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We understand our clients have unique business requirements, so we created flexible training packages to best meet the needs of your financial institution.

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  1. REAL Customer Service 2 – Using Language to Serve the Customer

    Language is powerful — particularly when helping customers meet requests and resolve issues. Sharpen your verbal skills and leave customers with a more favorable impression of you and the organization you represent.

    60 Minutes

    Series: REAL Customer Service

    Course Type: Online Self-Paced

  2. REAL Customer Service 3 – Opening the Conversation

    You only have one chance to make a good first impression. Increase customer satisfaction by learning how to establish instant rapport on the phone. Discover how to pave the way for customer conversations by delivering a professional opening in an upbeat, happy-to-help tone.

    60 Minutes

    Series: REAL Customer Service

    Course Type: Online Self-Paced

  3. REAL Customer Service 4 – Diagnosing Customer Needs

    Ask questions. Listen. Confirm your understanding. Get savvy about these essential skills, and discover how they can help you better meet customers' needs and ensure their satisfaction.

    60 Minutes

    Series: REAL Customer Service

    Course Type: Online Self-Paced

  4. REAL Customer Service 5 – Responding to Customer Requests

    Answering customer inquiries quickly and correctly shows customers that you and your company are ready, willing and able to satisfy their concerns. Find out how to handle customers' requests you can't fulfill in a way that demonstrates value.

    60 Minutes

    Series: REAL Customer Service

    Course Type: Online Self-Paced

  5. REAL Customer Service 6 – Taming Challenging Conversations

    Keeping your cool in challenging conversations with customers is an art. Attain the skills you need to tame tough conversations when dealing with angry callers, mounting time pressures and highly repetitive tasks.

    60 Minutes

    Series: REAL Customer Service

    Course Type: Online Self-Paced

  6. REAL Customer Service 7 – That’s a Wrap — Closing the Conversation

    By the close of a customer call, you have likely taken the appropriate steps to solve the customer's problem or address his or her request. You're not done yet, though! Learn how to handle the rest of the conversation in a way that can help prevent misunderstandings, reduce callbacks and increase customer satisfaction.

    60 Minutes

    Series: REAL Customer Service

    Course Type: Online Self-Paced

  7. Customer Service

    Providing excellent customer service is essential to every financial institution's success. This course introduces the five tenets of service and provides tools that will help you consistently treat customers with courtesy, respect and value.

    60 Minutes

    Series: REAL Customer Service

    Course Type: Online Self-Paced

  8. REAL Customer Service 1 – Showing Customers You Care

    Providing a prompt service solution is only one part of the customer-service equation. Research has shown that customers want a quick solution, but they also want to be treated in a caring manner while their issues are being addressed. Strengthen your relationships with customers by learning how to communicate genuine concern during every interaction.

    60 Minutes

    Series: REAL Customer Service

    Course Type: Online Self-Paced