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Category: Credit Unions
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 importance of the Branch Manager position to the functioning of the credit union.
  • How to meet employee and member needs quickly and efficiently.
  • How to meet and communicate the credit union’s vision and values.
Category: Credit Unions
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 to:

  • Identify member needs, build the relationship, and advance the sale.
  • Customize solutions, propose values, and overcome objections.
  • Close the sale and provide quality service.
Category: Credit Unions
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 such as loyalty and respect. After completing this course, the learner will understand:

  • The importance of handling confidential information properly.
  • How to best cross-sell products and services to members.
  • The proper procedures for working with numbers and bookkeeping.
Seat Time: 0.75hrs - Desc:

This course will introduce the learner to the Community Reinvestment Act (CRA) by detailing the requirements of the Act. The learner will also understand the requirements of Regulation G and the necessity of record retention and performance tests. After completing this program, the learner will be able to:

  • Understand the record-retention requirements and performance tests that institutions must undergo.
  • Describe the Act’s purpose, disclosures, and the necessity of compliance.
  • Understand the effect of the CRA record on applications.
Seat Time: 0.25hrs - Desc:

This course will emphasize the importance of regulations passed by the Consumer Financial Protection Bureau (CFPB) by providing the learner with details on the implementation of new rules. Additionally, the learner will be able to prepare his/her institution for CFPB rule compliance. Upon completion of this course, the learner will understand:

  • The Ability to Pay/Qualified Mortgage Rule
  • The ECOA Valuations Rule
  • The TILA Higher-Price Mortgage Loan Appraisal and Escrow Rules
  • The HOEPA Rule and Loan Origination Compensation

Seat Time: 1hrs - Desc:

This course will introduce the learner to the CAN-SPAM Act of 2003, and the regulations and options surrounding consumer email. The learner will begin to understand the examination process surrounding financial institutions and their compliance with federal laws. After completing this program, the learner will be able to:

  • Distinguish between an unsolicited advertisement and an established business relationship.
  • Understand the purpose and use of the Do-Not-Call-Registry.
  • Adhere to the goals of the CAN-SPAM Act.

Seat Time: 0.25hrs - Desc:

This course will introduce the learner to the Children's Online Privacy Protection Act, whose primary goal is to place parents in control over what information is collected from their children online. The learner will be able to apply knowledge of the law to commercial websites and online services directed to children under the age of 13. After completing this program, the learner will be able to understand:

  • The roles and responsibilities of operators of aforementioned websites.
  • Exceptions allowing operators to collect a child's email address without obtaining parent consent in advance.
  • Privacy notices subject to the requirements of COPPA.