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CPD Course
Customer Handling System
Develop practical knowledge and confidence in Customer Handling System.
This course will provide an overview of best methods for greeting and communicating with customers. The learner will become familiar with the appropriate interaction strategies and techniques. After completing this program, the learner will be able to:
See course content
Course Description
Buying for a team?
Choose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.
Develop practical knowledge and confidence in Customer Handling System.
This course will provide an overview of best methods for greeting and communicating with customers. The learner will become familiar with the appropriate interaction strategies and techniques. After completing this program, the learner will be able to:
Why this course matters
This course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.
What you will gain
- Build a practical understanding of the key concepts covered in Customer Handling System.
- Recognise where the topic applies in real workplace or business situations.
- Apply the methods and good-practice approaches covered in the course with greater confidence.
Who is this course for?
This course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.
Course at a glance
- Study time: approximately 2 hours.
- Format: self-paced online learning.
- Professional development: CPD course.
Course Description
Seat Time: 2hrs - Desc:
This course will provide an overview of best methods for greeting and communicating with customers. The learner will become familiar with the appropriate interaction strategies and techniques. After completing this program, the learner will be able to:
- Listen, understand, and address customer needs.
- Determine document accuracy and identify the customer.
- Finish the transaction and thank the customer.
Course Topics
T1. Greet the Customer: This topic will describe the process of greeting customers to the financial institution, including tips for what not to do.
T2. Observe Proper Procedure: This topic will introduce the learner to proper procedures for handling customer concerns and transactions.
T3. Listen and Understand Customer Needs: This topic will address the necessity of listening and understanding customer needs, with information on giving undivided attention and confirming understanding.
T4. Determine Document Accuracy: This topic will educate the learner on the importance of determining document accuracy by developing good habits and educating the customer.
T5. Get Ready to Process: This topic will provide an overview of techniques for getting ready to process transactions, including tips on tidiness, readiness, and professionalism.
T6. Identify the Customer: This topic will detail the appropriate measures for identifying the customer, with a note to protect the financial institution and the customer from fraud.
T7. Finish the Transaction: This topic will enumerate the ways in which a transaction is finished, including handling of the receipt and appropriate record placement.
T8. Thank the Customer: This topic will ensure that the learner thanks the customer at the end of every transaction by detailing appropriate closing behaviors.
Continue your learning
Part of this learning pathway: Banking & Finance
Learners also take: Cash Handling
Course pathway: eBSI Banking Academy > Banking & Finance > Customer Handling System
Explore more Banking & Finance training or return to the eBSI Banking Academy.
Your questions, answered
Does the course include a certificate?
The course assessment leads to a downloadable digital PDF CPD Certificate of Completion. See the course description for the CPD credits awarded.
What is CPD?
CPD stands for Continuing Professional Development. It is the ongoing learning that helps you maintain and develop the knowledge and skills you use in your work. Courses, workshops and other learning activities can contribute to your CPD record.
Can I ask a question before enrolling?
Book a free video consultation to discuss your goals and course choice.