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New Accounts Study Part 1: Consumer Accounts

OnDemand
  • Recorded Thu, December 08, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

During this session, we will look at the federal and state laws that underly our consumer accounts.

Managing Your Managed Service Provider – 12 Q...

OnDemand
  • Recorded Mon, October 23, 2023
  • Presented by John Helland
John Helland
$279.00

Many organizations leverage a Managed Service Provider (MSP) to manage their IT infrastructure, often providing more expertise while saving some cost. But when it comes to protecting data, the term “cybersecurity” can mean different things to different organizations.

Strategies for Recruiting and Retention - 2 P...

OnDemand
  • Recorded Thu, July 27, 2023
  • Presented by Vince Carone
Vince Carone
$509.00

In this 2-part series, you will gain a deep understanding of the significance of employer branding in the recruitment process. You will also discover effective strategies for attracting and retaining top talent in a competitive market.


CRE Lending: Property Types, Lease Structures...

Upcoming
  • Mon, May 13, 2024
  • Presented by Richard Hamm
Richard Hamm
$299.00

As banks continue to deal directly with CRE loans plus indirectly through income-producing or rental real estate holdings that affect customers, it’s important to get beyond the numbers and assess the qualitative or non-financial factors that influence CRE performance over time.

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.

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.


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.

Hiring the Right Fit for Your FI

OnDemand
  • Recorded Wed, January 17, 2024
  • Presented by Vicki Kraai
Vicki Kraai
$299.00

Training managers and supervisors in on the hiring process are key to creating stellar teams. This workshop will take you through the best practices of hiring for the right fit, specific to the financial services industry.

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.

 

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