
Banking & Customer Success
Banking
Industry Training Focus Areas
- Customer-Based Communications
- Customer-Facing Presentation
- Customer Service Fundamentals
- Sales Fundamentals
- Banking Fundamentals
- Year Up's Essential Skills Training
Industry Skills Development at a Glance: You'll Learn How To...
- Execute transactions and processes to manage banking clients by utilizing software tools, such as teller systems, with accuracy
- Understand the customer needs and relate them to Banks’ capabilities, assist customers in reaching their goals and ensure that they obtain maximum value from solutions
- Walk customers through use of self-service resources to resolve issues
- Communicate company brand and core values
- Communicate strategically through different forums (e.g. online, live chat, email)
Essential Skills Development at a Glance: You'll Learn How To...
- Communicate professionally in-person and over digital platforms by utilizing strategies, tools, and feedback to adapt to the environment
- Participate in meetings by contributing to conversation and supporting with planning and follow up actions across a team
- Navigate challenging situations by regulating reactions to display grit and maintaining a positive composure
- Utilize common management, editing, and conference tools such as Microsoft Outlook, PowerPoint, and Zoom
- Gather and analyze data to provide support to and generate ideas for a business
- Pursue opportunities for professional growth and maintain a well-formed resume
Training at Work: Typical Job Tasks
- Employ customer engagement strategies by relating industry and product knowledge to the customers’ critical priorities, and be able to communicate the value of Banks’ offerings through demos and solution discussions
- Navigate company resources and handle banking information with accuracy and completeness during interactions
- Support customer requests by writing clear and complete notes, adapting to interactions, leveraging empathy and professional etiquette, and escalating as needed
- Understand and describe the value of products to customers, including key characteristics, benefits, and risks of basic banking products
Path to a Career: Training-Enabled Role Pathways
- Consumer Fraud Support
- Financial Advisory
- Financial Products Servicing
- Loan Products Servicing
- Personal Banking
- Sales Support
Locations Currently Offering This Training Specialty
Hands-on Experience at Top Companies Like:

