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Update on Overdraft Services and Junk Fees

Upcoming
  • Tue, May 14, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

CFPB has been hot on the trail of junk fees - is your institution at risk? Join us as we look at supervisory guidance from the regulators and lessons learned on consent orders.

Onboarding to FedNow®: A Guide for Financial ...

Upcoming
  • Tue, May 14, 2024
  • Presented by Kevin Olsen
Kevin Olsen
$299.00

Unpack the essentials of integrating with the FedNow® service. Dive into insights from Operating Circular 8, FedNow® service operating procedures, and real-world experiences to learn about the FedNow® onboarding process.

Frontline Excellence: CEO of the Customer Exp...

Upcoming
  • Wed, May 15, 2024
  • Presented by Vicki Kraai
Vicki Kraai
$299.00

Front-line employees are the CEOs of the customer experience. Their every action and reaction significantly impacts your brand's reputation. However, do we train them to see themselves in this influential role, or do we perceive them only as tellers? This training is a must to take your customer experience from ordinary to extraordinary.


Safe Deposit Boxes: Don't Set 'Em and Forget 'Em

Upcoming
  • Thu, May 16, 2024
  • Presented by Dawn Kincaid
Dawn Kincaid
$299.00

Safe deposit boxes are an essential part of any financial institution, but did you know that neglecting their proper maintenance and security measures can lead to compliance and legal issues? In this session, we'll explore the importance of having detailed procedures and strong controls for opening and maintaining safe deposit boxes.

Spotting Opportunities and Making Referrals

Upcoming
  • Thu, May 16, 2024
  • Presented by Janice Branch
Janice Branch
$299.00

Our best strategy for keeping depositors loyal is deepening the relationship we have with them. In this webinar, frontline and call center staff will learn to take their customer service skills to the highest level by looking for opportunities to promote products and services that provide solutions for depositors.

Opening Accounts for High Risk Customers

Upcoming
  • Tue, May 21, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

The BSA exam identifies many services and customers as high risk for money laundering. In this webinar, we’ll look at what makes a customer or service high risk, and the extra due diligence required to protect your institution.


Anatomy of an Attack – Business Email Comprom...

Upcoming
  • Tue, May 21, 2024
  • Presented by Dylan Kreutzfeldt
Dylan Kreutzfeldt
$299.00

Join us as we walk through a real-world case study of a Business Email Compromise attack! We’ll discuss how BEC can turn into full network compromise, and lessons you can leverage to prevent this attack from occurring in your institution.

Understanding the Role of the Notary Public

Upcoming
  • Wed, May 22, 2024
  • Presented by Terri D. Thomas
Terri D. Thomas
$299.00

The webinar provides the do's and don'ts of being a Notary Public. In this webinar, you'll learn about Notary Public responsibilities and notorial acts, basic laws and liability.

Loan Participations: What You Should Know

Upcoming
  • Wed, May 22, 2024
  • Presented by Jeffery Johnson
Jeffery Johnson
$299.00

Learn the basic requirements for successful loan participations or syndications.

 

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