Retail and Business Banking

Develop strategies and best practices for serving all of your customers, for both Retail and Business Banking. Browse upcoming courses and on-demand videos and register for your Retail and Business Banking event today.

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Courses for May 2019 › Retail and Business Banking

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28

ACH Originator and Third-Party Sender Training on the 2019 NACHA Operating Rules Changes and Fraud Trends

Cash Management: How Sales, Operations, and Technology Can Generate More Fee Income

Garnishments, Levies and Subpoenas Training for Your Front Line and Back Office (New for 2019!)

Bank Teller Training: Fraud Loss Prevention

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Bank Marketing vs Customer Privacy – 10 Ways to Satisfy BOTH

Combatting ACH Origination Fraud – Keeping the FBI Out of Your Bank or CU

BSA Customer Risk Scoring Model: Account Opening Through Duration of Customer Relationship

Small Business Lending Fundamentals for Banks and Credit Unions (2-Part Series)

Legal Issues in Checks and Funds Transfers

NEW for 2019: Reg CC Updates and the Presumption of Alteration

2019 Flood Insurance Basics and Compliance Requirements for Lenders

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12

Quarterbacking Long Term Retail Deposits – Presenting and Selling Long Term Deposits

Traditional and Online Account Opening: Differences, Similarities and Managing Your Risks

Performing Due Diligence on Commercial Loans: Analysis and Documentation

Understanding HSA (Health Savings Accounts) and Medicare

Start with “Why-”… The Future of Branches and Retail Bank Transformation

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Regulation E Dispute Training for ACH Unauthorized, Stop Payments, Debit Card and ATM Disputes (May)

2019 Accounting for Financial Institutions: 101 (3-Part Webinar Series)

NEW for 2019: ACH Exception Processing – 2 Part Series

2019 Accounting for Financial Institutions: 201 (3-Part Webinar Series)

Fixing Small Business Loans

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Building a Compliant IRA Program for Banks and CUs

Quarterbacking Long Term Retail Deposits – Coaching and Measuring Long Term Deposit Growth

FREE Event: 5 Strategic Solutions You Need to Offer Business Customers in 2019

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