Opening Accounts for High-Risk Customers

New Accounts Talks is a series of conversations about banking topics for the New Accounts 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 account ownership, tax reporting, signature cards, documentation, cash, holds, regulations and other important topics. Designed for weekly or monthly meetings, orientation or ongoing development of your new accounts and branch staff, these Talks are a new approach which will complement and enhance your already developed new account training programs. Some Talks can

Delivering great value to customers is about more than just ensuring their satisfaction with your organization's products and services. To be a leader in the marketplace, employees at every touch point within your company must go the extra mile and deliver a consistent, world-class experience. Customer Service courses teach employees how to provide stellar customer service that will set your institution apart from the competition.

The Refresher Series is a convenient solution for your experienced employees who need to stay current on regulatory and vital financial information. These courses target fundamental topics and move swiftly yet effectively in a smaller duration of time.