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Seat Time: 0.5hrs - Desc:

This course will introduce the learner to Non-Deposit Investment Products (NDIPs) and their purposes. The course will discuss general guidelines that must be followed for compliance to regulatory agencies. After completing tis program, the learner will understand:

  • How to and why inform customers of the nature and risks associated with NDIPs.
  • Nature of disclosures.
  • Making arrangements with third parties.

Seat Time: 2.25hrs - Desc:

This course will introduce the learner to the various duties and objectives of bank notaries. The learner will become acquainted with the process and procedures surrounding identity verification, oaths, and more. After completing this program, the learner will be able to:

  • Verify identities, notarize oaths and affirmations.
  • Certify copies and depositions, and confirm affidavits and verifications.
  • Avoid conflicts of interest by knowing when to say no.
Seat Time: 1.25hrs - Desc:

This course will introduce the learner to the position of notary at the financial institution. The course will familiarize the learner with his/her responsibilities as a notary by providing detailed information regarding the proper use of the notary journal, acknowledgment forms, and seals and stamps. After completing this course, the learner will understand:

  • The role of the notary at the financial institution.
  • What jurats and acknowledgements are and how they are used.
  • The potential penalties for notary misconduct.
Category: Credit Unions
Seat Time: 0.5hrs - Desc:

This course will familiarize the learner with the history and purpose of the National Credit Union Share Insurance Fund (NCUSIF). The course will provide the learner with detailed information about how the fund is financed, the different types of insured deposits, and what is not covered, in addition to other pertinent information. After completing this course, the learner will understand:

  • The different types of account ownership and how they relate to the NCUSIF.
  • How insurance coverage for transaction accounts works.
  • What happens when credit unions merge.
Category: Credit Unions
Seat Time: 1hrs - Desc:

This course will discuss the history and purpose of the National Credit Union Administration (NCUA) which oversees credit unions within the United States. This course will provide information on recent NCUA actions and letters, the rating system used by the NCUA to grade credit unions, the regulations governing credit unions, and more. Upon completion of this course, the learner will be able to understand:

  • The mission of the NCUA.
  • The regulations to which credit unions must adhere.
  • The benefits of using credit unions.

Seat Time: 1.25hrs - Desc:

This course will instruct the learner on the importance of negotiation communication skills such as verbal and non-verbal skills. The learner will examine how to ask questions and give feedback. After completing this program, the learner will be able to:

  • Implement interpersonal skills to properly send and receive verbal and non-verbal messages.
  • Communicate messages effectively and comprehensively.
  • Ask questions and give verbal and non-verbal feedback.

Seat Time: 2.5hrs - Desc:

This course will acquaint the learner with the importance of sales at the organization. The learner will become familiar with sales basics and models. After completing this program, the learner will be able to:

  • Identify the need, build the relationship, and advance the sale.
  • Customize solutions, propose values, and overcome objections.
  • Close the sale and provide quality service.