Training Courses: Finance & Banking

Assistant Financial Broker

Skills & Knowledge you will learn View Details

Comply with financial services legislation and industry codes of practice
Design and produce business documents
Process applications for credit
Prepare loan application on behalf of finance or mortgage broking clients
Identify client needs for broking services
Present broking options to client
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
Deliver and monitor a service to customers
Settle applications and loan arrangements in the finance and mortgage broking industry
Develop and nurture relationships with clients, other professionals and third party referrers
Prospect for new clients

Finance Sector Team Leader

Skills & Knowledge you will learn View Details

Apply principles of professional practice to work in the financial services industry
Establish client relationship and analyse needs
Develop, present and negotiate client solutions
Coordinate a small business customer portfolio
Participate in negotiations
Develop and maintain knowledge of financial markets products
Interpret financial markets information
Comply with financial services legislation and industry codes of practice
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Collect, assess and use information
Sell financial products and services
Assess credit applications
Promote understanding of the role and effective use of consumer credit

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

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

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

Purchasing Officer or Procurement Officer

Skills & Knowledge you will learn View Details

Uphold and support the values and principles of public service
Identify and treat risks
Exercise delegations
Apply government processes
Encourage compliance with legislation in the public sector
Plan procurement
Develop and distribute requests for offers
Select providers and develop contracts
Manage contracts
Gather and analyse information
Use public sector financial processes
Use resources to achieve work unit goals
Use advanced workplace communication strategies
Develop internal and external networks
Undertake project work

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

Mercantile Agents Officer (Repossession)

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
Repossess property
Process customer complaints
Implement processes for the management of a breach in compliance requirements
Apply principles of professional practice to work in the financial services industry

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