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Call Center Contact Staff Training - Compliance, Security and Cyber Issues All Day Streaming

Finally, a program focused on financial institution employees who answer the phone.
Upcoming
DATE

Tuesday, February 24, 2026
10:00 am - 5:00 pm

INSTRUCTOR

Deborah Crawford

FORMAT

Live Stream

$849.00 or 5 Tokens

Includes: 12 months of OnDemand playback access

  • Customer Service
  • Deposit Compliance
  • Technology/Security
  • Branch Manager
  • Compliance Officer
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Senior Management
  • Training Manager
  • Trainer

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This program will lay a good foundation of what accounts a financial institution offers,

the regulations we have to follow, and the security protocols and why they exist. This all-day class is a primer for your call center.

What You'll Learn

  • A survey of the regulations: Regulation D, CC, DD, and E
  • Authenticating your customers’ identities from cyber crimes
  • BSA security and red flag training
  • Understanding what areas of your financial institution can do for the account holder
  • How to manage complaints and document the results
  • How to navigate online banking: legal ownership, transfers between accounts, and legal ownership
  • Handling difficult customers
    •

    Who Should Attend

    This session is ideal for call center staff, management of deposit operations, training, and compliance.

    Deborah Crawford

    Instructor Bio

    Deborah Crawford is the President of Gettechnical Inc., a Florida based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 35+ years of combined teaching and banking experience.

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