The Retail Banking Series will arm your branch and frontline staff to effectively execute transactions and understand the working of retail products and services while staying up-to-date on the latest regulatory requirements.

This series is designed to provide wealth management personnel training on regulatory compliance, ethical issues, types of products, and more. 

IRA Accounts Talks is a series of conversations about IRAs topics for the deposit area. This series purpose is to create unique short educational programs for both professional development and increasing technical expertise of our frontline staff. It is a more casual approach to learning fundamentals about IRA products, movements, distributions, compliance, and other important topics. Designed for weekly or monthly meetings, orientation or ongoing development of your IRA Coordinators and branch staff, these Talks are a new approach which will complement and enhance your already developed IRA training programs. These videos are also good basic training for officers and managers.