Banking & Financial Institutions I

Prerequisites: Core Courses

54 STUDENTS ENROLLED

Financial Institutions, large and small, domestic and international, rely heavily on mystery shoppers to maintain a high level of sales and service standards, as well as to ensure strict governmental compliance. This course reviews the basic types of shops that many large-scale and regional/community banks often contract for, as well as the types of skill sets necessary to be successful at these shops, which tend to be some of the most lucrative paying in the industry.

Prerequisites: All Core Courses

Course Curriculum

Important Disclosure
Important Disclosure 00:00:00
Introduction
Introduction: What This Course Is, and What It Is Not (Banking I) 00:00:00
Part One: Understanding Banking
1. An Overview of the History of Banking 00:00:00
2. Banking in the United States 00:00:00
3. The Basic Functions of a Bank Today 00:00:00
4. The Differences Between Banks and Other Financial Institutions 00:00:00
Part Two: Mystery Shopping Banks and Financial Institutions
1. Means of Banking Today 00:00:00
2. Banking Shops – Customer Experience and Compliance 00:00:00
3. Specific Types of Mystery Shops 00:00:00
Part Three: Doing the Shop
1. Are You Right for the Shop? 00:00:00
2. Prepare for the Part 00:00:00
3. Study the Guidelines and Form Carefully 00:00:00
4. Pay Close Attention to Detail and Accurately Report Your Experience 00:00:00
5. Add any Required Uploads 00:00:00
6. Last Steps 00:00:00
Part Three: Closing Thoughts
Closing Thoughts on Banking and Financial Institutions 00:00:00
Appendix I – BASIC BANKING VOCABULARY
Appendix I – BASIC BANKING VOCABULARY 00:00:00
Banking and Financial Institutions I Exam
Banking and Financial Institutions I Exam 00:30:00

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