{"product_id":"the-retail-team-products-and-services","title":"The Retail Team Products and Services","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 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.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in The Retail Team Products and Services.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the retail team, its role at the organization, and all of the products and services that it offers. The course will familiarize the learner with departments and services such as retail credit, account services, and vault services. In addition, the topics in this course will also focus on checking and savings accounts and other retail services. After completing this...\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in The Retail Team Products and Services.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 4 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 3.5hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the retail team, its role at the organization, and all of the products and services that it offers. The course will familiarize the learner with departments and services such as retail credit, account services, and vault services. In addition, the topics in this course will also focus on checking and savings accounts and other retail services. After completing this course, the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eWhat the retail management team is and how it works.\u003c\/li\u003e\n\u003cli\u003eThe details of each of the products and services that the organization offers.\u003c\/li\u003e\n\u003cli\u003eHow to provide efficient service to customers.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. The Retail Management Team:\u003c\/strong\u003e This topic will introduce the learner to the retail management team by providing a brief overview of important positions, such as president\/CEO, vice presidents, treasurer\/CFO, and Compliance officer.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. The Retail Credit Department:\u003c\/strong\u003e This topic will familiarize the learner with the retail credit department and the positions that it is comprised of, like lending executive, loan officer, and loan processor.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Branches:\u003c\/strong\u003e This topic will familiarize the learner with the positions that make up the financial institution's branch team, including branch manager, customer service representative, and tellers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Management Support:\u003c\/strong\u003e This topic will familiarize the learner with the roles and responsibilities of the management support team, which is made up of Risk Management, Human Resources, purchasing, and administrative support.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Account Services:\u003c\/strong\u003e This topic will familiarize the learner with the role of account services at the financial institution and the departments that it is comprised of, which includes Account Reconciliation and Fraud Prevention.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Vault Services:\u003c\/strong\u003e This topic will familiarize the learner with the vault services department, which processes deposits, and the positions that it is comprised of, such as the cash vault manager and the coin and currency clerk.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Overview of Retail Products:\u003c\/strong\u003e This topic will provide the learner with an overview of the ways in which customers are able to make deposits, in addition to common products and services, like checking and savings accounts, IRAs, and various types of loans.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Savings Accounts:\u003c\/strong\u003e This topic will focus on savings accounts by describing the different types offered by the financial institution, such as basic savings or Money Market Accounts, and how these accounts function.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Checking Accounts:\u003c\/strong\u003e This topic will discuss checking accounts, and will identify the different types available to customers\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT10. IRAs:\u003c\/strong\u003e This topic will expand upon Individual Retirement Accounts, including its features and benefits, and the different types available to customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT11. Credit:\u003c\/strong\u003e This topic will focus on defining credit for the learner and familiarizing him\/her with the various loan accounts offered by the financial institution, including mortgage and home equity loans.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT12. Trust Services:\u003c\/strong\u003e This topic will provide an overview of the trust services offered by many financial institutions, including personal trust services, investment management services, equity services, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT13. Business Accounts:\u003c\/strong\u003e This topic will familiarize the learner with the various services and accounts offered by the financial institution for businesses, including lock box services, Automated Clearing Houses (ACHs), and employee payroll services.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT14. Additional Retail Services:\u003c\/strong\u003e This topic will address the additional products and services that the retail team of the financial team offers, which can include overdraft protection, debit and ATM cards, and direct deposit, among others.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/the-operations-team-products-and-services\"\u003eThe Operations Team Products and Services\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; The Retail Team Products and Services\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40950859071666,"sku":"BA-221","price":66.0,"currency_code":"USD","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260492415324,"sku":null,"price":275.0,"currency_code":"USD","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260492448092,"sku":null,"price":440.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-221TheRetailTeamProductsandServicesCOVER.png?v=1633390627","url":"https:\/\/www.ebsiamericas.com\/products\/the-retail-team-products-and-services","provider":"eBSI Export Academy","version":"1.0","type":"link"}