Webinars

Don't let compliance confusion slow you down. Take this opportunity to deepen your knowledge of the current compliance rules and take your loan processing skills to the next level. With Anne's easy-to-follow explanations and real-life examples, you'll be armed with the tools you need to navigate even the most complex loan scenarios with ease.

During this program, we will take the core document from the deposit/share accounts handbook and set up a working document so that you can tailor your procedures to this framework.

Discover insider tips and essential guidelines for navigating challenging workout situations. We'll cover the critical documentation required before, during, and after negotiations with borrowers and guarantors. Empower yourself with the knowledge and skills you need to succeed in today's fast-paced banking environment.

Do you understand what an ACH Exception is and the requirements around them? Many exceptions are rare, and you may find yourself second guessing what you should do. Gain a better understanding of exception processing from returns to notifications, of changes to DNE, and more.

How successful do you expect your tellers to be? How successful do they want to be? How big is the gap between what you want and what they deliver?

We all know the importance of an effective onboarding program but what does your curriculum need to include? There is a lot to learn in the first few days, so your onboarding material needs to be a strategic guide for your new hires. Your new hire onboarding content also should be universal for any role -Teller, Lender, IT, Operations, or Management.

The goal of every financial institution is to develop tellers who acquire the necessary skills to proficiently deal with customers, utilize loss prevention techniques, and put a harmonious touch into every transaction. Whether the teller is new or a veteran, there is an opportunity during this webinar to learn tips and techniques that will make them more efficient, confident, and prepared to tackle their daily responsibilities.

This is a fast-paced class covering a myriad of issues your financial institution will be facing in 2024.

The Dodd-Frank Act makes it unlawful for any provider of consumer financial products or services to engage in any unfair, deceptive or abusive acts or practices (UDAAP). While this is not new news, it is critical that your institution conducts testing across its product lines and services to ensure UDAAP issues are not quietly lurking!