Training

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.

In this series of recorded episodes with bonus live Q&A, banking expert and podcaster Jim Marous will equip banking professionals with the skills and knowledge to thrive in a rapidly evolving industry. Jim will be joined by five industry experts and seasoned banking professionals to explore the transformative role of AI in today's financial environment, the importance of fostering a culture of innovation, digital fluency and much more! Buy now and access all five episodes in your account when they drop on September 17th!

Do you find it difficult to decipher which call report loan code to use? Unsure where specific loan income belongs? If you have ever found yourself second-guessing your Call Report lending entries, then this is the workshop for you!

Instant payments move money faster than ever, but they also create new fraud and risk challenges. This session highlights how to stay protected.

This two-part seminar equips financial institution professionals with practical strategies and communication frameworks to create a seamless, customer-centered experience that builds trust and drives effective cross-selling. Participants learn how to align branding, advocacy, and sales efforts, then apply proven systems and real-world case studies to turn everyday customer interactions into meaningful relationships, retention, and growth opportunities.

Practical strategies to manage priorities, meetings, and focus—without longer hours!

Looking to better understand how to develop and document your system of internal controls? Is Enterprise Risk Management a mystery to you? This 2-part webinar will provide the participant with an easy way to build a framework over internal controls, to include several sample schedules that can be utilized and customized for your institution. Learn also the key components of implementing an enterprise-wide risk management system along with an applicable framework.

Are you in need of basic training on accounting matters? Or a refresher on the common transactions that roll through your bank’s general ledger?

Are you in need of basic training on accounting matters? Or a refresher on the common transactions that roll through your bank’s general ledger?