In today's highly competitive personal banking space, employees who are committed to superior service and personal development are the ones who excel.
YOU WILL DEVELOP
| A deeper understanding in investment practices. | Skills to establish stronger, more rewarding, client relationships including "relationship selling". | A detailed understanding of consumer lending practices and how to best mitigate risk. |
| Proven approaches to translate customer information into quality advice. |
LEARNING PATHWAY
Enrol by Course
Select courses individually.
*External Designation Recognitions are subject to CSI's External Designation Recognition policy and fee.
NOTICE – 5 YEAR RULE: The educational path must be completed not more than 5 years prior to application to receive the certificate. If an individual has exceeded the 5 year time line, completion of the highest level requirement in the educational path (or equivalent) will be required prior to being granted the certificate.
LEADS TO CAREERS SUCH AS:
- Personal Banker
- Personal Banking Representative
- Consumer Lender