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Seat Time: 1.25hrs - Desc:

This course will familiarize the learner with Check Clearing for the 21st Century Act and the process of check truncation. The learner will be able to recognize substitute checks and understand the legalities surrounding them. After completing this program, the learner will be able to:

  • Differentiate between warranties and indemnities required under Check 21.
  • Make and submit claims for recredits which consumers may ask for under certain conditions.
  • Communicate with customers about Check 21.

Seat Time: 2.5hrs - Desc:

This course will teach the learner about credit risk management. The course will provide enhanced discussions pertaining to micro and macro lending, the credit cycle, and the general term of "credit." After completing this program, the learner will be able to:

  • Understand credit scores, bureaus, and reports, and how to use them in lending decisions.
  • Examine how lenders diversify their portfolios and control risk.
  • Describe how to establish the 5 C's of Credit, and detail each phase in the credit cycle.
Category: Credit Unions
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 receiving cash from, or paying cash to, customers.
  • The appropriate methods for setting up the cash drawer at the beginning of each shift.
  • The safety guidelines for protecting the cash drawer.
Category: Credit Unions
Seat Time: 2.5hrs - Desc:

This course will introduce the learner to the integral position of teller at the credit union. The course will familiarize the learner with the other members of the credit union team, the skills that an efficient teller must possess, and the standards that all tellers must adhere to at the credit union. After completing this course, the learner will understand:

  • The credit unions vision and values.
  • The credit unions storied history and its continuing commitment to excellence.
  • How to succeed as a teller at the credit union.
Category: Credit Unions
Seat Time: 3hrs - Desc:

This course will familiarize the learner with the proper procedures for servicing members as a CSO. The course will stress the importance of providing good service though the use of proper communication techniques and strategies for dealing with every type of member. After completing this course, the learner will understand:

  • The relationship between giving and getting respect with regard to member interactions.
  • How to gather information by asking the right questions.
  • How to provide satisfactory service to unreasonable members.
Category: Credit Unions
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 learner will be able to:

  • Listen to, understand, and address member needs.
  • Determine document accuracy and properly identify members.
  • Finish the transaction efficiently and thank the member.
Category: Credit Unions
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 course, the learner will be able to:

  • Detect damaged, mutilated, and counterfeit coins and currency.
  • Follow the appropriate procedures for handling currency at the organization.
  • Understand the security features of U.S. banknotes and recognize their importance in protecting the credit union and its members from money laundering and counterfeiting.