Available courses

Problem Solving and Decision-Making (PSDM) Module for Lifebankers

Ang  module na ito ay makabuluhan sa ating trabaho from rank and file employee to leadership roles. Ang PSDM module ay tumatalakay ng iba't ibang kasanayan at competency as a problem solver and decision makers bilang isang LifeBanker. Pag-uusapan natin dito ang competency ng isang leader. Matatalakay din natin ang iba’t ibang approach kung paano natin mare-resolba ang ating mga problema at pagbigay ng agrang desisyon  sa ating departamento at sa ating organisasiyon mismo. Isa pa, bibigyang tuon sa kada lesson ang magagawa ng isang leader sa kaniyang team members kapag may problema at mahalagang desisiyong paglalaanan gamit ang ating core values bilang isang Lifebanker.

Nawa'y matulungan ka ng module na ito! 

Customer Service

This course will is designed for Account officers to enhance their delivery customer service and manage client issues effectively. By taking course they will enhance service skills by mastering the five dimensions of service quality—Tangible, Assurance, Reliability, Responsiveness, and Empathy—and learn the L.A.S.T. method for effective service recovery. The course covers improving physical presentation, building client trust, ensuring consistent service, responding promptly, and showing empathy. It also teaches the L.A.S.T. method: Listen, Apologize, Solve, and Thank. This course ensures that the Account officers will boost client satisfaction and strengthen LifeBank's reputation through improved service interactions and effective issue resolution.

 

Center Formation for Account Officers

Effectively establishing and managing centers is crucial for achieving organizational goals and ensuring operational success. This course, "Center Formation," provides a detailed exploration of the steps involved in forming centers, selecting appropriate locations, appointing key personnel, and understanding re-orientation guidelines. Participants will gain practical skills and insights necessary for successful center formation and management.

Center Management for Account Officers

Microfinance account officers need to effectively manage their centers to ensure smooth operations and compliance with LifeBank policies. The course aims to develop essential center management skills, including the importance of center collection, conducting effective weekly meetings, and implementing administrative policies and guidelines. Participants will explore key topics such as the significance of center collection and management, strategies for productive weekly meetings, and best practices for administrative procedures. The course also covers the DO’s and DON’T’s for efficient and compliant operations. By accessing course materials at their own pace, account officers will enhance their management capabilities, leading to more effective center operations and improved compliance with policies.

 

Member Selection for Account Officers

The Ikabuhi Microfinance Program (IMP) by LifeBank Foundation aims to break the chains of poverty by providing financial services to enterprising poor women. The module will cover the following key areas: Member Selection: Criteria and procedures for selecting members who demonstrate potential for successful participation in the program. Credit and Background Investigations: Detailed processes for assessing the financial history and background of applicants to ensure they meet the program’s standards.

Loan Collection for Account Officers

Magandang araw!

Ang module na ito ay tumatalakay sa akma, wasto, at tiyak na pagsasagawa ng loan collection. Mauunawaan rito ang iba’t ibang diskarte sa pagpapalawak ng kaalaman ng isang Account Officer during loan collection days sa ating mga Nanay. Paano makakatulong ang tamang pagsasagawa ng loan collection sa pag-maanage ng credit risk? Anu-ano ang mga pag-uugaling ating maisabuhay bilang 'frontliner' sa field? Nasusunod ba nang wasto ang pagsasagawa ng loan collection? Matatalakay rin dito ang mga vital skills sa pagsasagawa ng loan report na tiyak sa iyong trabaho. Mabibigyang importansiya rin ang mga pagpapahalaga o values na matutuhan mula sa ating core values bilang isang LifeBanker. 

Effective Communication for Account Officers

This training module will enable account officers to learn and understand the importance of effective communication in their roles in Relationship Development and PAR management. The learner will be able to identify and define the different components of communication. Through understanding andrelating the performing AO Attributes in the actual work, the learner will be able to understand the essence of effective communication. This module includes specific and concrete examples that will reinforce the learning of concepts and processes of communication. Overall, this training will equip the account officers with the basic concepts of communication and how it is effectively applied in building positive relationships and in managing the PAR.

 

Credit Assessment for Account Officers

    Good day!

    Ang module na ito ay makakatulong sa inyo para ipaliwanag kung gaano kahalaga na maisagawa nang tama at madiskarte  ang Background Investigation/ Credit Investigation (BI/CI) sa ating prospect clients. Matatalakay rin kung anu-ano ang mga credit risks kapag hindi naisagawa ng tama ang BI/CI. Ang mga ideal na pag-uugali ay iyong matututuhan sa module na ito. Mapapaliwanag rin dito ang iba’t ibang skills na dapat taglayin ng isang Account Officer (AO) sa kaniyang trabaho kalakip ang core values ng LifeBank. 

    Loan Report for Account Officers

      Magandang araw!

      Ang loan report ay isa sa mga factors na kailangan natin sa pag-approve ng loan membership. Gaano nga ba kahalaga ang loan report sa pag-manage ng credit risk lalong lalo na sa membership retention ng isang branch? Matututuhan sa module na ito ang iba’t ibang skills ng isang Account Officer kung paano gumawa ng wasto at tiyak na mga reports. Gamit ang mga ideal behaviors sa module na ito, malalaman mo ang malaking ambag ng loan report processing sa pag-manage ng credit risks sa ating mga members. Matatalakay rin ang core values integration ng LifeBank sa module na ito na tiyak akong magagamit sa ating trabaho at sa pagpapa-unlad ng ating sarili mismo.  

      Relationship Development for Account Officers

        Kumusta?

        Alam mo bang sa simpleng kumustahan ay makapagpapabago tayo ng buhay ng ating mga members? Sa module na ito, isa-isahin nating tatalakayin ang mga kaalaman, diskarte, at tips sa pagpapanatili ng healthy relationship kay Nanay matapos niyang ma-BI/CI at maging kasapi na ng ating programa. Ang sentro ng ating pag-uusapan all throughout sa module na ito ay nakatuon pa rin sa pangangasiwa o pag-mamanage ng credit risk kapag na-apply ito sa membership ni Nanay sa ating MFI. Paano nakatutulong ang building trust sa pag-manage ng mga Portfolio at Risks (PAR) members at membership retention sa ating mga branch. Matututuhan din ang mga ideal behaviors at skills sa module na ito lalong lalo na ang LifeBank core values sa pagpapa-unlad ng ating trabaho sa field. 

        Data Deep Dive: Enhancing Skills in Exploration and Cleaning for Data Quality

        Introduction: Data Exploration and Data Cleaning

        This training will enable the learner to understand the importance of data cleaning in data analysis using MS Excel. In particular, the learner can identify common data quality issues, such as missing values, duplicates, and inconsistencies. Guided with the tools and functionalities in MS Excel, they will be immersed in different data cleaning techniques, including imputation, outlier detection, and handling duplicates. The training will also feature hands-on data exploration and cleaning to facilitate active learning, knowledge application, and effective skills development. This training provides a foundation for ensuring data quality issues in the workplace, but basic familiarity with MS Excel would be beneficial.

        Communication in the Workplace

        Workplaces struggle with misunderstandings and inefficiencies due to poor communication practices. To address this issue, it's crucial to provide employees with the skills and knowledge necessary to communicate clearly, concisely, and impactfully in various professional scenarios. The "Foundation of Basic Communication" course is designed to tackle this challenge by offering a thorough exploration of fundamental communication techniques. Participants will engage with both theoretical insights and practical applications to develop their communication skills. By completing this course, participants will be equipped to enhance their interactions with clients, peers, and supervisors, leading to a more productive and harmonious workplace.

        Team Communication

        Organizing Skills

        Magandang araw sa inyo!

        Ang organizing skill ay kailangan ngayon sa isang trabaho lalong lalo na sa stress managemnt. Ang module na ito ay tiyak na makakatulong sa inyo hindi lang sa pag-aayos ng iyong gawain o tasks kundi sa mabisang pamamaraan ng pag-organize ninyo ng inyong sarili bilang isang LifeBanker. Anu-ano ang mga mhahalagang ideal behaviors o mga pag-uugali na meron ang isang staff kapag marami na siyang mga gawain o paperworks? Na-highlight rin sa module na ito ang pinagka-iba ng fixed at growth mindset sa ating trabaho. Mapapaliwanag rin ang iba’t ibang core values integration ng LifeBank sa module na ito sa pagpapabuti ng ating trabaho maging ang ating sarili mismo. 

        LBF - Onboarding Orientation

        New LifeBank employees joining the organization need to quickly acclimate to their roles and understand important company policies and legal requirements. The orientation is to integrate new hires smoothly by providing essential information on LifeBank's culture and policies. This online onboarding orientation course covers critical topics such as understanding legislated benefits, company benefits, and allowances. It also includes important information on the Safe Spaces Act and the Anti-Sexual Harassment Act of 1995, along with Lifebank's Code of Conduct and Ethics. Course materials are accessible anytime, allowing new employees to review content at their own pace. New employees will start their roles with a thorough understanding of their benefits, legal rights, and company policies, ensuring a smooth and informed transition into the organization.

        Coaching and Mentoring

         

        The Coaching and Mentoring Course is a development program for leaders that enables them to better support their employees' performance and development through coaching and mentoring.  Learning how to coach will help leaders to support, motivate and engage their teams towards growth and better performance. 

        This course covers the essential knowledge and skills that leaders need in order to coach and mentor. It includes the definition, framework, competencies as well as practical tips and guidance on how to apply this in the workplace.