Universal bankers have multi-faceted job responsibilities, ranging from minimal cash handling and basic transactions to product and service sales and referrals to other lines of business. The coursework in the certificate ranges from key product knowledge to relationship building, customer service, and expert referral skills.
This certificate is designed to help new and newly promoted Universal Bankers to cater to a changing customer mindset by being the single point of contact for walk-in customers, thereby reducing the number of warm transfers and providing a more seamless experience.
Member price for the Universal Banker Certificate is $795.00
Click here for Universal Banker Certificate Description.
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