Financial Service Representative Planning Training Form

CIBC Financial Service Representative Planning Training Form Name: Zana Devic Job ID: 3078 Financial Service Representative (FSR) Learning Needs: An FSR needs to be knowledgeable on CIBC’s product lineup and the associated regulatory guidelines. An FSR is required to proactively contact clients through assigned leads as well as answer the main banking center line. An FSR needs to be able to run effective client meetings by making recommendations and linking them back to the client s goals/needs. In conjunction with CIBC’s online planning tools and with this suggesting complementary solutions. Learning Objectives: The FSR will make sure that they have a strong working knowledge on CIBC’s Personal/Business Deposit Accounts, Unsecured and Secured Credit products, investments, Insurance and all corporate mandatory regulations that correspond. This will enable you to gain confidence on your expected capabilities. The FSR will make sure that they have strong verbal communication skills in order to quickly establish a meaningful rapport with each client in order to gain the trust to meet for a scheduled appointment. They will also be expected to answer the Banking Center main line and turn inbound service calls into meetings. The FSR is expected when leading meetings to use open-ended questions and complete the life goals/Net Worth online tools with each client. This is implemented in order to understand clients short term and long term goals as well as being ableShow MoreRelatedCareer Development Plan1537 Words   |  7 PagesCareer Development Plan Part II Training amp; Mentoring Program Leon Stovall University of Phoenix MEMORANDUM FOR CEO InterClean Inc. FROM: Sales Manager SUBJECT: Sales Team Training amp; Mentoring Plan As a result of the recent selection of our new sales team, I have created a training and mentoring plan. 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