EdX

Service Etiquette in Financial Services (edX)

Service Etiquette in Financial Services (edX)

Service etiquette refers to how service professionals use expected and effective manners to demonstrate professionalism with customers. But lack of appropriate understanding and guidance results in the breach of service etiquette rules thereby impacting the reputation of the organisation. On the contrary, consistently maintaining service etiquette standards uplifts brand reputation.

Class Deals by MOOC List - Click here and see EdX's Active Discounts, Deals, and Promo Codes.

Service etiquette demonstrates effective interpersonal skills, which can help service professionals make a positive impression and deliver a high standard of service. For financial services, carefully executed etiquette strategies can help financial service professionals to connect with their customers, develop positive relationships, and make a good first impression. More importantly, when dealing with consumer finances, it creates customer trust and confidence.
The course endeavours to understand the dimensions of service etiquette and leverage it to increase conversions, improve customer loyalty, trust, and respect.

What you'll learn

  • Service Etiquette Fundamentals
  • Types of Service Etiquette
  • The Need for Effective Service Etiquette
  • The Written & Un-written Rules of Service Etiquette
  • The Impact of Service Etiquette on Organisational Reputation
  • Achieving Impactful Interactions – Professional & Personal Approach
  • The Role of Effective Verbal & Non-Verbal Communication Achieving Professionalism via Service Etiquette
  • Expected Service Etiquette for Financial Services
  • Netiquette – The Etiquette for the Digital World

Syllabus

Week 1: Fundamentals of Service Etiquette
Fundamentals of Service Etiquette. Role of Emotional Intelligence in Service Etiquette.

Week 2: Social Interaction Etiquette
Bringing civility at workplace. The un-written rules of Service Etiquette. Achieving Impactful Interactions.

Week 3: Art of Communication
Creating Human Moments. Professionalism via Service Etiquette.

Week 4: Workplace Decorum & Netiquette
Office Manners to Engage Positively to Ensure Camaraderie. Netiquette Fundamentals.

Go to Class
MOOC List is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Related Courses

Relationship Marketing Strategy for Financial Services (edX) EdX
State Bank of India - SBI

Relationship Marketing Strategy for Financial Services (edX)

Comprehend the key principles of relationship marketing for financial services. Learn to create, practice and sustain excellent relationship with clients. Marketing now is less about the Product or Service and more about the value it creates for the Customers. Ergo, it is imperative for Financial Services’ professionals to move from transaction management to relationship management and create meaningful relationships with the sole objective of enhancing customer value.

Self Paced
Self-Paced
Project Management: Mastering Complexity (edX) EdX
Delft University of Technology,DelftX

Project Management: Mastering Complexity (edX)

Develop the project management skills you need to handle complexity in engineering, infrastructure and other large projects. Underestimating project complexity is widely accepted as one of the major causes of project failure. Based on international benchmarking activities (Merrow, 2010), we know that an average of 40% of projects do not deliver what they promised; for megaprojects in the oil and gas industry this figure is even worse (Ernst&Young, 2014).

Mar 14th 2024
5-12 Weeks
Digital Transformation of Financial Services - Capstone Project (Coursera) Coursera
Copenhagen Business School

Digital Transformation of Financial Services - Capstone Project (Coursera)

In this capstone project course, we ask YOU to apply everything you have learned in this specialization to analyze a real world company and to develop a digital transformation strategy for this company. You will have the possibility to choose between four different case companies, that varies in size (from small start-up to large financial service providers), industry (banking, financial trading, insurance) and geographical location.

Jun 8th 2026
5-12 Weeks
Developing Interpersonal Skills (Coursera) Coursera
IBM

Developing Interpersonal Skills (Coursera)

In order to have a successful professional life, you have to be able to communicate with the people you work with. You have to be able to communicate with co-workers in a way that establishes respect and influence. This short course is designed to teach you how to communicate with the people you work with in ways that shows confidence and gives them a sense of trust. By taking this course you will learn how to assert your influence and how you can use these skills to do things like resolve issues between people at work.

Jun 1st 2026
1 Week
Principles in Organizational Consulting (CDI) Other Providers
Consultants Development Institute

Principles in Organizational Consulting (CDI)

This Series provides easy-to-understand explanations and downloadable tools to build your acumen in business and guiding successful change. The Series provides clear and concise descriptions to help you understand the “big picture” of organizations, including the various activities within them and how they all work together, whether in for-profits, nonprofits or government. This Series is relevant to advisors, trainers, facilitators, coaches, mentors, leaders and staff roles working in organizations or independently.

Self Paced
Self-Paced
Communication and Interpersonal Skills at Work (FutureLearn) FutureLearn
University of Leeds,Institute of Coding

Communication and Interpersonal Skills at Work (FutureLearn)

Improve your communication skills at work and learn how to navigate positive collaboration in the modern workplace. Discover useful communication strategies for the workplace. Whether we communicate from behind a screen or face to face, strong interpersonal skills allow us to share ideas, points of view, expertise, and information effectively. On this course, you’ll discover the best communication strategies for effective workplace collaboration, and reflect on your own personal communication style.

Sep 4th 2023
2 Weeks
Authentic Engagement With Clients (and Others) (CDI) Other Providers
Consultants Development Institute

Authentic Engagement With Clients (and Others) (CDI)

In this Series about the “soft” skills, you’ll clarify your own values, perspectives and biases and then how to manage them for positive change with others. You’ll know how always sustain collaborative and productive relationships with your clients and others. You’ll be equipped to conduct powerful coaching conversations for performance, change and learning. You’ll be ready to facilitate highly productive meetings with a wide variety of clients and groups.

Self Paced
Self-Paced
Derivatives Markets: Advanced Modeling and Strategies (edX) EdX
MIT,MITx

Derivatives Markets: Advanced Modeling and Strategies (edX)

Financial derivatives are ubiquitous in global capital markets. Students will obtain a sophisticated understanding of valuation methods; tools for quantifying, hedging, and speculating on risk; and a basic familiarity with major markets and instruments. Financial derivatives are ubiquitous in global capital markets, and those products and the institutions around them continue to evolve at a rapid pace.

Sep 18th 2024
5-12 Weeks