Customer Service Representative

Leveraging Multi-Generational Talent: A Leadership Workshop (1.5 SHRM-CP Credits)

This session is ideal for supervisors, branch managers, department heads, and anyone else who wants to…
IRA Beneficiary Payouts Workshop

This interactive session is ideal for CSRs, tellers, operations department reps, call center employees, and anyone…
Understanding the Role of the Notary Public

This session is ideal for financial institution legal counsel, managers, supervisors, notaries, and potential new notaries.
BSA/AML and OFAC Compliance – 3 Part Series – Part 1 (7.5 CRCM Credits)

These rules impact anyone in your institution who has direct dealings with customers, such as Customer…
Commercial Construction Lending

This session is ideal for commercial lenders, credit analysts, and support staff that deal directly with…
Demystifying Trusts: Establishing Deposit Accounts and Loans

This session is ideal for financial institution employees involved with opening new accounts, deposit or loan…
Bi-Monthly Compliance Briefing – April 2025 (2.5 CRCM Credits)

Anyone in the institution having compliance responsibilities – when you think about this, it could be…
Controlling the Risks of Power of Attorney Documents

This session is ideal for financial institution employees involved with opening new accounts, deposit or loan…
BSA/AML and OFAC Compliance – 3 Part Series- Part 1 (7.5 CRCM Credits)

These rules impact anyone in your institution who has direct dealings with customers, such as Customer…
Safe Deposit Boxes: Opening, Managing, and Avoiding Potential Legal Issues

This session is ideal for new accounts staff, branch managers, compliance officers, and anyone that uses…