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Seat Time: 0.25hrs - Desc:

This course will familiarize the learner with the Telephone Consumer Protection Act, which was passed in response to consumer concerns about the growing number of unsolicited telephone marketing calls and the increasing use of automated and prerecorded messages. After completing this course, the learner will understand:

  • The specific purposes of the Act.
  • The various changes to the Act that have been implemented since 2012.
  • How the Do-Not-Call List functions.

Seat Time: 1.75hrs - Desc:

This 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, with additional points upon socialization. Upon successful completion of this course, the learner will have a solid understanding of the following:

  • The importance of confidentiality.
  • The organizational skills designed to improve productivity and encourage good habits in the workplace.
  • The proper procedures for handling numbers.

Seat Time: 3hrs - Desc:

This course will introduce the learner to the many transactions for which tellers assist customers, such as check cashing, withdrawals, deposits, and other purchases and teller duties. The course will also detail the importance of transaction decisions, and describe processes and procedures to be conducted before every type of transaction. After completing this program, the learner will have a solid understanding of the following:

  • All parts of a check.
  • Appropriate methods for conducting withdrawals for customers.
  • Various types of negotiable instruments available for purchase by customers.

Seat Time: 1.75hrs - Desc:

This course will evaluate the use of the business writing model in writing clear and concise business letters in professional environments. This course will also provide a brief overview of the steps involved in drafting, developing, and presenting business letters. Upon completing this program, the learner will be able to:

  • Understand the connection between good writing and good communication.
  • Use a multi-step process to develop and produce exceptional business-grade writing.
  • Proofread, edit, and format business letters for organization and clarity.

Seat Time: 1hrs - Desc:

This course will examine the changing bank customer and the importance of giving customers a great experience. The learner will become acquainted with how to give and get respect and how to handle different types of customers. After completing this program, the learner will be able to:

  • Competently handle situations involving customers with special needs.
  • Demonstrate respect so that s/he is prepared to make a strong impression on customers.
  • Keep the customer experience in mind during all interactions.

Seat Time: 1.25hrs - Desc:

This course will introduce the learner to the FFIEC’s Business Continuity Planning Booklet. This course will also define business impact analysis, risk assessment, and more. After completing this program, the learner will understand how to:

  • Conduct business impact analysis as part of a business continuity plan.
  • Assess and manage risk to identify realistic threat scenarios and implement disaster planning.
  • Apply risk monitoring and testing to ensure that the bank’s business continuity planning process remains viable.

Seat Time: 1.5hrs - Desc:

This course will introduce the learner to the responsibilities of and the functions performed by the investment team. This course will also provide an overview of the various departments involved in investment banking. After completing this program, the learner will be able to:

  • Understand the role of the investment team.
  • Explain the purpose and function of various departments in terms of investment banking.
  • Adhere to the duties of an investment official.

Seat Time: 1.75hrs - Desc:

This course will introduce the learner to the operations team, its role at the organization, and all of the products and services that it offers. The course will familiarize the learner with departments and services such as items processing, information technology, and international operations. After completing this course, the learner will understand:

  • The functions of the Audit, Compliance, and Legal departments at the organization.
  • The importance of the Finance department to the organization.
  • The role of Human Resources at the organization.