassment for Supervisors

Job Skills Training

• Behavioral Assessments
• Cash Drawer Balancing
• Check Cashing
• Counterfeiting & Forgery
• Cross Selling
• Customer Service
• Ethics
• Frauds and Scams
• History of Pawn
• Money Handling
• Pawn 101
• RiskCheck
• Robberies

Cross Selling

Course Code: 06F1R5.3

Overview:

To be competitive in today's financial services marketplace, financial service centers must offer their customers a range of financial products and services. This course introduces you to the variety of products and services offered by financial service centers. It also reviews basic cross selling and communication skills needed to build long-term customer relationships.

Duration: 1-1/2 hours

Objectives:

• Explain the importance of building customer relationships by means of cross selling products and services.
• Describe the features and benefits of a variety of products and services offered by financial service centers.
• Interpret clues and identify customers' financial service needs.
• Recommend products and services that meet customers' needs.

If you want to purchase over 50 seats to this course please contact us for special discount pricing.

Price: $20.00