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404-790-1093/405-517-7976


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bank personnel training

TELLERS

CUSTOMER SERVICE REPS/ UNIVERSAL BANKER

CUSTOMER SERVICE REPS/ UNIVERSAL BANKER

Training courses include:


  • BSA
  • BSA-CTRs/Suspicious Activity
  • Check Fraud
  • Customer Service Essentials
  • Deposit Account Fundamentals
    • Account Ownership
    • Characteristics and Types
  • Elder Financial Abuse-Detection and Prevention
  • Endorsements
  • e-Mail Security of Financial Institutions
  • Identity Theft
  • Introduction to Checks
  • OFAC
  • Privacy
  • Reg CC and Funds Availability
  • Reg E
  • Robbery Training
  • Stop Payments
  • Teller Success Money Handling and Customer Priority
  • Tellers Cross-Selling/A Customer Service Skill
  • Wires


Other Classes Available upon Request

CUSTOMER SERVICE REPS/ UNIVERSAL BANKER

CUSTOMER SERVICE REPS/ UNIVERSAL BANKER

CUSTOMER SERVICE REPS/ UNIVERSAL BANKER

Training Courses include:


  • BSA-CIP
  • BSA-CTRs and Suspicious Activity
  • Beneficial Ownership
  • Check Fraud
  • Customer Priority
  • Cross Selling - Matching Products to Consumer Needs
  • Customer Service Essentials
  • Deposit Accounts-Characteristics and Types
  • Deposit Accounts - Counseling Customers and Opening Accounts
  • Deposit Account Fundamentals
  • Elder Financial Abuse
  • Endorsements
  • E-mail Security
  • Escrow
  • Identfications
  • Basic Guide to IRAs
  • Advanced IRAs
  • New Account Fraud Prevention
  • New Account Orientation
  • OFAC
  • Privacy
  • Product Training
  • Reg CC and Funds Availability
  • Reg E
  • Reg E - Key Disclosures and Liability
  • Robbery Training
  • TISA Overview
  • Wire, ACH, Stop Payments


 Other Classes Available upon Request 

LOAN OPERATIONS

CUSTOMER SERVICE REPS/ UNIVERSAL BANKER

Software Training

Training Courses include:


  • Amendments to Notes
  • Appraisal Rules
  • Basic Loan Documentation
  • Collateralizing all types of loans
  • HMDA
  • Loan Booking
  • Loan Payment Processing
  • Loan Processing
  • Loan Review
  • Loan Technical Exception Tracking
  • Real Estate Loan Documentation
  • Refis, Extension, Change in Terms
  • TRID  

Other Classes Available upon Request 

Software Training

Software Training

Software Training

Excel

Word

PowerPoint

Skills

Software Training

Skills

Supervisor Training

ACH Origination

Leadership

Time Management

Communication Skills

Problem Solving



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