About
STATUS: In production. Request to join and you will be notified the day it opens. Branch and call-center hires are trained on scripts and systems, then left to discover the business by making mistakes on customers. This course covers retail products, the customer lifecycle, channels, underwriting basics, and the consumer finance rules that govern all of it. WHAT YOU WILL BE ABLE TO DO • Explain the main retail products and how each earns for the bank • Apply basic affordability and underwriting logic • Handle the regulatory obligations attached to consumer finance • Recognize when a customer request carries risk the script ignores WHAT YOU WALK AWAY WITH Product summaries, an underwriting primer, and assessments. Institutional license available. FORMAT: Ordinary course, two days of structured content, self-paced DISCIPLINE: Retail Banking and Consumer Lending BUILT FROM: Foundations of Banking
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