Financial Customer Service Representative microcredential badge

A Financial Customer Service Representative is responsible for engaging with customers on behalf of their company. They provide introductory information to new customers and ensure that customers are satisfied with products and services. Escalating queries and troubleshooting issues with a product of service. This micro-credential prepares the student with business communication skills, information management skills, and finance fundamentals to prepare for career opportunities in the finance industry. Upon successful completion of these classes, the student will receive a digital badge in Financial Customer Service Representative.

Courses Required

This course focuses on the importance and development of effective oral and written communication in the workplace. Appropriate techniques will be applied to the preparation, composition, and revision of traditional business documents, resumes, and electronic communications. Formatting, research techniques, and the use of visual aids and correct mechanics will be emphasized. Oral communication skills will be demonstrated through the delivery and evaluation of presentations and group work activities.

This course provides the student with an overview of the general concepts of finance. Topics covered include financial instruments, financial markets, the interpretation of financial statements and financial data.

Management Information Systems use information technology to record, store, process and present data that management can use to make business decisions. Through hands-on-experience with productivity/application software students will acquire the skills needed to organize data that adds value to business decision making process.

Pre-requisite(s):  None

Method(s) of delivery: Online, in-person

Credit or Non-credit:  Credit

Minimum Grade Proficiency: B

(Grades will be recorded on the student’s transcript. Students who meet the grade proficiency are eligible to earn the microcredential. If a grade is earned below the proficiency level, the course grade cannot be used toward the microcredential, but is eligible for graduation requirements.)

Credits Earned Upon Completion:  9

Student Outcomes

BUS 10800 – Business Communications

  • Describe the role that listening, writing, and speaking play in the contemporary workplace
  • Compose and revise memos, letters, reports, proposals, resumes, and electronic messages using proper style, format, mechanics, and visual aids in accordance with effective writing techniques and strategies
  • Research, create, organize, deliver, and evaluate oral presentations with the purpose of interviewing, informing, and persuading using appropriate delivery methods
  • Demonstrate proper techniques and etiquette when preparing for and conducting meetings and telephone conversations
  • Explain the process of group problem solving and decision making

FIN 10100 – Principles of Finance

  • Recognize basic financial concepts and identify the various types of Financial Instruments
  • Explain the role of financial intermediaries and the banking system
  • Describe the impact of interest rates on the economy
  • Describe how investors utilize financial statements
  • Explain the process that individuals should follow when investing their money

MGT 11100 – Management Information Systems

  • Recognize the benefits of spreadsheet/database and presentation software in the support of business decisions
  • Employ spreadsheet formulas, functions, and charts, to address business issues
  • Use spreadsheets to organize, analyze, interpret, and summarize data to assist in the management decision making process
  • Create presentation that organize and summarize information to improve business decision making
  • Use graphics/charts, animations, and multimedia to present business issues


BUS 10800 – Business Communications

  • Illustrate written and oral skill techniques
  • Produce written documents utilizing effective written techniques that are clear and concise
  • Demonstrate oral presentation skills and persuasion concepts utilizing various delivery methods
  • Use interpersonal skills to demonstrate various meeting planning techniques and professional competencies
  • Coordinate team work and collaboration techniques

FIN 10100 – Principles of Finance

  • Demonstrate an understanding of the various types of financial instruments
  • Understand the relationship of the institutions in the financial system
  • Evaluate financial statements using ratio analysis
  • Relate how interest rates impact the economy effect financial decisions
  • Use time value of money to help guide investment decisions
  • Demonstrate an understanding of the individual investing process

MGT 11100 – Management Information Systems

  • Produce spreadsheets that organizes and summarizes data to assist management during the decision make process
  • Use spreadsheets to do data modeling using “What-if” scenarios
  • Link data from spreadsheets in presentation programs
  • Create presentation that organize and summarize information to improve business decision making

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