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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 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: 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: 0.25hrs - Desc:

This course provides information about “swap dealers” and “security-based swap dealers.” This course will use the definitions issued by the Commodity Futures Trading Commission (CFTC) and the Securities and Exchange Commission (SEC). Upon completion of this course, the learner will be able to:

  • Understand the terms and guidelines for swap dealers and security-based swap dealers.
  • Abide by designated exemptions and exclusions.
  • Understand under which category the firm falls based on institution activities.

Seat Time: 2.5hrs - Desc:

This course will give an overview of the succession planning process and a detailed analysis of the components of a succession plan. Additionally, the learner will gain the skill to classify resources, examine risks, and predict needs. Upon successful completion of this course, the learner will be able to understand:

  • How to enact a plan.
  • Assessing and revising a plan.
  • How to gain access to continuing-education resources.

Seat Time: 2.75hrs - Desc:

This course will provide an overview of stress and detail the symptoms of stress. The learner will become acquainted with what causes stress, the effects and health impacts of stress, and handling stress. After completing this program, the learner will have a solid understanding of:

  • Managing stress through relaxation.
  • Decision-making techniques.
  • Reducing stress through building a strong support network of friends.
Seat Time: 0.25hrs - Desc:

Seat Time: 3.25hrs - Desc:

This course will provide an overview of the negotiation process, including information on obstacles, climate, strategy, and tactics. The learner will become acquainted with concessions, resolutions, and the closing process. After completing this program, the learner will be able to:

  • Use strategies and tactics to acquire successful outcomes to negotiations.
  • Make and receive offers as part of the negotiation process.
  • Properly and effectively close a negotiation.