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Basic Banking Knowledge |
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Banking Today Updated
2007 |
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Fundamental Business Skills |
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Business Etiquette |
Presentation Skills |
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Dealing Effectively with Co-workers |
Sexual Harassment in the Workplace NEW |
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Ethical Issues for Bankers |
Telephone Etiquette |
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Managing Time at Work |
Writing Bank Correspondence |
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Meetings That Work |
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Management and Leadership |
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Coaching for Success |
Performance Management |
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Corrective Action |
Project Management Fundamentals, Part
One |
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Hiring the Best |
Project Management Fundamentals, Part
Two |
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Improving Productivity |
Rewards and Recognition |
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Managing Change |
Sexual Harassment in
Workplace for Mgrs NEW |
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Managing Employee Relations |
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Microsoft Office Courses |
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Microsoft Office 2000 |
Microsoft Office 2003 NEW |
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Microsoft Access 2000: Level 1 |
Microsoft Access 2003: Level 1 |
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Microsoft Access 2000: Level 2 |
Microsoft Access 2003: Level 2 |
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Microsoft Access 2000: Advanced |
Microsoft Access 2003: Advance |
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Microsoft Excel 2000: Level 1 |
Microsoft Excel 2003: Level 1 |
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Microsoft Excel 2000: Level 2 |
Microsoft Excel 2003: Level 2 |
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Microsoft Excel 2000: Advanced |
Microsoft Excel 2003: Advance |
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Microsoft Outlook 2000: Introduction |
Microsoft Outlook 2003: Introduction |
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Microsoft Outlook 2000: Advanced |
Microsoft Outlook 2003: Advance |
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Microsoft PowerPoint 2000: Introduction |
Microsoft PowerPoint 2003: Introduction |
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Microsoft PowerPoint 2000: Advanced |
Microsoft PowerPoint 2003: Advance |
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Microsoft Word 2000: Level 1 |
Microsoft Word 2003: Level 1 |
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Microsoft Word 2000: Level 2 |
Microsoft Word 2003: Level 2 |
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Microsoft Word 2000: Advanced |
Microsoft Word 2003: Advance |
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Regulatory Compliance -
ALL UPDATED JANUARY 2007! |
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Americans with Disabilities Act (ADA) |
Fair Housing Act |
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Bank Bribery Act |
Fair Lending |
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Bank Protection Act |
FDIC Deposit Insurance |
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Bank Secrecy Act |
Flood Disaster Protection Act |
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Bank Secrecy Act for Managers |
Home Mortgage Disclosure Act (HMDA) |
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Bank Secrecy Act for Private Bankers |
Office of Foreign Assets Control (OFAC) |
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Check 21 Overview |
Privacy for Customer Contact Personnel |
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Community Reinvestment Act (CRA) |
Real Estate Settlement Procedures Act (RESPA) |
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Electronic Fund Transfer Act -- Reg E |
Servicemembers Civil Relief Act |
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Equal Credit Opportunity Act -- Reg B |
Truth in Lending Act -- Reg Z |
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Expedited Funds Availability Act -- Reg
CC |
Truth in Savings Act -- Reg DD |
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Extending Credit to Bank Insiders --
Reg O |
USA PATRIOT Act |
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Fair Credit Reporting Act (FCRA) |
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Regulatory Compliance for Call Center Representatives -
Updated 1/2007 |
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Americans with Disabilities Act (ADA)
for Call Center Representatives |
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Bank Secrecy Act (BSA)
for Call Center Representatives |
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Electronic Funds Transfer Act (Reg E)
for Call Center Representatives |
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Expedited Funds Availability (Reg CC)
for Call Center Representatives |
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Fair Credit Reporting Act (FCRA) for
Call Center Representatives |
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Office of Foreign Asset Control (OFAC)
for Call Center Representatives |
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Privacy for Call Center Representatives |
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Regulatory Compliance for Call Center
Representatives |
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Reserve Requirements (Reg D) for Call
Center Representatives |
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Truth in Savings Act (Reg DD) for Call
Center Representatives |
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USA PATRIOT Act for Call Center
Representatives |
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Regulatory Compliance for Consumer Lenders -
Updated 1/2007 |
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Anti-Money Laundering Regulations for
Consumer Lenders (BSA, USA PATRIOT, and OFAC) |
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Credit Practices Rule (Reg AA) for
Consumer Lenders |
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Deposit-Related Regulations (Reg E, Reg
D) for Consumer Lenders |
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Extending Credit to Bank Insiders (Reg
O) for Consumer Lenders |
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Fair Credit Reporting Act (FCRA) for
Consumer Lenders |
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Fair Lending for Consumer Lenders |
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Flood Disaster Protection Act for
Consumer Lenders |
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Home Mortgage Disclosure Act (HMDA) and
Community Reinvestment Act for Consumer Lenders |
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Privacy for Consumer Lenders |
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Real Estate Settlement Procedures Act (RESPA)
for Consumer Lenders |
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Regulatory Compliance for Consumer
Lenders
NEW |
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Servicemembers Civil Relief Act for
Consumer Lenders |
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Truth in Lending (Reg Z) for Consumer
Lenders |
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Regulatory Compliance for Customer Service Representatives -
Updated 1/2007 |
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Americans with Disabilities Act (ADA)
for Customer Service Representatives, Personal Bankers, and Tellers |
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Bank Secrecy Act (BSA) for Customer
Service Representatives |
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Community Reinvestment Act (CRA) for
Customer Service Representatives, Personal Bankers, and Tellers |
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Electronic Funds Transfer Act (Reg E)
for Customer Service Representatives |
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Expedited Funds Availability (Reg CC)
for Customer Service Representatives |
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Office of Foreign Asset Control (OFAC)
for Customer Service Representatives, Personal Bankers, and Tellers |
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Privacy for Customer Service
Representatives |
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Regulatory Compliance for Customer
Service Representatives |
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Reserve Requirements (Reg D) for
Customer Service Representatives, and Tellers |
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Truth in Savings Act (Reg DD) for
Customer Service Representatives |
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USA PATRIOT Act for Customer Service
Representatives, Personal Bankers, and Tellers |
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Regulatory Compliance for Personal Bankers -
Updated 1/2007 |
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Americans with Disabilities Act (ADA)
for Personal Bankers |
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Bank Bribery Act for Personal Bankers |
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Bank Secrecy Act (BSA) for Personal
Bankers |
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Community Reinvestment Act (CRA) for
Personal Bankers |
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Electronic Funds Transfer Act (Reg E)
for Personal Bankers |
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Equal Credit Opportunity Act (ECOA) for
Personal Bankers |
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Expedited Funds Availability (Reg CC)
for Personal Bankers |
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Fair Credit Reporting Act (FCRA) for
Personal Bankers |
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Fair Lending for Personal Bankers |
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Home Mortgage Disclosure Act (HMDA) for
Personal Bankers |
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Office of Foreign Asset Control (OFAC)
for Personal Bankers |
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Privacy for Personal Bankers |
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Real Estate Settlement Procedures Act (RESPA)
for Personal Bankers |
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Regulatory Compliance for Personal
Bankers |
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Truth in Lending (Reg Z) for Personal
Bankers |
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Truth in Savings Act (Reg DD) for
Personal Bankers |
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USA PATRIOT Act for Personal Bankers |
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Regulatory Compliance for Tellers - Updated
1/2007 |
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Americans with Disabilities Act (ADA)
for Tellers |
Office of Foreign Asset Control (OFAC)
for Tellers |
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Bank Secrecy Act (BSA) for Tellers |
Privacy for Tellers |
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Community Reinvestment Act (CRA) for
Tellers |
Regulatory Compliance for Tellers |
|
Electronic Funds Transfer Act (Reg E)
for Tellers |
Reserve Requirements (Reg D) for
Tellers |
|
Expedited Funds Availability (Reg CC)
for Tellers |
USA PATRIOT Act for Tellers |
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Retail Banking Fundamentals |
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Consumer Credit Products |
Referring Mutual Funds & Securities
Customers |
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Fundamentals of Consumer Lending |
Referring Trust Customers |
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Fundamentals of Mortgage Lending |
Revitalizing Customer Service |
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Introduction to Financial Planning
Products |
Teller Training Essentials - 13 modules
NEW |
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Personal Tax Return Analysis |
Understanding Bank Products |
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Referring Insurance & Annuities
Customers |
Understanding Financial Planning |
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Retail Banking Sales Skills |
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Building and Retaining Customer
Relationships |
Profiling Mortgage Prospects |
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Cross-selling Deposit Products |
Sales Coaching in the Bank |
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Effective Referrals |
Successful Sales Campaigns |
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Event Based Selling |
Teleconsulting |
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Introduction to Relationship Selling |
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Small Business Banking Fundamentals |
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Credit Products for Small Businesses |
Introduction to Analyzing Financial
Statements |
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Deposit Products for Small Businesses |
Overview of Financial Statements |
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Fundamentals of Small Business Banking |
Retirement Products for Small
Businesses |
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Small Business Banking Sales Skills |
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Calling on Small Business Customers |
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Relationship Selling to Small Business
Customers |
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Servicing and Growing Small Business
Relationships |
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Wealth Management and Trust |
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Case Studies/Assessments |
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ABA Case Study for Wealth Advisors: The
Corporate Executive |
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Personal Trust Curriculum Level 1 |
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Building Trust Expertise -- Trust
Administration |
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Building Trust Expertise -- Taxation &
Estate Planning |
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Building Trust Expertise -- Investment
Management |
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Personal Trust Curriculum Level 2 |
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Discretionary Distributions |
Fiduciary Law |
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Estate Planning Overview |
Investments I |
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Estate Planning for Marital Deduction |
Managing Trust Accounts |
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Federal Estate and Gift Taxes |
Retirement Planning |
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Fiduciary Income Taxes |
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Personal Trust Curriculum Level 3 |
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Estate Planning for Charitable Giving |
Financial Planning Skills |
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Estate Planning for Lifetime Gifts |
Generation Skipping Transfer Tax |
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Estate Planning for the Business Owner |
Investments II |
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Estate Planning Final Case Study |
Life Insurance and Annuities |