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.
Webinars
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.
Today’s business structure environment is very complex. You will open many types of business accounts with multiple layers of ownership.
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.
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.
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.
Customer service is personal. Excelling at moving from ordinary to extraordinary is key in being proactive in how we coach our client facing employees.
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.
Learn the five vital signs of any organization and the ratios required to identify them.
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.
