2. • Throughout my career, I have taken classes and went through
several on-the-job training which contribute to the knowledge
professional I am today.
• Welcome to my journey of knowledge
Introduction
3. • Regulatory Training – Every Quarter
• Learning Maps – Personal Banker Foundation training
• Phase I & II of the “Selling Bank of America Way” – Certificate received
for completion.
• Lending Training: Mortgage Basics, Home Equity Financing, Credit
Bureau Basics, Customer Needs Assessment Training.
• Several training session with an outsourced company to adopt their
strategic sales process and client excellence programs: Marty Cohen
Sales Program, Franklin Covey
• Management Training Courses included Frontline Leadership, along
with some additional compliance, service and sales management
courses
Personal Banker and Management
Training and Development
4. • Small Business Specialist Training Program
• Small Business Lending we trained with Small Business Administration as
we were an SBA lender.
• Courses took from Small Business Administration and received
completion certificates
– Marketing 101: A Guide to winning customers
– Establishing Values
– How to write business plan
– Strategic Planning
– Competitive Analysis
– Technology Tools for Business
– then discuss it. Some ideas include:
Small Business Training and
Development
5. • Series 6 and 63 training program included the following:
– Securities Compliance Training – Passed the 63 certification exam
– Registered Representative training, Mutual Funds, Cash Management
accounts, and Retirement accounts – Passed the Series 6 certification
exam. Tell parents when report cards and progress reports will be sent
home.
• Client Management Training:
– Portfolio Management
– Client Management
– Time Management
– .
Financial Training and Development
6. • Series 6 and 63 training program included the following:
– Securities Compliance Training – Passed the 63 certification exam
– Registered Representative training, Mutual Funds, Cash Management
accounts, and Retirement accounts – Passed the Series 6 certification
exam. Tell parents when report cards and progress reports will be sent
home.
• Client Management Training:
– Portfolio Management
– Client Management
– Time Management
– .
Financial Training and Development
