Sale! Credit Union: Products View larger

Credit Union: Products

New product

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:

  • The specific details of each type of account that the credit union offers.
  • The different types of investment products that the credit union offers its members.
  • The credit unions policies and procedures for negotiable instruments, wire transfers, and savings bonds.

More details

$60.00

Add to wishlist

More info

T1. CU:Products and Services: This topic will describe credit union products and services that most offer, including checking and savings accounts, account add-ons, loans, and other products and services. T2. CU:Products and Services Resources: This topic will discuss the Products and Services Guide which credit union employees use as their main resource for product and service information. T3. CU:Types of Account Ownership: This topic will define account ownership, and will discuss different types, such as individual and joint accounts. T4. CU:Checking Accounts: This topic will discuss checking accounts, and will identify the different types available to members. T5. CU:Savings, CDs, and Money Markets: This topic will discuss savings accounts, and will identify the different types available to members, including Certificates of Deposit and money market accounts. T6. CU:IRAs: This topic will expand upon Individual Retirement Accounts, including its features and benefits, and the different types available to members. T7. CU:Account Add-Ons: This topic will discuss account add-ons, and will identify the different types available to members such as ATM cards, check cards, overdraft protection, direct deposit, and more. T8. CU:Loans: This topic will discuss loans, and will identify the different types, such as consumer, mortgage, and home equity, available to members. T9. CU:Additional Products and Services: This topic will discuss additional products and services available to members, such as safe deposit boxes, cash management services, insurance products, and more. T10. CU: Investment Services: This topic will provide an overview of the various services offered by the credit union to enhance portfolios and increase member satisfaction T11. CU:Trust Services: This topic will provide an overview of the trust services offered by many credit unions, including personal trust services, investment management services, equity services, and more. T12. CU:Negotiable Instruments: This topic will present to the learner the various types of negotiable instruments available for purchase by members, and the correct process for conducting the purchase. T13. CU:Wire Transfers: This topic will define wire transfers and will discuss the fees and circumstances for members and non-members alike. T14. CU:Savings Bonds: This topic will familiarize the learner with savings bonds, including the different types and the advantages of each. T15. CU:Safe Deposit Boxes: This topic will examine the history of safe deposit boxes, and will expand upon the types of items kept within them as well as the benefits and types available to members.

Reviews

No customer reviews for the moment.

Write a review

Credit Union: Products

Credit Union: Products

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:

  • The specific details of each type of account that the credit union offers.
  • The different types of investment products that the credit union offers its members.
  • The credit unions policies and procedures for negotiable instruments, wire transfers, and savings bonds.