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Bank Products
Individual Licence (EUR 60)
€60.00
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Bank Products
€60.00
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Flexible returns
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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 Bank Products.
This course will introduce the learner to the various bank products that s/he will encounter as a teller. Some of these bank products and services are checking and savings accounts, loans, IRAs, and negotiable instruments. After completing this program the learner will understand:
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 Bank Products.
- 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 4 hours.
- Format: self-paced online learning.
- Professional development: CPD course.
Course Description
Seat Time: 3.75hrs - Desc:
This course will introduce the learner to the various bank products that s/he will encounter as a teller. Some of these bank products and services are checking and savings accounts, loans, IRAs, and negotiable instruments. After completing this program the learner will understand:
- The differences between checking and savings accounts.
- The different account add-ons.
- The role of additional products and services, such as wire transfers, savings bonds, and safe deposit boxes.
Course Topics
T1. Bank Products and Services: This topic will describe financial institution products and services that most offer, including checking and savings accounts, account add-ons, loans, and other products and services.
T2. Products and Services Resources: This topic will discuss the Products and Services Guide which financial institution employees use as their main resource for product and service information.
T3. Types of Account Ownership: This topic will define account ownership, and will discuss different types, such as individual and joint accounts.
T4. Checking Accounts: This topic will discuss checking accounts, and will identify the different types available to customers
T5. Savings, CDs, and Money Markets: This topic will discuss savings accounts, and will identify the different types available to customers, including Certificates of Deposit and money market accounts.
T6. IRAs: This topic will expand upon Individual Retirement Accounts, including its features and benefits, and the different types available to customers.
T7. Account Add-Ons: This topic will discuss account add-ons, and will identify the different types available to customers such as ATM cards, check cards, overdraft protection, direct deposit, and more.
T8. Loans: This topic will discuss loans, and will identify the different types, such as consumer, mortgage, and home equity, available to customers.
T9. Additional Products and Services: This topic will discuss additional products and services available to customers, such as safe deposit boxes, cash management services, insurance products, and more.
T10. Investment Product: This topic will illustrate the many and varied investment products available to customers, including stocks, bonds, and mutual funds.
T11. Trust Services: 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.
T12. Negotiable Instruments: This topic will present to the learner the various types of negotiable instruments available for purchase by customers, and the correct process for conducting the purchase.
T13. Wire Transfers: This topic will define wire transfers and will discuss the fees and circumstances for customers and non-customers alike.
T14. Savings Bonds: This topic will familiarize the learner with savings bonds, including the different types and the advantages of each.
T15. Safe Deposit Boxes: This topic will examine the history of safe deposit boxes, and will expand upon the types of items kept within them as well as the benefits and types available to customers.
Continue your learning
Part of this learning pathway: Banking & Finance
Learners also take: Overview of Treasury Products Part I | Overview of Treasury Products Part II | Investment Products and Services
Course pathway: eBSI Banking Academy > Banking & Finance > Bank Products
Explore more Banking & Finance training or return to the eBSI Banking Academy.