Course Overview: This course is ideal for anyone new to the financial industry. There are terms that we use everyday that are not part of the common vocabulary outside of a financial institution. By completing this module your new-to-banking staff will be introduced to common terms.  

Learning Objectives

• How to differentiate between customer-level and account-level information

• Various deposit products and how funds are deposited

• Terms used when referring to credit

• Professional services offered by financial institutions

• Terms, fees, disclosures, and the various other terms they will hear and use

Audience: New to banking staff

Length of Course: This course takes approximately 60 minutes to complete.