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 | Achieving Teller Excellence Presented by: Honey Shelton
This highly motivating workshop continues to evolve as the premier teller workshop. Attended by tens of thousands of tellers across the country for over 20 years, the workshop enjoys exceptional reviews from participants.
 Managers and head tellers say this program gets the point across about the responsibility the teller has in influencing the ongoing impression customers have of the institution..
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 | Avoiding Losses on Treasury Checks
Presented by: Mary Beth Guard and John Burnett
This training provides a comprehensive look at what every financial institution should know about these special checks.
 In particular, it will include a review of the Treasury check regulations, from describing the requirements for endorsing Treasury checks, to detailing the methods used to recover losses when checks are lost or stolen and negotiated fraudulently.
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 | Frontline Compliance Issues Presented by: Mary Beth Guard, Jim Bedsole, John Burnett and Andy Zavoina
Four speakers in two hours providing function based training on seven core topics. This webinar is a powerhouse designed to explain how to "do" compliance on the frontline.
 Those who do, those who supervise and those new to banking and compliance will learn the practical side of every day compliance requirements.
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 | Holds for Tellers Presented by: Ken Golliher
By understanding and using Regulation CC you can avoid operational losses, regulatory violations and you can save money.
 Reg. CC training is required for those who must address your funds availability. This program is designed for entry level personnel but will be useful by all who are involved in carrying out your policy from the teller, to the supervisor to the auditor and more. The resource materials provided will serve as excellent resources for the future.
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 | Living Trusts Presented by: Mary Beth Guard
New account structures are becoming more complex. You need an understanding of a wider variety of accounts than ever before; estate accounts, representative payee accounts,  accounts for minors and more, to leave your customer and your bank feeling confident in how you handle these new account requests. You can obtain this better understanding during this informative 2-hour webinar. Learn whose TIN is to be used, who signs, and much more.
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 | Official Checks Issues Presented by: John Burnett
Can you tell a cashier’s check and teller’s check apart? Do you know how to handle lost, stolen or destroyed official checks?
 This two-hour program focuses on the Regulation CC and UCC definitions and rules covering these checks and provides practical guidance on the many concerns bankers have about them.
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 | Risk Management: The Teller's Job
Presented by: Lucy Griffin
Often when you want to manage risks you need to look at them from an analog perspective, and you start at the beginning. Many of the most severe risks that need to be managed in today's banking environment start with the teller.  Dollars are being deposited and withdrawn, comments are made, questions are asked and the teller is often in the best position to identify suspicious transactions, to recognize structuring and to raise red flags. There are many instances in this job position where risks are obvious. Join Lucy Griffin in identifying the obvious and not so obvious risks for your teller positions, learn how to teach the teller what to watch for, how to classify them and how to manage them.
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 | Keeping Bank Secrets: Things You Can Go to Jail for Telling Presented by: Mary Beth Guard
"It's so easy to imagine how a bank employee could innocently - perhaps even with the best of intentions - mention something to another employee, or, even worse, directly to a customer, that would violate the law. In the case of the recently convicted loan officer, the subpoenas pertained to a customer whose personal and company debt to the bank amounted to more than $3 million.  It was understandable that the loan officer wanted to get to the bottom of what was going on. Unfortunately, in doing so he ran afoul of the prohibition against disclosure that applied to the subpoena. The only way to avoid a similar problem is through appropriate training."
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 | Way to Go! Best Sales and Service Practice for the Frontline Presented by: Honey Shelton
Unlike first impressions, every time a customer walks in, drives up, telephones or emails you have an opportunity to do something, SELL.  And this is what the best sales and service organizations do. The more accounts your customer has with you, the longer lasting the relationship will be. So get your customer contact staff and others together to learn how to focus on sales. Twelve specific points will be discussed to improve your sales results and you can't afford to miss these if sales and customers are important to you.
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