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Handling Deceased Accounts

OnDemand
  • Recorded Thu, September 28, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Your account holder passed away and the family is grieving. Yet, in the midst of all the grieving and honoring of a life, the legal and compliance clock is ticking. In most states, checks can be paid for 10 days after the date of death.

What to Do When a Customer Dies

OnDemand
  • Recorded Thu, February 29, 2024
  • Presented by Terri D. Thomas
Terri D. Thomas
$299.00

This webinar focuses on the deposit and loan issues that arise when a customer dies.

Mortgage Origination Compliance - 2 Part Series

OnDemand
  • Recorded Fri, March 08, 2024
  • Presented by Carl Pry
Carl Pry
$549.00

In this 2-part webinar, we'll discuss all the relevant requirements and considerations in the origination process.


Adding the WOW Factor to Credit Analysis

OnDemand
  • Recorded Thu, March 14, 2024
  • Presented by Jeffery Johnson
Jeffery Johnson
$299.00

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.

Writing Teller Training Procedures

OnDemand
  • Recorded Thu, April 04, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

Your institution’s most precious asset is your frontline - your tellers. This webinar will delve into training for tellers, answering questions such as, What needs to go into teller training? What can be eliminiated? Who should write the training and procedures, and what is the purpose?

Creating Exceptional Customer Experiences

OnDemand
  • Recorded Wed, December 06, 2023
  • Presented by Janice Branch
Janice Branch
$279.00

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?


Branch Manager & Head Teller Training - 2 Par...

OnDemand
  • Recorded Tue, March 19, 2024
  • Presented by Molly Stull
Molly Stull
$549.00

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

Lending Compliance 101

OnDemand
  • Recorded Thu, April 25, 2024
  • Presented by Anne Lolley
Anne Lolley
$299.00

In this unique webinar, Anne Lolley will provide an overview of federal compliance laws. This is a great training tool for newer lenders and processors, and the webinar will help even experienced bankers understand the source of the various requirements.

CRE Lending: Cash Flow Analysis & Cap Rates

Upcoming
  • Thu, May 23, 2024
  • Presented by Richard Hamm
Richard Hamm
$299.00

This program covers the key variables and concepts for determining Commercial Real Estate (CRE) cash flow and transaction-level stress-testing. We'll discuss CRE cash flow factors beyond earnings before interest, taxes, depreciation and amortization (EBITDA) for a debt service coverage (DSC), and how to use cash flow to update the underlying collateral value as part of ongoing loan monitoring.

 

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