"My favorite part of attending ICBA Institutes is connecting with peers from other institutions. I look forward to future events knowing familiar faces will be there, and while the training is always excellent, it’s the networking that keeps me coming back."
-McKenzie Humpal, VP Compliance Officer at First Citizens Bank in Iowa
"Through ICBA, I earned the CCBIA, CBAP, and CCBCO designations, each enhancing my role at different stages of my career. Each designation provided valuable resources and insights that improved my expertise in these areas."
-Michael Hoehn, Assistant Compliance Officer and CRA Officer at First Metro Bank in Muscle Shoals, Alabama.
"The Fraud Seminar was excellent and very informative. I got a lot of resources that will help in our FI. Great tools."
-Donna Franklin, AmeriState Bank, Atoka, Ohio
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As a frontline employee, you are often called upon to open a new
account. In this situation, you need an excellent understanding of your
bank's products and services. You have to be able to answer questions.
And, of course, you want to provide the best possible customer service.
In this course, we will look at how knowledge of your bank’s products
and services will help you meet customer needs and build strong customer relationships.
Learning Objectives:
Identify
customer needs
Use Customer Pathways to identify products and services for customers
