Developing a Star New Accounts Representative - Personal and Technical Skills

A new account representative handles all types of customers and legal ownership. To be a "star" takes an enormous amount of both technical and personal skills. This program is a good foundation to develop your star qualities.

Covered Topics:

  • Components of a Signature Card
  • Basics of legal ownership
  • Customer Identification Programs and Customer Due Diligence
  • Personal and Professional Skills
  • Insurance
  • Handling difficult situations and customers
  • Know when to turn down an account

Who Should Attend?

New Accounts, Branch Personnel, Training, Personal Bankers, Branch Managers and Branch Operations