Hard Skills
AdvancedFinancial Product KnowledgeComprehensive understanding of banking products including checking accounts, savings vehicles, loans, and investment options.
IntermediateAML and KYC ComplianceKnowledge of Anti-Money Laundering (AML) laws and Know Your Customer (KYC) regulations to prevent financial fraud.
IntermediateCross-Selling and UpsellingTechniques for identifying client needs and offering additional or premium financial products that provide extra value.
IntermediateCredit Analysis BasicsThe ability to evaluate a customer's creditworthiness and financial history for loan applications.
Soft Skills
IntermediateRelationship ManagementThe ability to build and maintain long-term trust-based relationships with clients to ensure retention and loyalty.
IntermediateConsultative SellingAn approach that focuses on building a relationship and identifying customer needs before proposing a specific financial solution.