Courses for Bank Platform Personnel

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Offices are composed of many people, each contributing to a common goal. They must coordinate their activities, rely on each other's expertise, and act as a cohesive team. Yet, throughout the financial services industry - from major firms to small offices - many team members really don't know much about the job they are performing and/or the goals their firm and team is trying to accomplish. We believe that the best employees are aligned with the purpose(s) of the business and have a conceptual knowledge of the industry in which they are involved. Merely knowing the procedures of their job severely limits the overall potential contributions of employees. Once employees understand where they fit in the scheme of things, their usefulness and dedication often dramatically increases. The Progress Center remedies this chaotic situation by providing courses which serve two distinct purposes: 1. Provide front- and back-office personnel with the interpersonal and technical skills to do the job. 2. Provide employees with overviews of various aspects of the financial services industry so that they have a basic understanding of the overall environment in which they work. Bank platform personnel are often expected to provide referrals to other bank personnel such as loan officers, investment specialists, and mortgage officers. In fact, many platform personnel have no understanding about the basics of the financial world. The courses in this program address this basic need by offering overviews of the financial world and basic communication skills, including how to conversationally profile a potential client for financial needs and then use that information to make referrals to bank specialists. [Return to Top] Skill Sets for Bank Platform Personnel 1. Communication Strategies and Skills. Basic Communication Skills Financial Profiling for Cross-Selling Developing Rapport and Long-Term Client Relationships Making Referrals 2. Office/Business Development. Keeping Track of Cross-Selling Opportunities Personal Organization How We Add Value 3. Professional Knowledge Financial Markets 101 Stocks, Bonds, Mutual Funds, and "Whatever" Role and Responsibilities of Investment Officers Lending Money 4. Maintaining Motivation Performance Standards Maintaining Personal Motivation [Return to Top] Representative Courses for Bank Platform Personnel 1. Communication Strategies/Skills Key Communication Skills Cross-Selling Opportunities Establishing Rapport Conversational Profiling 2. Office/Business Development Why Loan Officers? Why Investment Officers? Keeping Organized 3. Professional Knowledge Investment Basics (Debt, Equity, Mutual Funds, etc.) 4. Maintaining Motivation Stress Management Being In Control [Return to Top] 41 East 400 North #543 Logan, Utah 84321   Phone: (435) 753-8848    Fax: (435) 753-8847   E-mail: Sales@TheProgressCenter.com