Banking Training, Job Placement & Internships | Year Up

Banking & Customer Success

Banking

Welcome to Year Up’s specialized Banking training pathway! At Year Up, we believe everyone deserves the opportunity to build a rewarding career and achieve their dreams no matter their background, income, or zip code. Our mission is to close the Opportunity Divide by ensuring young adults like you are empowered with the skills, experience, and support to thrive in the professional world.

Our banking training program is thoughtfully designed to provide you with the essential skills and knowledge needed to excel in various roles within the finance industry. Whether you dream of becoming a financial advisor, working in consumer fraud support, or excelling in loan product servicing, our comprehensive finance training will equip you with the tools to succeed.

Note, previous work experience handling cash is required for this finance training specialty.

Comprehensive Finance Training & Development

Throughout our finance training program, you’ll gain experience to:

Manage banking transactions accurately using advanced software tools
Understand customer needs and tailor solutions to help them achieve their goals
Empower customers with self-service resources for issue resolution
Effectively communicate company values and offerings across various channels
Gather and analyze data to generate ideas for business

Master Customer-Centric Communication

Effective communication is key. That’s why our banking training teaches you to:

Develop strong written and verbal communication skills
Learn the fundamentals of providing exceptional customer service
Solve problems, actively listen, and remain professional in all interactions

Thrive in Finance Roles

Prepare for success in the financial sector with training to:

Engage customers with industry knowledge and solution demos
Handle banking information with precision and navigating company resources
Understand and present the value of various financial products and services

Choose Your Path to Success

Our finance training opens doors to a range of rewarding roles:

Become a specialist in Consumer Fraud Support
Offer expert Financial Advisory services
Excel in Financial Products Servicing
Prosper in Loan Products Servicing
Pursue a fulfilling career in Personal Banking
Support financial operations in Sales Support

Take the First Step

No matter your background, Year Up’s banking training could be the perfect launch pad for you. Unlock your potential, gain in-demand skills, and embark on a fulfilling journey toward a bright future in finance. Start your transformation today!