Client Management | Training Materials

(For internal use only)

Training Folder Order Form

Please complete and submit an order form if you would like to request training folders.

Name*
First Last
Financial Institution Name*
Shipping Information:*
Add additional rows for multiple locations.
Contact Name Phone Number Address Address Line 2 City State Zip Code Quantity
FI Training Date*
MM slash DD slash YYYY
Materials Due at FI*
MM slash DD slash YYYY
Billable*
- Yes
- No
Please check all that apply to be included in Training Packet*
- Select All
- BaZing Customer Service Business Card
- "Hello" Name Tag
- Sales Piece (Placemat or Brochure)
- Benefit Reference Guides
- Commit to Memory / Notes Page
- Customer/Member Experience 1-2-3
- FAQs
Total Quantity*
Upload Files
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Accepted file types: jpg, png, pdf, jpeg, doc, docx, xlsx, Max. file size: 50 MB.
Additional Comments

Training Videos

This is BaZing training for account openers, which includes tellers, lenders, and all back-office employees. Emphasis is on product knowledge and the mobile app, all from the perspective of how they as an employee can maximize their experience with the new product.

The videos intend to educate, inform, reinforce, energize and engage customers in conversation. After viewing the videos, they will be essential for managers to utilize in huddles and team meetings. They are designed to promote engagement with frontline, branch teams, and other departments.

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