Credit Union Sales Training

Total Training Solutions' credit union sales training covers topics ranging from coaching to building a sales plan to sales teams and many more. All of our bank training webinars are led by experts from the financial industry.

20 Legal Account Ownerships, Titles, Sample Signature Cards and Legal Documentation

Presented By:Photo of Deborah Crawford Deborah Crawford
Wednesday, November 15th, 2017 - 1:30 pm Central Time Zone

This program is an A-Z on account ownership and documentation. It is a must for anyone who opens or manages new accounts.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4782/?idAff=19

Top 10 Health Savings Account Issues

Presented By:Photo of  Ascensus Ascensus
Wednesday, October 18th, 2017 - 1:30 pm Central Time Zone

Whether your organization already offers HSAs or is just thinking about it, join us as we discuss the Top 10 HSA issues revolving around these increasingly popular accounts.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4775/?idAff=19

Member Conflict: Opportunity Knocks

Presented By:Photo of Teresa Allen Teresa Allen
Wednesday, October 18th, 2017 - 10:00 am Central Time Zone

Learn how to differentiate between different types of complaints, how to respond to varied anger levels, and how to avoid conflict by catering to varied member personalities.

Related Topics: Sales, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4788/?idAff=19

Member Complaint Response Management

Presented By:Photo of
Thursday, October 12th, 2017 - 10:00 am Central Time Zone

This session will address the compliance requirements and best practices for complaint resolution.

Related Topics: Compliance, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4792/?idAff=19

For Sales Managers: Build a No-Excuses Sales Environment

Presented By:Photo of Jack Kasel Jack Kasel
Monday, September 25th, 2017 - 12:00 pm Central Time Zone

Learn specific strategies to build and cultivate a culture of responsibility with your team. No excuses, big results!

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4795/?idAff=19

Closing Accounts

Presented By:Photo of Deborah Crawford Deborah Crawford
Wednesday, September 6th, 2017 - 10:00 am Central Time Zone

This program will focus on the personal account issues of closing accounts and taking off signers in this complex world.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4783/?idAff=19

Advanced Health Savings Accounts

Presented By:Photo of  Ascensus Ascensus
Wednesday, August 30th, 2017 - 1:30 pm Central Time Zone

Part three of the four part series on HSAs will review difficult HSA issues regarding eligibility requirements, employer contributions, excess contribution issues, prohibited transactions, and reporting.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4773/?idAff=19

Opening Accounts for Nonresident Aliens: W-8BEN, W-8BENE, CIP and CDD

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Tuesday, August 22nd, 2017.

During this program we will examine the impact of FATCA, the new forms and 1042S reporting to the IRS. We will also look at acceptable forms of identification and Bank Secrecy Act issues in your Customer Identification Programs and due diligence.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4781/?idAff=19

Introduction to Health Savings Accounts

Presented By:Photo of Michael Glover Michael Glover
This event was recorded on Wednesday, August 9th, 2017.

Part two of the four part series will help you understand the fundamentals of HSAs and basic HSA compliance rules.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4772/?idAff=19

The Expanding World of Health Savings Accounts

Presented By:Photo of Michael Glover Michael Glover
This event was recorded on Thursday, July 20th, 2017.

Part one of the four part series, this course offers insight into the HSA market—including its growth, the prospects for future growth, and the reasons behind it all.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4771/?idAff=19

Health Savings Accounts - 4 Part Webinar Series

Presented By:Photo of  Ascensus Ascensus
This event was recorded on Thursday, July 20th, 2017.

Attend this four part series for all of the information you need on Health Savings Accounts.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4774/?idAff=19

Alert! Regulation CC Final Amendments affecting Check Clearing

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Tuesday, July 11th, 2017.

Attend this program to hear about the new Reg CC amendments!

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4787/?idAff=19

Legal Issues of Checks

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, June 22nd, 2017.

Learn the safe way to handle checks and be sure that you and your financial institution can be protected from loss on the negotiable instruments. 

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4776/?idAff=19

10 Lessons Learned When Your Member Dies

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Tuesday, June 6th, 2017.

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4777/?idAff=19

8 Keys to Teller Excellence

Presented By:Photo of Janice Branch Janice Branch
This event was recorded on Thursday, May 25th, 2017.

Develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4724/?idAff=19

For Salespeople: Learn How Top Producing Bankers Prospect for Business

Presented By:Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, May 22nd, 2017.

Become more effective at the early steps in the sales process so you can shorten the sales cycle, eliminate stalls and "think it overs" at the closing table, and close more business.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4767/?idAff=19

Call Center Representative Training

Presented By:Photo of J.T. Turner J.T. Turner
This event was recorded on Wednesday, March 8th, 2017.

This webinar will focus on the customer service aspects of Call Centers.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4732/?idAff=19

Top 10 IRA Issues

Presented By:Photo of Paul Cullen & Mike Glover Paul Cullen & Mike Glover
This event was recorded on Friday, February 17th, 2017.

This webinar will provide an interesting and unique perspective on the Top 10 IRA issues facing financial organizations today.

Related Topics: IRAs, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4755/?idAff=19

For Sales Managers: How to Hire Better Bankers Who Can Sell

Presented By:Photo of Alex Cole Alex Cole
This event was recorded on Monday, February 13th, 2017.

This webinar will introduce a proven process for searching, interviewing, hiring and on-boarding bankers and other financial sales people.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4768/?idAff=19

Opening Trust Accounts: Documenting Authority & Liability

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, February 9th, 2017.

This webinar will cover standard trust-opening procedures and many questions that arise as trusts and account holder situations change.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4734/?idAff=19

IRA Rollovers and Transfers have changed, are you prepared?

Presented By:Photo of Paul Cullen & Mike Glover Paul Cullen & Mike Glover
This event was recorded on Tuesday, January 31st, 2017.

This webinar will discuss rollovers and transfers as well as direct and indirect rollovers and will also touch on designated Roth account assets.

Related Topics: IRAs, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4754/?idAff=19

IRAs - 3 Part Webinar Series

Presented By:Photo of Paul Cullen & Mike Glover Paul Cullen & Mike Glover
This event was recorded on Tuesday, January 24th, 2017.

These sessions will provide a comprehensive review of Roth and Traditional IRAs including rollovers, transfers and the most recent issues institutions face regarding IRAs.

Related Topics: IRAs, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4756/?idAff=19

Introduction to IRAs

Presented By:Photo of Stacy Torkelson & Ryan Przybilla Stacy Torkelson & Ryan Przybilla
This event was recorded on Tuesday, January 24th, 2017.

For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs.

Related Topics: IRAs, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4753/?idAff=19

Regulation E – An Overview

Presented By:Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, January 11th, 2017.

This session will provide an overview of Reg. E's current provisions.

Related Topics: Compliance, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4723/?idAff=19

Regulation E - 3 Part Webinar Series

Presented By:Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, January 11th, 2017.

These sessions will provide a comprehensive review of Regulation E and its provisions.

Related Topics: Compliance, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4752/?idAff=19

Onboarding Your New Hire

Presented By:Photo of Honey Shelton Honey Shelton
This event was recorded on Tuesday, January 10th, 2017.

Maximize the success of the new hire by providing tools and best practices you can use to create an effective onboarding process in your organization.

Related Topics: Sales, Management/Employee Development, Human Resources

Promo URL: https://www.CUWebinars.com/Webinar/Details/4722/?idAff=19

Opening Nonresident Alien Accounts: W-8BEN, CIP and CDD

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, November 17th, 2016.

During this program we will examine the impact of FATCA, the new forms and 1042S reporting to the IRS. We will also look at acceptable forms of identification and Bank Secrecy Act issues in your Customer Identification Programs and due diligence. More →

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4714/?idAff=19

5 Performance Factors for Success in Sales

Presented By:Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, November 14th, 2016.

This webinar will help you by focusing on how the major performance factors may be affecting your selling success.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4708/?idAff=19

Advanced Collection Techniques That Reduce Delinquency & Loss

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Tuesday, November 8th, 2016.

How can we proactively find ways to collect delinquent accounts, retain the loyalty of the borrowers and minimize losses? Join us for a discussion of advanced collection techniques that focus on tools and methodologies which will assist collection personnel to ... More →

Related Topics: Compliance, Sales, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4701/?idAff=19

The Efficient & Effective Branch Manager

Presented By:Photo of Honey Shelton Honey Shelton
This event was recorded on Thursday, October 27th, 2016.

A one-hour webinar focused on elevating your effectiveness as a leader. The smooth and consistent operation of your branch is critical to maintaining and attracting business. 

Related Topics: Sales, Risk Management/Legal, Human Resources

Promo URL: https://www.CUWebinars.com/Webinar/Details/4705/?idAff=19

10 Lessons Learned When Your Member Dies

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, October 13th, 2016.

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.

Related Topics: IRAs, Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4711/?idAff=19

Call Center Representative Training

Presented By:Photo of J.T. Turner J.T. Turner
This event was recorded on Thursday, September 29th, 2016.

This webinar will focus on the customer service aspects of Call Centers.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4706/?idAff=19

7 Habits of Highly Successful Sales Staff

Presented By:Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, September 19th, 2016.

This powerful webinar will share the proven best practices of top producers so you can teach and coach your team to help them become more effective and reach their sales goals.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4707/?idAff=19

Critical Issues on Share Accounts: The Share Account Interview for Business Entities

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, September 15th, 2016.

Learn what steps we must take to “know this customer” and their anticipated transactions in the account. Join us for the "how to" open a business account and comply with customer due diligence expectations.... More →

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4703/?idAff=19

Critical Issues on Closing Accounts

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, August 18th, 2016.

This program will focus on the personal account issues of closing accounts and taking off signers in this complex world.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4685/?idAff=19

Alert! Implementing New Customer Due Diligence Rules: Part Two - Consumers

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Friday, August 5th, 2016.

Learn about the three elements that apply to consumer accounts and how to address consumer issuesMore →

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4704/?idAff=19

Regulation CC: Update and Review

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, July 20th, 2016.

This program will be a review of as well as update attendees on Regulation CC. We will also cover questions such as: can we place a hold on a cashier’s check? How many days can we hold checks on a new account? Does this apply to business accounts? Do we have to... More →

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4683/?idAff=19

Critical issues on Opening Share Accounts: Identifying Your Member

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, July 14th, 2016.

In this program, we will look at all the different types of identification and TINs to ... More →

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4682/?idAff=19

ALERT! New Customer Due Diligence Rules: Part One Legal Entity Customers

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Friday, June 17th, 2016.

It’s time to implement new CDD rules for legal entities customers. This program will highlight the nuts and bolts of the new regulation issued May the 11th and what it will mean to legal entity customers.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4684/?idAff=19

10 Critical Issues on Opening Accounts for Limited Liability Companies

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, June 9th, 2016.

n this program learn how to open, document, change signers and handle the paperwork on Limited Liability Company accounts.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4670/?idAff=19

Onboarding Your New Hire

Presented By:Photo of Zack Merrill Zack Merrill
This event was recorded on Friday, June 3rd, 2016.

This dynamic program will help raise the bar when it comes to engaging and training new employees from the start. Wow them with a genuine interest and care in their success with your organization.

Related Topics: Sales, Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4677/?idAff=19

Are They Really a Prospect?

Presented By:Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, May 9th, 2016.

This webinar will help you become more effective at the early steps in the sales process so you can shorten the sales cycle, eliminate stalls and "think it overs" at the closing table, and close more business.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4681/?idAff=19

10 Critical Issues on Opening Formal and Informal Trust Accounts

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Monday, May 9th, 2016.

This webinar will cover standard trust-opening procedures and many questions that arise as trusts and account holder situations change.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4669/?idAff=19

Motivating & Managing the Front Line

Presented By:Photo of Honey Shelton Honey Shelton
This event was recorded on Friday, May 6th, 2016.

This program will focus on frontline performance management - it’s the key to the employee becoming motivated and responsible.  Are you ready to learn how to work with the staff to create a performa... More →

Related Topics: Sales, Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4673/?idAff=19

Critical Issues on Opening Nonresident Alien Accounts: W-8BEN, CIP and CDD

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Tuesday, April 5th, 2016.

During this program we will examine the impact of FATCA, the new forms and 1042S reporting to the IRS. We will also look at acceptable forms of identification and Bank Secrecy Act issues in your Customer Identification Programs and due diligence. More →

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4668/?idAff=19

Deliver the WOW to Your Member

Presented By:Photo of Janice Branch Janice Branch
This event was recorded on Thursday, March 24th, 2016.

This webinar is meant to help you learn and apply skills and techniques that will bring you and the member high satisfaction.

Related Topics: Sales, Sales, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4671/?idAff=19

10 Critical Issues on Handling Power of Attorney Documents

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Tuesday, February 23rd, 2016.

This program will look at power of attorney "critical issues" and how to prevent your institution from making costly mistakes in handling these high risk documents. We will also provide you with some guidance about what procedures you should have in place for h... More →

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4653/?idAff=19

Branch Manager Best Practices

Presented By:Photo of Honey Shelton Honey Shelton
This event was recorded on Wednesday, February 17th, 2016.

A one-hour webinar focused on elevating your effectiveness as a leader. The smooth and consistent operation of your branch is critical to maintaining and attracting business. 

Related Topics: Sales, Human Resources, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4672/?idAff=19

Advanced Collection Techniques That Reduce Delinquency & Loss

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Wednesday, February 3rd, 2016.

How can we proactively find ways to collect delinquent accounts, retain the loyalty of the borrowers and minimize losses? Join us for a discussion of advanced collection techniques that focus on tools and methodologies which will assist collection personnel to ... More →

Related Topics: Compliance, Sales, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4657/?idAff=19

10 Critical Issues for Social Security Representative Payee Accounts

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, January 27th, 2016.

This program will discuss the opening of new account for social security representative payees.

Related Topics: Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4652/?idAff=19

Opening Business Accounts - The Big Four

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, December 9th, 2015.

Opening business accounts starts with the big four: Sole Proprietorships, Partnerships, Limited Liability Companies and Corporations. During this program, you will learn how to set-up account cards, account authorizations and document authority for the four types of common business accounts. T... More →

Related Topics: Compliance, Sales, Risk Management/Legal, Lending, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4632/?idAff=19

How to Sell in Any Banking Market

Presented By:Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, November 16th, 2015.

Gain a strong, healthy perspective and provide a process for selling - regardless of the market.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4649/?idAff=19

7 Habits of Highly Effective Banking Sales Teams

Presented By:Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, October 19th, 2015.

This powerful webinar will teach specific and proven best practices that your team can implement immediately.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4648/?idAff=19

10 Lessons Learned When Your Member Dies

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, October 14th, 2015.

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.

Your member passed away yesterday and the family is grieving. Yet, in the midst of all the remembering and honoring of a life, the legal and compli... More →

Related Topics: Compliance, IRAs, Sales, Risk Management/Legal, Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4631/?idAff=19

For Salespeople: Avoid the Big Mistakes and Get Commitment

Presented By:Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, September 14th, 2015.

More →

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4647/?idAff=19

Vital Check Issues: 25 Questions and Answers

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, September 10th, 2015.

25 Commonly Asked Check Questions: Legal, Procedural and Ownership Issues

Related Topics: Compliance, Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4633/?idAff=19

Smart Social Media

Presented By:Photo of J.T. Turner J.T. Turner
This event was recorded on Monday, August 24th, 2015.

With the explosion of the use of social media, a lending institution must take two critical steps. The smart and reactive use of social media, and the establishment of a social media policies for the company and employees.

Related Topics: Sales, Sales, Human Resources

Promo URL: https://www.CUWebinars.com/Webinar/Details/4628/?idAff=19

Do's and Don'ts on Checks

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, August 5th, 2015.

These simple do’s and don’ts will keep your financial institution from losing money and creating chaos in the back office. Learn the safe way to handle checks and be sure that you and your financial institution can be protected from loss on the negotiable instruments.

Related Topics: Risk Management/Legal, Management/Employee Development, Sales, Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4593/?idAff=19

Home Equity Lines of Credit

Presented By:Photo of J.T. Turner J.T. Turner
This event was recorded on Thursday, July 30th, 2015.

With the real estate market changing, the ability to offer a full menu of products is more critical than ever. This class will look at Home Equity Lines of Credit, giving an excellent overview of both structure and use.

Related Topics: Sales, Sales, Lending, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4626/?idAff=19

Opening Accounts for Nonresident Aliens: W-8BEN, W-8BEN E and Due Diligence Rules

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, July 9th, 2015.

This session will address the following questions about procedures and your financial institution: What does the law say about identifying nonresident aliens? What type of identification is being used around the country to open accounts? What are the proper procedures for W-8 reporting? What role... More →

Related Topics: Management/Employee Development, Sales, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4598/?idAff=19

New Share Member Account Interview - CIP, CDD and Legal Issues

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, June 10th, 2015.

The New Member Interview is the frontline security against fraud, money laundering and illegal activity at your financial institution. This program builds the compliance tasks, worksheets and requirements that must be met when you open an account.

Related Topics: Risk Management/Legal, Sales, Sales, Management/Employee Development, Risk Management/Legal, Human Resources, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4597/?idAff=19

Handling Powers of Attorney

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, June 4th, 2015.

Today, someone you have never met walks in with a power of attorney and demands to be added to your accountholder's accounts--an accountholder with hundreds of thousands of dollars with your credit union. Your accountholder is elderly and has no children. Immediately, your mind jumps to thought... More →

Related Topics: Sales, Risk Management/Legal, Management/Employee Development, Risk Management/Legal, Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4596/?idAff=19

For Sales Managers: Why Aren't Your Bankers Selling?

Presented By:Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, May 11th, 2015.

This webinar will show you a unique process you can adopt immediately to get comfortable with how and when to ask your best clients for introductions.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4625/?idAff=19

For Salespeople: Grow Your Business with Introductions!

Presented By:Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, March 9th, 2015.

This webinar will show you a unique process you can adopt immediately to get comfortable with how and when to ask your best clients for introductions.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/1741/?idAff=19

For Sales Managers: How to Hire Better Bankers Who Can Sell

Presented By:Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, February 9th, 2015.

A big problem many financial institutions have is finding bankers who are also sales people to be successful at their firm, this webinar will help.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/1740/?idAff=19

8-Step No Fail Phone Call Approach

Presented By:Photo of Jack Kasel Jack Kasel
This event was recorded on Monday, November 10th, 2014.

This webinar will introduce you to a different way to schedule quality appointments.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4580/?idAff=19

Build a No-Excuses Sales Environment

Presented By:Photo of Anthony Cole Anthony Cole
This event was recorded on Monday, October 6th, 2014.

Participate in this webinar if you need to drive more consistent sales growth.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4572/?idAff=19

The Art & Science of Asking Questions

Presented By:Photo of Walt Gerano Walt Gerano
This event was recorded on Monday, September 8th, 2014.

Understanding some of the simple rules and principles of asking questions provided in this session will help you prepare.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4571/?idAff=19

For Sales Leaders: Motivate Your Sales Team

Presented By:Photo of Anthony Cole Anthony Cole
This event was recorded on Monday, May 12th, 2014.

One of the most challenging aspects of every sales manager's job is determining what motivates their sales people to drive to their next level of achievement.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/1558/?idAff=19

Vendor Management Best Practices: How to Address the New Challenges & Increased Regulatory Scrutiny

Presented By:Photo of Tom  Hinkel Tom Hinkel
This event was recorded on Tuesday, April 22nd, 2014.

All FFIEC regulatory updates issued in the last two years either directly or indirectly relate to vendor management and outsourcing.

Related Topics: Sales, Compliance

Promo URL: https://www.CUWebinars.com/Webinar/Details/701/?idAff=19

How to Build a Personal & Business Work Plan

Presented By:Photo of Walt Gerano Walt Gerano
This event was recorded on Monday, December 9th, 2013.

This one-hour webinar will help sales managers develop the critical skills needed to recruit, manage and motivate your sales force to increased levels of performance.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/1472/?idAff=19

For Sales Leaders: Precision Coaching

Presented By:Photo of Walt Gerano Walt Gerano
This event was recorded on Monday, November 4th, 2013.

Walt Gerano will help participants understand the fundamental shift in thinking that must occur to earn the followership of your team.

Related Topics: Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/1471/?idAff=19