Telephone Basics

Being a teller isn’t just about face to face interactions with customers. You are also expected to interact with customers and potential customers over the phone. In order to securely and efficiently serve customers over the phone, you need to have an understanding of telephone based customer service and the proper security procedures for conducting bank business over the phone.

This Telephone Basics online training course will provide you with the information you need to capably and securely represent your bank over the telephone.

Course Learning Objectives

By taking this online Telephone Basics course, the user will learn to:

• Courteously and securely assist customers and non-customers over the phone
• Discuss the heightened security procedures necessary for telephone banking
• Identify the procedures for dealing with telephone based threats

Course Outline

This online Telephone Basics course is made up of the following sections:

1. Telephone Customer Contact
2. Telephones and Banking
3. Telephone Threats

Course Audience

This Telephone Basics online training course was designed for bank employees.

If you have any concerns as to whether this course is appropriate for you or your industry, please browse our full selection of online courses.