Customer Service Representatives - Banking and Financial Services
This course prepares students for employment in the field of banking and financial services. Students participating in this course will learn essential computer, financial and professional skills. They will gain an in-depth knowledge of the processes required to work as an assistant advisor, assistant financial planner or banking officer within the financial sector or to start their own business.
Upon completion, students will be able to process cash deposits and withdrawals, process cheque and credit card payments, generate money orders and certified cheques, open accounts, sell travelers cheques, balance daily transactions using calculators and computer programs, prepare customer statements and answer customer inquiries and provide investment and financial advice.
In addition, students will learn software applications, word processing and spreadsheets, as well as valuable business communication skills which are an asset to any position.
Course Outcome:
Upon successful completion of this course student will be able to:
- Assist Financial Planners, Personal Banking Officers, Insurance Brokers and Investment Brokers and Advisors
- Process banking transactions, including cash deposits and withdrawals
- Balance daily transactions
- Process cheques, transfers, bill and credit card payments and money orders
- Open accounts and savings plans
- Purchase bonds
- Prepare customer statements and other correspondence for mailing
- Promote financial products and services
- Change foreign currency
- Understand financial management and financial planning
- Provide financial and other information to clients
- Sort and file deposit slips
- Understand Canadian Securities
- Understand Conduct and Practices Handbook
- Perform data entry
- Prepare financial statements
- Reconcile accounts
- Portfolio reviews and client meeting preparation
- Financial plan preparation
- Portfolio proposal preparation
- Familiarity with Mutual Funds, Equities, Bonds, and various Life Insurance solutions
- Manage marketing activities and initiatives
- Apply task management techniques effectively and efficiently
- Choose appropriate methods of business communication in a variety of situations
- Organize and record meetings and conferences
- Communicate effectively with groups, one to one and with customers
- Produce presentations and written reports
Course Outline:
- Keyboarding
- Microsoft Windows 7
- Word
- Excel
- PowerPoint
- Outlook
- Bookkeeping & Accounting I
- Financial Office Assistance
- Customer Service
- Bank Teller
- Canadian Insurance Course I (CIC-I)
- Canadian Insurance Course II (CIC-II)
- Canadian Investment Funds Course (CIFC)
- Canadian Securities Course I (CSC-I)
- Canadian Securities Course II (CSC-II)
- Personal Financial Services Advice (PFSA)
- Financial Planning 1(FP-I)
- Financial Planning II (FP-II)
- Applied Financial Planning (AFP)
- Conduct and Practices Handbook (CPH)
- Business English Communication
- Communication and Task Management
- Office Procedures
- Interpersonal Business Skills
Career Opportunities:
Graduates of this program will be able to start their career in trust companies, banks, credit unions, and other financial institutions. They will be able to work in entry level positions as Bank Tellers, Financial Customer Service Representatives, Assistant to Financial Planners, Assistant to Personal Banking Officers, Assistant to Insurance Brokers and Assistant to Investment Brokers and Advisors. With little work experience, graduates will be able to work as Financial Planner, Personal Banking Officer, Insurance Broker and Investment Broker and Advisor.
Duration:
48 weeks
