string(4) "here"
Catalogs
Series
Roles
Accreditation
Course Format
Package

Package Your Training

We understand our clients have unique business requirements, so we created flexible training packages to best meet the needs of your financial institution.

View Packages
  1. Regulation II: Debit Card Interchange Fees and Routing – E3

    This course analyzes the debit card interchange charge requirements and provides an overview of Regulation II. These standards must be fair to the debit card issuer and proportionate to the transaction costs. In other words, the fee should be based on how much it costs the bank to process the transaction. The course then investigates Regulation II's applicability, requirements, prohibitions, exemptions, and reporting and monitoring requirements.

    45 Minutes

    Series: Enterprise Risk Management & Compliance for Banks, Enterprise Risk Management & Compliance for Credit Unions

    Course Type: E3

  2. Bank/Broker Dealer Exemptions – Regulation R – E3

    Comprehending Regulation R can be a daunting task, given its many complexities and levels of conditional requirements. This course provides a general overview of the primary provisions of Regulation R and explores the regulation's historical framework and the different banking and brokerage activities.

    50 Minutes

    Series: Retail Banking for Banks, Retail Banking for Credit Unions

    Course Type: E3

  3. Unlawful Internet Gambling – E3

    This course is an introduction to Regulation GG and contains an overview of the regulation, the Unlawful Internet Gambling Enforcement Act, the policies and procedures that need to be implemented, the due diligence that must occur at the opening of an account, how to handle suspicious and restricted transactions, and other pertinent issues.

    15 Minutes

    Series: Transaction Compliance

    Course Type: E3

  4. Customer Service Introduction – E3

    An effective customer service strategy is not just about answering the phone. It’s about providing value to the customer throughout their entire experience with your company. Don’t just “deal with your customers.” Help them and offer solutions that could enhance their experience with you. Be the best version of yourself, available to them from the start!

    6 Minutes

    Series: Customer Service

    Course Type: E3

  5. Customer Service Summary – E3

    Review the items you can control and how to manage the customers that have escalated frustration. Put yourself in a winning position by remembering that you are dealing with people, not widgets. Put a focus on these skills and build a loyal customer base.

    4 Minutes

    Series: Customer Service

    Course Type: E3

  6. Helping Upset Customers – E3

    Customers will be frustrated no matter what we do, 20% of the time. By learning to remove your ego and turn conflicts into problems, you can limit your customer’s frustration. This course is a collection of tips on how to help your customers stay rational towards a solution.

    14 Minutes

    Series: Customer Service

    Course Type: E3

  7. Using Canned Responses – E3

    Canned responses, while efficient, aren’t a replacement for actual customer service. Spend the time to modify your canned responses and update them as time goes on to ensure that they are meeting the needs of your customers. When you spend time giving your canned responses a personal touch, your customers will feel that those responses are more personal to them.

    5 Minutes

    Series: Customer Service

    Course Type: E3

  8. Digital Ping-Pong – E3

    The goal of email or chat is to have a quick exchange of information that leads to a decision being made or an action being taken. Discover how to resolve in as few dialogue exchanges as possible and reduce your digital ping-pong conversations.

    5 Minutes

    Series: Customer Service

    Course Type: E3

  9. Proper Email and Chat Etiquette – E3

    Keep your personal touch in a digital communication channel. These simple tips make sure that your team members are staying efficient while your customers are getting the help they need.

    4 Minutes

    Series: Customer Service

    Course Type: E3

  10. Inbound and Outbound Conversations – E3

    One of the biggest reasons a customer tries to take control is because they have assumed you won’t. You can change that assumption by showing that you’re both competent and capable during inbound conversations and outbound conversations.

    7 Minutes

    Series: Customer Service

    Course Type: E3