course

CSO Basics

Learn the duties of a Customer Service Officer (CSO) and the importance of confidentiality at all times.

Bankers Academy

Updated Jan 26, 2025

What you'll learn

Perform the appropriate tasks and duties of the Customer Service Officer.
Act appropriately and professionally as a representation of the financial institution to the customer.
Understand and use cross-selling procedures and strategies to further customer relationships with the financial institution.

Course Description

This course will offer an overview of the duties and responsibilities of the Customer Service Officer (CSO). This course will also introduce the learner to aspects of confidentiality and professionalism, which should be adhered to at all times.