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Bank/Broker Dealer Exemptions – Regulation R – E3
Comprehending Regulation R can be a daunting task, given its many complexities and levels of conditional requirements. This course provides a general overview of the primary provisions of Regulation R and explores the regulation's historical framework and the different banking and brokerage activities.
Unlawful Internet Gambling – E3
This course is an introduction to Regulation GG and contains an overview of the regulation, the Unlawful Internet Gambling Enforcement Act, the policies and procedures that need to be implemented, the due diligence that must occur at the opening of an account, how to handle suspicious and restricted transactions, and other pertinent issues.
Customer Service Introduction – E3
An effective customer service strategy is not just about answering the phone. It’s about providing value to the customer throughout their entire experience with your company. Don’t just “deal with your customers.” Help them and offer solutions that could enhance their experience with you. Be the best version of yourself, available to them from the start!
Customer Service Summary – E3
Review the items you can control and how to manage the customers that have escalated frustration. Put yourself in a winning position by remembering that you are dealing with people, not widgets. Put a focus on these skills and build a loyal customer base.
Helping Upset Customers – E3
Customers will be frustrated no matter what we do, 20% of the time. By learning to remove your ego and turn conflicts into problems, you can limit your customer’s frustration. This course is a collection of tips on how to help your customers stay rational towards a solution.
Using Canned Responses – E3
Canned responses, while efficient, aren’t a replacement for actual customer service. Spend the time to modify your canned responses and update them as time goes on to ensure that they are meeting the needs of your customers. When you spend time giving your canned responses a personal touch, your customers will feel that those responses are more personal to them.
Digital Ping-Pong – E3
The goal of email or chat is to have a quick exchange of information that leads to a decision being made or an action being taken. Discover how to resolve in as few dialogue exchanges as possible and reduce your digital ping-pong conversations.
Proper Email and Chat Etiquette – E3
Keep your personal touch in a digital communication channel. These simple tips make sure that your team members are staying efficient while your customers are getting the help they need.
Inbound and Outbound Conversations – E3
One of the biggest reasons a customer tries to take control is because they have assumed you won’t. You can change that assumption by showing that you’re both competent and capable during inbound conversations and outbound conversations.
Happy to Help – E3
Happy to Help is the ultimate customer service tool. By learning how to begin the customer engagement with a proper introduction, you will see a huge increase in customer satisfaction.