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  Name SKU Description Category Additional data
Credit Unions Branch Manager Standards Seat Time: 1.5hrs - Desc: Credit Unions
Credit Union: Teller Basics 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.
Credit Unions
Credit Union: Products Seat Time: 3.75hrs - Desc:

This course will introduce the learner to the various products and services that are offered by the credit union. The course will familiarize the learner with the various types of account ownership, IRAs, and loans, in addition to many other credit union offerings. After completing this course, the learner will understand:

  • The specific details of each type of account that the credit union offers.
  • The different types of investment products that the credit union offers its members.
  • The credit unions policies and procedures for negotiable instruments, wire transfers, and savings bonds.
Credit Unions
Credit Risk Management

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.
Compliance & Regulatory
Creative Thinking Techniques

Seat Time: 2.25hrs - Desc:

This course will afford the learner a look at creativity and the importance of thinking creatively. The learner will be introduced to creativity blocks and the purpose of brainstorming. After completing this program, the learner will be able to:

  • Use appropriate thinking tools to think laterally and creatively.
  • Increase personal performance and use decision-making methods.
  • Predict potential failures and use the Failure Mode and Effects Analysis tool to analyze and solve problems.
Professional Skills
Creating Effective Teams

Seat Time: 2.75hrs - Desc:

This course will clarify the importance of team dynamics and creating effective sales teams. The learner will examine problem solving and decision making. After completing this program, the learner will be able to:

  • Delegate, communicate, solve problems, and make appropriate decisions.
  • Use interpersonal skills and trust to reinforce the value of teamwork.
  • Congratulate team members upon achieving consensus and reaching goals.
Professional Skills
Consumer Lending Products

Seat Time: 2hrs - Desc:

This course will introduce the learner to the various products and practices associated with consumer lending. Some of these products include secured and unsecured loans, mortgages, non-real estate secured credit products, and small business loans. After completing this program, the learner will understand:

  • How to differentiate between the different types of collateral.
  • The features available to consumer credit products.
  • Which unsecured credit products are available to borrowers.
Banking & Financial
Consumer Lending Procedures

Seat Time: 2.5hrs - Desc:

This course will introduce the learner to the extensive procedures involved in consumer lending. The learner will become familiar with application process and documentation, home equity loan documentation, and liens on collateral, in addition to many other aspects. After completing this program the learner will understand:

  • How to quote rates to customers.
  • The pre-closing and closing processes.
  • How to communicate loan decisions to customers.
Banking & Financial