Credit Union specific Compliance and financial Training.
Seat Time: 3.75hrs - Desc: This course will introduce the learner to the various products and services that are offered by the credit union. The course will familiarize the learner with the various types of account ownership, IRAs, and loans, in addition to many other credit union offerings. After completing this course, the learner will understand:...
Seat Time: 1.75hrs - Desc: This course will introduce the learner to the position of teller at the credit union. The course will discuss the importance of appearance in the professional setting, for both men and women. The course will also outline the necessity of professionalism for tellers, including the importance of cultivating characteristics...
Seat Time: 1.5hrs - Desc: This course will introduce the learner to the various ways in which s/he will interact with the credit union’s members on a daily basis. The course will familiarize the learner with the different types of members that s/he will come into contact with while working at the credit union. After completing this course, the learner...
Seat Time: 1.5hrs - Desc: This course will introduce the learner to the position of Branch Manager at the credit union and the duties that this position entails. The course will familiarize the learner with the job of the Branch Manager and the various challenges that s/he will face. After completing this course, the learner will understand: The...
Seat Time: 2hrs - Desc: This course will familiarize the learner with the position of branch manager at the credit union and how the manager participates in business development processes. The course will discuss market focus and how to analyze and segment a market. The learner will become acquainted with the processes of setting goals and evaluating,...
Seat Time: 1.75hrs - Desc: This course will introduce the learner to the idea that branch managers are also sales leaders at the credit union. The course will examine the strengths and skills of a good sales leader. The learner will begin to understand the importance of sales coaching and positive motivation. After completing this course, the learner...
Seat Time: 2.75hrs - Desc: This course will familiarize the learner with the sales skills that are necessary for branch managers at the credit union. The learner will examine the aspects of the sales compass, including identifying the need, building the relationship, advancing the sale, and more. After completing this course, the learner will be able...
Seat Time: 1hrs - Desc: This course will introduce the learner to cash handling procedures at the credit union. The course will familiarize the learner with the proper procedures for receiving and paying cash and for managing the cash drawer. After completing this course, the learner will understand: The best practices for ensuring accuracy when...
Seat Time: 1hrs - Desc: This course will provide the learner with a comprehensive overview of the types of U.S coins and currency that s/he will encounter when handling money at the credit union. The learner will be able to identify and understand the importance of the individual features that appear on U.S. coins and banknotes. After completing this...
Seat Time: 2hrs - Desc: This course will emphasize the importance of communication for branch managers. The course will familiarize the learner with using interpersonal skills to enhance face-to-face communication. After completing this course, the learner will be able to: Establish rapport and communicate more adeptly. Understand the 12 aspects...
Seat Time: 3.25hrs - Desc: This course will introduce the learner to the skills and standards necessary to be a successful consumer lender. This course will familiarize the learner with the various aspects of consumer lending, including the different types of consumer loan applications, the 5 Cs of credit and the tools associated with them, credit...
Seat Time: 2.5hrs - Desc: This course will introduce the learner to the extensive procedures involved in consumer lending. The learner will become familiar with the application process and documentation, home equity loan documentation, and liens on collateral, in addition to many other aspects. After completing this course, the learner will...
Seat Time: 2hrs - Desc: This course will introduce the learner to the various products and practices associated with consumer lending. Some of these products include secured and unsecured loans, mortgages, non-real estate secured credit products, and small business loans. After completing this course, the learner will understand: How to...
Seat Time: 2hrs - Desc: This course will provide an overview of the best methods for greeting and communicating with members. The learner will become familiar with the appropriate interaction strategies and techniques that should be used to make members feel comfortable and at ease when visiting the credit union. After completing this program, the...