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Banking Courses | Financial Training | Edcomm Group

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  Name Description Category Price
Basics of Financial Planning: II Seat Time: 1.75hrs - Desc:

This course will provide the learner with the necessary tools for understanding reconciliation, inventory valuation, and depreciation methods. The learner will also be able to use ratios and other numerical values and methods to account for changes in a company’s assets. Upon completing this program, the learner will be able to:

  • Use appropriate methods to evaluate and reconcile inventory and other assets.
  • Create numeral values by which to analyze a company’s financial condition.
  • Understand and apply inventory valuation and depreciation methods in real-life scenarios.

Banking & Financial
Branch Banking for Tellers

Seat Time: 2.5hrs - Desc:

This course will introduce the learner to banking procedures at the branch. The course will familiarize the learner with aspects of branch banking, including the bank’s vision and values, expected teller skills and standards, and the branch members that the teller will be working with. After completing this program the learner will understand:

  • What shapes the bank’s vision and values.
  • The role of the teller at the branch.
  • What it takes to be successful as a teller.
Banking & Financial
Branch Manager Standards

Seat Time: 1.5hrs - Desc:

This course will familiarize the learner with the role and responsibilities of a branch manager, including performance tips and ideal attributes for successful branch managers. This course will emphasize the necessity of learning a bank’s history, vision, and values in order to facilitate the growth of the branch manager and his/her employees. Upon completing this program, the learner will be able to:

  • Apply leadership and team-building skills and standards.
  • Demonstrate specific skills and abilities necessary to the role of branch manager.
  • Face difficult challenges and understand job expectations.
Banking & Financial
Branch Managers and Business Development

Seat Time: 2hrs - Desc:

This course will discuss the “market focus” and how to analyze and segment a market. The learner will become acquainted with the process of setting goals, evaluating, adapting, and improving market value and wallet share. After completing this program, the learner will be able to:

  • Make business contacts and personalize messages.
  • Leave appropriate voicemails when working with phone prospects.
  • Evaluate and increase market share.
Banking & Financial
Branch Managers are Sales Leaders

Seat Time: 1.75hrs - Desc:

This course will examine the strengths and skills of a sales leader. The learner will begin to understand the importance of sales coaching and motivators. After completing this program, the learner will be able to:

  • Implement various methods to motivate and encourage team members.
  • Coach team members into improving sales outcomes and statistics.
  • Utilize sales leader skills to the best of his/her ability.
Banking & Financial
Branch Managers Sales Skills

Seat Time: 2.75hrs - Desc:

This course will consider the sales skills necessary for branch managers. The learner will examine the sales compass, including identifying the need, building the relationship, advancing the sale, and more. After completing this program, the learner will be able to:

  • Identify the need, build the relationship, and advance the sale.
  • Customize solutions, propose values, and overcome objections.
  • Close the sale and provide quality service.
Banking & Financial
Branch Security Situations

Seat Time: 2hrs - Desc:

This course will introduce the learner to the role that security plays in keeping the branch, its customers, and employees safe. Learners will become familiar with theproper procedures for dual control, unlawful activities, frauds, and robberies, in addition to preparation practices for various emergencies. After completing this program the learner will understand:

  • Effective security practices and procedures.
  • Ways to identify cons and frauds.
  • How to properly use bait money.
Banking & Financial
Cash Handling

Seat Time: 1hrs - Desc:

This course will introduce the learner to cash handling procedures. The course will familiarize the learner with the proper procedures for receiving and paying cash and for managing the cash drawer. After completing this program the learner will understand:

  • Best practices for ensuring accuracy when receiving cash from or paying cash to customers.
  • Appropriate methods for setting up the cash drawer at the beginning of each shift.
  • Safety guidelines for protecting the cash drawer.
Banking & Financial
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