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Banking Customer Service Training Course – CPD Accredited cover image

Banking Customer Service Training Course – CPD Accredited
Training Express Ltd

CPD Accredited | Free PDF & Hard Copy Certificate included | Lifetime Access

Summary

Price
£19 inc VAT
Study method
Online, On Demand 
Course format
Video with subtitles and transcript
Duration
1.1 hours · Self-paced
Qualification
No formal qualification
CPD
10 CPD hours / points
CPD What's this?
Certificates
  • Digital certificate - Free
  • Hard copy certificate - Free
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students
5 students purchased this course

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Overview

This Banking Customer Service Training Course – CPD Accredited is perfect for anyone looking to start or grow a career in banking. The course gives you a full understanding of how the banking industry works and what great customer service looks like in this field. You will explore the key services and products banks offer, including savings, loans, and current accounts. It helps you understand what customers need and how to explain these services clearly and simply.

Next, the course covers the important rules and regulations in banking. You will learn about compliance and why following legal rules is vital when working with customer money and accounts. Understanding these rules helps protect both the bank and the customer.

You will also learn how to handle customer questions and complaints in a professional and polite way. The course shows you how to deal with different types of people, stay calm, and find the best solutions.

Finally, the course focuses on developing strong customer service skills, such as communication, active listening, and problem-solving. These skills help build trust and make customers feel valued. This course prepares you to work in a customer-facing role with confidence and care.

Learning Outcomes:

  • Understand the banking industry and customer service basics.
  • Learn about common banking products and services.
  • Understand financial regulations and basic compliance rules.
  • Handle customer enquiries and complaints professionally.
  • Build key customer service and communication skills.
  • Learn to meet customer needs in banking environments.

Key Features

  • Accredited by CPD
  • Instant e-certificate
  • FREE PDF + Hardcopy certificate
  • Fully online, interactive course with audio voiceover
  • Self-paced learning and laptop, tablet, smartphone-friendly
  • 24/7 Learning Assistance
  • Discounts on bulk purchases

Enrol now in this course to excel!

Certificates

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

This course contains

Format: 5 Videos (with subtitles and transcripts) and 2 PDFs

Duration: 1h and 7m

    • 1: Module 1 Understanding the Banking Industry and Customer Service 13:11
    • 2: Module 2 Banking Products and Services 14:35
    • 3: Module 3 Financial Regulations and Compliance 13:32
    • 4: Module 4 Handling Customer Enquiries and Complaints 10:47
    • 5: Module 5 Developing Key Skills for Customer Service Excellence 12:10
    • 6: Leave a Review 01:00
    • 7: CPD Certificate 01:00

Description

Learners will first understand how the banking sector operates and why customer service is important in every interaction. They will learn about the main services and products offered by banks and how to clearly explain them to customers.

The course also teaches learners about financial laws and compliance rules, including how to protect customer data and follow the right procedures. They will understand why rules matter and how to work within them every day.

Next, learners will focus on how to handle customer enquiries and complaints. This includes speaking clearly, staying calm, and knowing how to respond to different customer concerns. They will learn how to solve problems quickly while keeping the customer happy.

Finally, the course helps build strong service skills like listening, empathy, and teamwork. Learners will also develop confidence when speaking to customers in person, over the phone, or online. These skills will help them work well in a busy bank or finance setting.

Course Curriculum:

  • Module 1 Understanding the Banking Industry and Customer Service
  • Module 2 Banking Products and Services
  • Module 3 Financial Regulations and Compliance
  • Module 4 Handling Customer Enquiries and Complaints
  • Module 5 Developing Key Skills for Customer Service Excellence

Who is this course for?

  • People starting a career in customer banking services.
  • Jobseekers wanting banking and service knowledge.
  • Staff working in front-line banking roles.
  • Career changers entering the banking field.
  • Anyone wanting to improve service in banking.

Career path

  • Bank Customer Service Assistant
  • Banking Support Officer
  • Financial Services Call Handler
  • Customer Care Representative (Banking)
  • Banking Enquiry Advisor
  • Complaints Handling Assistant (Banking)

Questions and answers

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Reviews

5.0
Course rating
100%
Service
100%
Content
100%
Value

Legal information

This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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