Our best strategy for keeping depositors loyal is deepening the relationship we have with them. In this webinar, frontline and call center staff will learn to take their customer service skills to the highest level by looking for opportunities to promote products and services that provide solutions for depositors.
Webinars
What are your institution's responsibilities for compliance with the Fair Credit Reporting Act (FCRA)? The answer is more complex than you might expect. In this webinar, we'll discuss the nuances of compliance and some of the most common violations.
Alert for Loan Officers: Learn the critical skills to handle loan changes! Join us for a must-attend webinar on issuing revised Loan Estimates for valid changed circumstances. Don’t miss out on this opportunity to learn how to address and handle changes during the loan application process, reset tolerances, and avoid costly cures.
Prepare your frontline for the future of small business lending! This session focuses on preparing your institution’s frontline, including commercial loan officers, with a solid understanding of Section 1071 and how it will impact current processes, your organization, and their jobs.
Overdrafts are certainly a topic we've heard a lot about lately. Are they outlawed? (Hint: No). Should we consider eliminating them? (Hint: No, but be careful). Even though there is no regulation on them per se, we do see some institutions eliminating overdraft fees (and NSF fee as well) entirely. It is important to understand exactly what is at issue and how to manage your program.
Now that the cannabis customer is onboarded, learn how the money will move.
In today’s highly competitive banking world, you must develop and sustain an edge to consistently win. This workshop is designed to provide you with proven strategies to be the provider of choice for all things banking in your marketplace.
This program will ramp up leadership skills and address critical supervisory issues necessary to become an extraordinary supervisor.
Your member passed away and the family is grieving. Yet, in the midst of all the remembering 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. However, ACH items cannot be paid once we know the member is deceased.
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.
