Requires completion of course : Introduction to Mystery Shopping
Banking & Financial Institutions I
Prerequisites: Core Courses
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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