Banking Essentials: Guiding Customers through Account Options
Course Description
Master the basics of bank accounts to better assist your customers in making informed decisions. This course covers the essential features & benefits of checking accounts, savings accounts, certificates of deposit, money market accounts, custodial accounts, and trust accounts. Learn how to explain each account type clearly and effectively, empowering your customers to choose the right options for their financial needs and goals. Enhance your conversations with practical knowledge that builds trust & confidence in your guidance.
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