Structure a financial solution to meet a business banking need

This course is for persons who are responsible for a range of business accounts. Persons credited with this course will be able to identify the product options that meet the client’s needs, structure an appropriate solution and complete the necessary documentation. The learning outcomes include:

Identify the product options that meet a client’s needs.
Structure an appropriate solution.
Complete the documentation.

$200.00

Course Content

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Module 1 – Identify the product options that meet a client’s needs 8 Lessons | 1 Quiz

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Module Content

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1.1. The needs of the business are reviewed to develop specific criteria that the solution must meet as required by the bank

1.2. A range of product options is identified in terms of match with the client’s need, taking into consideration any client provisos, in line with the bank’s guidelines

1.3. Each product option is evaluated according to the bank’s procedures, in terms of its specific match with the business need

1.4. Devices and solutions

1.5. Loans and more

1.6. The profitability associated with each option is assessed in line with the bank’s procedures

1.7. The risk associated with each option is assessed in line with the bank’s requirements

1.8. The possible need for product specialist support is identified in line with the bank’s policy

Quiz 1 – US 7347

Module 2 – Structure an appropriate solution 7 Lessons | 1 Quiz

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Module Content

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2.1. A suitable product or range of products is selected in line with the needs of the business and the bank’s policy

2.2. An appropriate solution is structured which balances risk, profitability, client needs and the bank’s requirements

2.3. The solution is tailored within available product parameters to achieve the best fit with the needs of the business

2.4. Appropriate pricing is determined for each option in line with the bank’s guidelines

2.5. A range for price negotiation is determined in line with the bank’s requirements

2.6. A justification is prepared according to the bank’s guidelines

2.7. What is a customer?

Quiz 2 – US 7347

Module 3 – Complete the documentation 10 Lessons | 1 Quiz

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Module Content

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3.1. The required documentation is collected and completed according to the bank’s procedures

3.2. The required documentation is verified and signed by authorised signatories of both the client and the bank according to the bank’s procedures

3.3. The client contact is recorded promptly and accurately in the manner required by the bank

3.4. The documentation is forwarded to the relevant department as per stipulated procedure

3.5. Verbal Communication and active listening

3.6. Nonverbal Communication

3.7. Nonverbal Messages

3.8. Ask Questions

3.9. Types of summaries

3.10. Customer service in a banking environment

Quiz 3 – US 7347