Webinars

Deposit
Clear Filters
Done

Filter

Clear All
Webinar Type

Topics

Roles

Credit Types

Instructors

Format
Deposit

101 results

Sort by Best Selling
  • Best Selling
  • Price: High to Low
  • Price: Low to High
  • Alphabetical: A-Z

Opening New Accounts: Documentation and Compl...

OnDemand
  • Recorded Wed, November 16, 2022
  • Presented by Suzie Jones
Suzie Jones
$769.00

We are pleased to provide this outstanding 3 part virtual series on the topic of opening new accounts. The webinar series will encompass opening personal, business, trust, minor, power of attorney, estate accounts, and much more! Although not customized to specific state law, it will answer the more complicated and challenging questions customers and employees ask. Whether you are new to new accounts or have decades of experience, you will gain more confidence and be prepared to handle even the most complicated scenario!

New Accounts Study Part 3: When Your Customer...

OnDemand
  • Recorded Tue, January 31, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Every state is unique in its estate issues and affidavits at death. Learn what is involved in a small succession.

20 Legal Account Ownerships

OnDemand
  • Recorded Wed, May 25, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

This program is an A-Z on account ownership and documentation. We will go from single party accounts to the more complex type of business accounts. It is a must for anyone who opens or manages the new account functions.


FCRA Compliance: E-Oscar and Metro2

OnDemand
  • Recorded Thu, November 17, 2022
  • Presented by Matthew Urban
Matthew Urban
$279.00

This informative ninety (90) minute webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.

BSA and Cryptocurrency: What You Need to Know

OnDemand
  • Recorded Tue, November 15, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

This program is designed for community banks that are being affected by virtual currency at some level.

Handling Deceased Accounts

OnDemand
  • Recorded Thu, September 28, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Your account holder passed away and the family is grieving. Yet, in the midst of all the grieving and honoring of a life, the legal and compliance clock is ticking. In most states, checks can be paid for 10 days after the date of death.


Opening New Accounts Part 3: Fiduciary, Trust...

OnDemand
  • Recorded Fri, November 03, 2023
  • Presented by Suzie Jones
Suzie Jones
$279.00

An individual identifying themselves as a "fiduciary" wanting to open an account on behalf of the estate of a deceased individual, minor child, incapacitated individual, or formal trust can create much angst, mainly because the funds' owner is often absent. This two-hour webinar answers critical questions and concerns regarding documentation and compliance regulations when opening accounts for trustees, personal representatives, and fiduciaries. 

The Triple Play of Supervisor Communication: ...

OnDemand
  • Recorded Mon, January 23, 2023
  • Presented by Karen Butcher
Karen Butcher
$279.00

If you want to score a homerun for employee development start with a triple through holding one-on-one meetings, giving and receiving feedback, and learning to coach on a regular basis. If you could find the time to develop your employees and still get your work done, would you be willing to learn?

CTRs: Line-by-Line

OnDemand
  • Recorded Tue, November 28, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

The webinar will go line by line through the CTR.

 

Fulfill your bank training needs with webinars

We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.

Loading...