Basic Banking Knowledge of Products and Service

For those who are new employees to banking, this webinar will teach the essentials and give a core understanding of the products and services available.

Recorded Tuesday,
August 2nd, 2022
Presented by Carolyn Riggins
1h 30m total length
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Customer Service
  • Management/Employee Development
  • Sales
  • Teller
  • Branch Manager
  • Customer Service Representative
  • Mortgage Lender
  • New Accounts Representative
  • Small Business Lender
  • Teller

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When an employee has difficulty understanding the many kinds of products and services that may be provided to customers, it can be a challenging situation for the organization. Because there are so many options to choose from, it might be difficult for them to communicate the available options with a customer. To strengthen your business’s banking relationship with its customers, you must, however, ensure that it provides the appropriate products and services. Having the knowledge and education of each product and service may make a difference, and it has the potential to be a game-changer, which will result in a scenario in which everyone involved wins. When an employee is not knowledgeable about a product or service, they have a tendency to avoid having conversations about providing the appropriate product or service to customers.

There is a large number of employees who have never had the opportunity to gain the experience necessary to comprehend the fundamental advantages and features of the products or services that can make a difference in providing customers with the appropriate banking solution for their particular financial requirements. The foundations of banking products and services will be discussed in further depth during this webinar.

What You'll Learn

  • Retail Banking vs Commercial Banking
  • Types of Personal Banking Products
  • Types of Business Banking Products
  • 80/20 Rule Technique
  • Keep things simple

Who Should Attend

Managers, Branch Managers, Assistant Branch Managers, Customer Service Representatives, Head Tellers, and Tellers can benefit from this webinar.

Carolyn Riggins

Instructor Bio

Carolyn D. Riggins is the founder and owner of CDR Consulting Services, LLC in Atlanta's Greater District, Georgia. CDR Consulting Services specializes in training, coaching, team development, and detecting critical gaps.

For 35 years, Ms. Riggins worked in retail banking at First Florida Bank, Barnett Bank, Mercantile Bank, and TD Bank. Ms. Riggins increased her client relationships by 71 million dollars at TD Bank by providing valuable training and continued teaching her teams. Ms. Riggins has held a variety of management positions at various banks throughout her career. She held the positions of Assistant Vice President Store Manager, Vice President Hub Manager, and Vice President Retail Regional Manager under her supervision. Ms. Riggins was successful in these numerous leadership positions by creating, coaching, and educating her team to accomplish sales revenue growth, deposit growth, customer growth, loan growth, and compliance. Ms. Riggins has garnered numerous honors for being the region's top-performing manager of the year.

Ms. Riggins has also developed, coached, and trained a number of her team members who have been recognized as high achievers in the region. Additionally, Ms. Riggins uses her Bachelor of Applied Science in Management and Organizational Leadership from St Petersburg College to develop team members' abilities to succeed in their roles. One of Ms. Riggins' aims is to consistently train and coach by utilizing her knowledge and expertise to develop, transform, and affect exceptional leaders and team players on a daily basis. Ms. Riggins has now incorporated her financial expertise, coaching, training experience, abilities, and education into her business, CDR Consulting Services, in order to assist other businesses in achieving success.