CSBS BAI Course Catalog

Presentation Skills

Presentation Skills 60 minutes In this course you will learn about one of the most intimidating methods of communication: presentations. You will receive worksheets and checklists to help you plan and present your remarks for the most impact, and you will learn how to deal with anxiety that often accompanies such assignments. The course also includes tools and techniques to help you determine what the audience wants and needs, methods to gauge their needs, and a structure for organizing and formatting a good presentation. 60 minutes As remote work becomes more common, employees are increasingly called on to make virtual presentations to colleagues and clients. This course covers techniques to help individuals prepare for both virtual and in-person presentations that succeed with audiences. You will learn how to identify audience needs, structure compelling information, hone your delivery, and apply best practices for virtual presentations. Social Media 35 minutes Intended for everyone, this course discusses social media and the role of social media marketing. It identifies commonly-used social media platforms and explains the significance of each in a marketing context. It also discusses the various aspects of developing a social media marketing plan. Presentations That Work in a Virtual Environment Social Media Marketing Telephone Techniques 45 minutes This course provides an introduction to effective telephone techniques. Many people overlook the importance of telephone communications, yet the telephone is the most common means for customers to contact a financial institution. Misunderstandings about effective telephone techniques can lead to lost sales or customers. This course will teach skills that help boost organizational success and professionalism. 60 minutes This course, recommended for all employees, will help you understand why telephone communications can be so challenging and presents some potential barriers inherent to telephone communication. In addition, this course gives the definition of listening, the five stages of the communication process, how to effectively answer business calls, effective and courteous ways to place callers on hold, steps to follow to minimize call escalation, and the process for breaking up complex calls. Telephone Techniques for Customer Interactions Telephone Skills

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