Training Courses for Business Clerical & Financial Services

Banking Sales Consultant

Skills & Knowledge you will learn View Details

Implement customer service standards
Contribute to health and safety of self and others
Use business technology
Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Sell financial products and services
Implement a sales plan
Prospect for new clients
Use multiple information systems
Administer customer engagement technology
Deliver and monitor a service to customers
Provide services in a Business Transaction Centre

Insurance Officer

Skills & Knowledge you will learn View Details

Lead effective workplace relationships
Contribute to health and safety of self and others
Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Provide Tier 2 general advice in general insurance
Provide Tier 2 personal advice in general insurance
Provide appropriate services, advice and products to clients
Determine client requirements and expectations
Record and implement client instructions
Conduct product research to support recommendations
Analyse insurance claims
Evaluate risk for new business

Lending Officer

Skills & Knowledge you will learn View Details

Implement customer service standards
Contribute to health and safety of self and others
Use business technology
Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Assess credit applications
Establish and maintain appropriate security
Promote understanding of the role and effective use of consumer credit
Use multiple information systems
Deliver and monitor a service to customers
Manage a small team
Assist customers to budget and manage own finances

School Support Officer

Skills & Knowledge you will learn View Details

Develop keyboarding speed and accuracy
Contribute to health and safety of self and others
Work effectivley in an educational environment
Organise meetings
Deliver and monitor a service to customers
Use, communicate and search securely on the internet
Uphold the values and priniciples of public service
Process accounts payable and receivable
Maintain a general ledger
Produce spreadsheets
Organise schedules
Design and produce business documents
Work effectively with diversity

Mobile Banking Consultant

Skills & Knowledge you will learn View Details

Implement customer service standards
Contribute to health and safety of self and others
Use business technology
Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Promote mobile banking services
Provide mobile banking sales and service
Manage customer visits
Deliver and monitor a service to customers
Manage personal work priorities and professional development
Establish client relationship and analyse needs
Assess credit applications

Customer Service Trainee

Skills & Knowledge you will learn View Details

Contribute to health and safety of self and others
Work effectively with others
Use business technology
Work effectively in the financial services industry
Develop knowledge of debt and consumer credit
Develop knowledge of the Australian financial system and markets
Process customer accounts
Process customer transactions

Sales Clerk

Skills & Knowledge you will learn View Details

Contribute to health and safety of self and others
Work effectively with others
Use business technology
Work effectively in the financial services industry
Develop and use a personal budget
Develop knowledge of the Australian financial system and markets
Provide customer service in a retail agency
Balance retail transactions

Bank Customer Service Assistant

Skills & Knowledge you will learn View Details

Contribute to health and safety of self and others
Work effectively with others
Use business technology
Work effectively in the financial services industry
Establish client relationship and analyse needs
Develop, present and negotiate client solutions
Provide customer service in a retail agency
Balance retail transactions
Implement customer service standards
Process customer accounts
Process customer transactions
Maintain Automatic Teller Machine (ATM) services
Balance cash holdings

Trainee Trust Officer

Skills & Knowledge you will learn View Details

Contribute to health and safety of self and others
Work effectively with others
Use business technology
Work effectively in the financial services industry
Establish client relationship and analyse needs
Establish entitlements to an intestate estate
Administer a non-complex estate
Administer a non-complex trust
Conduct customer engagement
Retrieve information from records
Be MoneySmart
Prepare government returns and reports
Perform financial calculations

Collections Clerk

Skills & Knowledge you will learn View Details

Maintain financial records
Prepare financial reports
Use business technology
Resolve disputes
Work effectively in the financial services industry
Collect debts
Serve legal process
Locate subjects
Develop and document case recommendations
Initiate legal recovery of debts
Process customer complaints
Contribute to health and safety of self and others

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