Trainer

Coaching Effectiveness for Supervisors and Managers (2 SHRM-CP Credits)

This session is ideal for anyone who manages others.
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…
Bank Accounting: Beyond the Basics – 5 Part Series – Part 5 (10 CPE Credits)

The course is designed for those who understand the basis of bank accounting and desire to…
Security Awareness Training: Best Practices for Keeping Your Employees Engaged

This session is ideal for IT and IS professionals who need to understand the strategic and…
CDD and EDD Part 2: High Risk Customers – Establishing and Changing Risk Ratings

This session is ideal for BSA officers, compliance officers, security officers, marketing, training, branch administration, and…
Understanding the Role of the Notary Public

This session is ideal for financial institution legal counsel, managers, supervisors, notaries, and potential new notaries.
Selling in the Teller Line: Using the BRIGHT Approach (1.5 SHRM-CP Credits)

This session is ideal for tellers, frontline staff, and supervisors who want to improve customer interactions,…
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…
Bank Accounting: Beyond the Basics – 5 Part Series – Part 4 (10 CPE Credits)

The course is designed for those who understand the basis of bank accounting and desire to…