Webinars

Who determines the value of the service being delivered at your institution? Good service is vital to the success of any business. Research says that it takes 10 times the effort to keep a depositor loyal to an institution today in comparison to the effort it takes to get them to choose to do business with the institution in the first place. Employees may execute the transactions accurately and be polite and courteous when interacting with the depositor, but does the customer experience the interaction as satisfactory, but lacking something? The question becomes, Is what I’m doing being experienced by the customer in such a way as to make them feel this was the best service they’ve received?

This program will ramp up your leadership skills and address critical supervisory issues necessary to becoming an excellent team leader.

Call Centers create a competitive advantage for organizations, whether there are two or two hundred people answering calls. This webinar will help call center managers establish training and practice coaching techniques that ensure agents know how to effectively use the technology and are inspired to perform.

Have you ever been asked, “How do changing financial metrics impact the cash flow of XYZ company?” Join this webinar to learn to use ratio analysis to take your analysis process for lending to the next level.

This two-part webinar will cover the essentials for training your staff and the importance of establishing robust procedures and clear communication.

Whether because of the complexity or the lack of frequency, opening business accounts seems to create the most angst for many bankers. Seminar participants gain confidence and a clear understanding of the regulatory, compliance, and overall documentation requirements for opening business accounts. With over 50 years of experience, Suzie Jones has a reputation for empowering new account representatives with the skills and tools to protect their organization while, at the same time, focusing on providing quality customer service. 

The webinar will go line by line through the CTR.

The right of setoff is a complicated, but very effective, tool for collecting debts owed to a bank. Learn the best practices and dangers that can arise when using this process.

Tellers are the key to exceptional customer service, and a superior supervisor can enable them to deliver a top performance. In this webinar, Head Tellers will learn to become accomplished leaders who assist their tellers in reaching their full potential.