Call center agents, are you looking to take your performance and career opportunities to the next level? In this webinar, you’ll learn best practices that will help you turn customers into loyal and raving fans.
Webinars
Flood insurance compliance can be complicated and it’s easy to get into hot water with your examiners. Let us set you on the right path!
Call Centers create a competitive advantage for organizations that learn to create them well and train their agents to know what to say, what not to say, and how to sell while maximizing productivity and quality.
This webinar series will cover the opening of various types of accounts, including Personal and Consumer, Business, Fiduciary, Trust, Minor, and Court Ordered accounts.
Regulation CC is the regulation governing the availability of funds for transaction accounts and the holds which financial institutions can place on checks. This regulation was passed in 1988 and continues to be one of the toughest compliance problems in financial institutions around the country.
The Call Report is a dynamic and ever-changing document in the realm of financial reporting. Over the past few years, we've been on a continuous journey of adaptation, carefully addressing and implementing extensive alterations and updates to this crucial report. The financial landscape is not static, and regulatory authorities regularly introduce modifications to ensure accurate and transparent reporting. As we look ahead, we acknowledge that the journey of change continues and we must continue to be proactive and adaptive to those changes
Funds transfer fraud causes millions of dollars in losses for businesses and financial institutions every year. In 2023 alone, financial institutions filed over 400,000 Suspicious Activity Reports on incidents of wire fraud and/or suspicious funds transfers. Learn the steps you can take to protect your institution and your account holders!
"It's ALL about the reporting" - I say hundreds of times a year when asked about policy and procedures on IRAs. Sometimes we fail to connect the frontline transactions to the end result, and therefore how it reports to the IRS. If we don't understand the transaction descriptions when we are coding an IRA transaction, there's a good chance it won't report correctly to the IRS - sometimes resulting in a letter and bill issued to the customer.
The 6 Cs-character, capacity, capital, collateral, conditions, and cash flow trends- are widely regarded as the most effective strategy currently available for assisting lenders in determining which financing opportunity offers the most potential benefits. During this webinar, you will gain a comprehensive understanding of the 6 Cs of lending. You will also get an understanding of how this technique insulates the lending process to meet the requirements of commercial financing.
Fulfill your credit union training needs with webinars
We offer over 100+ webinars per year for credit unions and 300+ webinars for banks covering topics such as compliance, employee development, coaching, BSA/AML, lending, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.
