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Opening New Accounts Training Program

Upcoming
  • Wed, May 14, 2025
  • Presented by Matthew Dickinson
Matthew Dickinson
$1,850.00

This comprehensive course is tailored to equip new account and customer service representatives with the essential tools, deep insights, and a clear understanding of the compliance and documentation requirements needed to excel in successfully opening new accounts.

Serve Well, Sell Right at the Branch

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Janice Branch
Janice Branch
$279.00

Branch personnel and call center agents typically interact with more customers every day than anyone else in your financial institution. It makes sense that banks expect high foot traffic locations and high call volume points of contact help to generate quality referrals that lead to product and service sales. Yet staff in these positions often struggle in making a smooth transition from handling the transaction to a short, needs-based discussion that can lead to a referral or a cross-sell.

Opening Complicated Business Accounts - Multi...

OnDemand
  • Recorded Tue, January 18, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Today’s business structure environment is very complex. You will open many types of business accounts with multiple layers of ownership.


Small Business Lending Program

OnDemand
  • Recorded Wed, September 25, 2024
  • Presented by Tom Carlin
Tom Carlin
$1,650.00

This program emphasizes the core skills necessary to review and analyze small business lending requests. It gives participants the financial skills and confidence to ask appropriate questions to uncover financing needs. The result is a more profitable customer relationship.

No More Wasted Time: Mastering the Art of Eff...

OnDemand
  • Recorded Thu, March 20, 2025
  • Presented by Heather Legge
Heather Legge
$299.00

Stop letting unproductive meetings drain your energy and time. Instead, learn how to take charge of your calendar and make every meeting count. Join us and discover the tools and strategies to lead or participate in meetings that matter.

Onboarding Your New Hire: Experience or After...

Upcoming
  • Thu, May 29, 2025
  • Presented by Vicki Kraai
Vicki Kraai
$299.00

What does onboarding look like in your institution? What do you want it to look like? Join us to learn how to raise the bar with new hire onboarding, and how to wow new hires with a genuine interest in their success with your institution.


Proactive Relationship Customer Service

OnDemand
  • Recorded Mon, June 28, 2021
  • Presented by Melissa Marvin
Melissa Marvin
$279.00

Customer service is personal. Excelling at moving from ordinary to extraordinary is key in being proactive in how we coach our client facing employees.

Regulation O - Lending to Insiders

OnDemand
  • Recorded Wed, November 17, 2021
  • Presented by Jack Holzknecht
Jack Holzknecht
$279.00

This program provides the information needed by the lending, compliance and audit staff to assure ongoing compliance with the regulation. The program and the materials have been updated to include the recent FAQs released by the Federal Reserve Board.

Ratio Analysis to Determine Financial Strength

OnDemand
  • Recorded Thu, January 06, 2022
  • Presented by Jeffery Johnson
Jeffery Johnson
$279.00

Learn the five vital signs of any organization and the ratios required to identify them.

 

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