Call Now : 888.433.2666 or Contact Us

RSS
  • Filter
  • Switch to grid layout
  • Swtich to table layout
  Name SKU Description Category Additional data
Intelligent Selling

Seat Time: 2.25hrs - Desc:

This course will introduce the learner to effective sales skills. The course will familiarize the learner with maintaining sales professionalism and increasing sales. Upon successful completion of the course, the learner will have a strong understanding of the following:

  • Cultivating new client relationships.
  • The Cycle of sales.
  • Goal-setting strategies and the “SPIRIT” model.
Professional Skills
Information Security on the Job

Seat Time: 2hrs - Desc:

This course will introduce the learner to the necessity of information security on the job. The learner will understand the physical security requirements of an organization, plus the intangible requirements such as Internet, email, password, and fax security. After completing this program, the learner will be able to:

  • Implement best practices for recognizing and reacting to security breaches.
  • Follow appropriate preventative procedures.
  • Understand information security in terms of branch security, social networking, fax machines, Internet, and email.
Information Security
Identifying Members Seat Time: 1.25hrs - Desc:

This course will familiarize the learner with the proper procedures for identifying members when processing transactions. The course will emphasize the importance of protecting members and the credit union and its assets by preventing identity theft and other types of fraud. After completing this course, the learner will be able to:

  • Appropriately and thoroughly identify members.
  • Examine signatures and properly use signature cards.
  • Differentiate between primary and secondary forms of identification.
Credit Unions
Identifying Customers

Seat Time: 1.25hrs - Desc:

This course will include information on identifying customers when processing transactions. This course will also emphasize the importance of protecting the institution and its assets by preventing identity theft and other types of fraud. After completing this program, the learner will be able to:

  • Appropriately and thoroughly identify customers.
  • Examine signatures and utilize signature cards.
  • Differentiate between primary and secondary forms of identification.
Professional Skills