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Free Online Course:
Offering Bank Products
"Offering Bank Products" is a practical training course designed to equip financial and tax professionals with the tools needed to present, manage, and deliver essential financial services to their clients. Participants will gain a clear understanding of key offerings including refund advances, preseason loans, and backend fee structures to enhance their service menu and generate additional revenue streams. By mastering these bank products, learners can streamline their business operations while providing seamless, high-value financial solutions during tax season and beyond.
Core Financial Offerings: Provides a comprehensive breakdown of standard bank products to help tax and financial professionals expand their service menu.
Fee Structure Mastery: Teaches how to navigate, explain, and manage backend fees transparently while optimizing revenue per transaction.
Refund Advance Solutions: Walks through the step-by-step process of offering zero-interest or fee-based refund advances to increase client retention.
Preseason Loan Setup: Explores strategies for implementing preseason loan options to provide early capital to clients before tax season begins.
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Offering Bank Products
Overview of Bank Products
Understanding Backend Fees
Offering Refund Advances to Clients
Understanding Preseason Loans
Talk to us. We answer.
No bots. No hold music. No runaround. When you reach out to TAFS Financial, you reach a real expert who is ready to help on your schedule.
(901) 262-2498
Available Monday-Friday 9am-6pm and Saturday 9am-12pm
HL
HORN LAKE OFFICE
1975 Goodman Rd, Horn Lake, Ms
SV
SOUTHAVEN OFFICE
868 Goodman Rd, Southaven, MS
@MISHA_MMILAN
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