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  Name SKU Description Category Additional data
Teller Transactions

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.
Banking & Financial
Teller Basics

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.
Banking & Financial
Sarbanes-Oxley Act of 2002

Seat Time: 1hrs - Desc:

This course will provide the learner with an introduction to and overview of the Sarbanes-Oxley Act of 2002 (SOX). The course will detail the history and purpose of the Act and will also provide insight into the types of publically held companies that SOX covers. After completing this course, the learner will understand:

  • Requirements imposed by SOX that must be met by the organization.
  • The specific responsibilities of independent auditors in making reports.
  • How the additional sections of SOX affect the organization.
Compliance & Regulatory
Robberies

Seat Time: 1.25hrs - Desc:

This course will give an overview of the types of robberies that can occur within a financial institution and preventative measures that financial institutions and their employees should take in the event of a robbery. Additionally the learner will gain the skill to observe his or her surroundings and be able to put financial institution security measures into effect. Upon successful completion of this course, the learner will be able to understand:

  • Types of robberies.
  • Preventative measures and procedures.
  • The importance of the Access Control Unit.
Banking & Financial
Overview of Treasury Products : Part II

Seat Time: 3.25hrs - Desc:

This course will introduce the learner to the principles of structured swaps and describe other OTC instruments, such as interest rate swaps and fixed-for-floating interest rate swaps. Additionally, the course will explore cross-currency swaps, exchange rates, and combining swaps. After completing the program, the learner will have a solid understanding of:

  • Options for purchasing and selling currency.
  • Commodity structures.
  • Index trackers.
Banking & Financial
Overview of Treasury Products : Part I

Seat Time: 1.5hrs - Desc:

This course will introduce the learner to the principles of treasury products and services available to customers. Additionally, the course will detail market derivatives and their importance as tradable financial instruments. Upon successful completion of the course, the learner will have a strong understanding of the following concepts:

  • Structured swaps.
  • OTC equity options.
  • Derivatives pricing.
Banking & Financial
Overview of Mortgage Loan Fraud

Seat Time: 1.25hrs - Desc:

This course will provide a brief overview of facets of mortgage loan fraud. The learner will become acquainted with fraud for profit and housing, and how to detect, prevent, and report mortgage fraud. After completing this program, the learner will understand how to:

  • Identify and differentiate between various types of mortgage fraud.
  • Implement procedures and policies for preventing mortgage fraud.
  • Use different types of reports to report mortgage fraud.
Mortgage Lending
Overview of Mortgage Lending

Seat Time: 0.75hrs - Desc:

This course will introduce the learner to the different components of a mortgage. The course will also familiarize the learner with the various types of loans, including fixed rate, adjustable rate, balloon, and equity mortgages. After completing this program, the learner will have a strong understanding of the following:

  • Individual applications.
  • Joint applications.
  • Third-party pledger applications.
Mortgage Lending