Description
These five courses help bankers understand and offer deposit and credit products suited to the customer’s need. Learn the distinguishing factors of retirement, investment and insurance products, including estate planning and settlement services. Offers the details of digital products, PFM tools and more.
Courses*
*Only available as a suite
- Consumer Deposit Products
In this module, you will learn to describe the features and benefits of checking and savings accounts, compare various savings vehicles like money market accounts and CDs, and determine the best account types for different customer needs. - Consumer Credit Products
Understanding these fundamental credit categories is essential for providing the right financial solutions to your customers. Each business has unique needs, and your ability to match them with appropriate credit products will help build lasting banking relationships. - Consumer Retirement, Investments, and Insurance Products
In this course, you will learn about Individual Retirement Accounts, explore insurance and investment products, and develop the expertise to recommend the right financial solutions for your customers. - Trust Products and Services
In this module, we will explore how understanding and recommending trust services can elevate your role as a banker and benefit your customers. - Understanding Your Customer
In this module, you will learn to identify both expressed and unexpressed customer needs, discover techniques for revealing hidden needs, distinguish between product features and benefits, and effectively communicate how our solutions benefit your customers. - Understanding Consumer Bank Products Assessment
To test your Understanding of Consumer Bank Products, complete the following assessment. - GO Huddle: Understanding Consumer Bank Products
The ABA GO Huddle is a learning facilitation tool designed specifically for leaders who seek to meaningfully reinforce ABA self-paced training within their teams. Leaders will find practical tools and exercises to guide teams in application of the knowledge and skills from the Understanding Consumer Bank Products suite in a supportive and interactive environment.
