Bank Sales Training
OnCourse Learning's bank sales webinar training covers topics ranging from coaching to building a sales plan to sales teams and many more. All of our bank training webinars are led by experts from the financial industry.
How to Hire Bankers Who Will Sell More
Presented By:
Dan Fischer
This event was recorded on Friday, December 3rd, 2021.
Participants will learn a process you can adopt immediately with hiring tools that will take the guesswork out of hiring bankers who are also salespeople - those who can and will sell successfully at your bank.
Related Topics: Sales, Management/Employee Development
Using an Effective Selling System to “Score” Your Prospects
Presented By:
Walt Gerano
This event was recorded on Thursday, October 28th, 2021.
A Probability Scorecard is like the yard markers on a football field. The yard markers give you a clear, definitive look at how much ground has to be covered before you score points; or in the case of defense, how much ground you have left to defend.
Related Topics: Sales, Management/Employee Development
Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
Presented By:
Marci Malzahn
This event was recorded on Thursday, October 21st, 2021.
During this basic course, we will review the primary Treasury Management products and services that are available in the market.
Related Topics: Sales, Executive
Officer Calling: Prospecting, Preparing & Presentation
Presented By:
Jeffery Johnson
This event was recorded on Friday, September 24th, 2021.
Learn practical ideas for enhancing your calling process by focusing on every aspect from preparing for the call to handling objections, to closing the sale and retaining your customer.
Related Topics: Sales, Lending
7 Habits of High Performing Banking Teams
Presented By: Dan Fischer
This event was recorded on Thursday, September 2nd, 2021.
There are consistent behaviors and habits that successful relationship managers use day in and day out, year after year to achieve their goals.
Related Topics: Sales, Management/Employee Development
Serve Well, Sell Right at the Branch
Presented By:
Janice Branch
This event was recorded on Wednesday, September 1st, 2021.
Branch personnel and call center agents typically interact with more customers every day than anyone else in your financial institution. It makes sense that banks expect high foot traffic locations and high call volume points of contact help to generate quality referrals that lead to product and... More →
Related Topics: Management/Employee Development, Sales
Strengthen Your Core - Part 2
Presented By:
Vince Carone
This event was recorded on Wednesday, July 28th, 2021.
This series is focused on strengthening your core soft skills in an effort to prepare you for the most common day-to-day situations. You’ll walk out with a blueprint on how to communicate effectively and balance your time.
Related Topics: Human Resources, Sales
Strengthen Your Core - 2 Part Series
Presented By: Vince Carone
This event was recorded on Wednesday, July 21st, 2021.
This series is focused on strengthening your core soft skills in an effort to prepare you for the most common day-to-day situations. You’ll walk out with a blueprint on how to communicate effectively and balance your time.
Related Topics: Human Resources, Sales
Strengthen Your Core - Part 1
Presented By: Vince Carone
This event was recorded on Wednesday, July 21st, 2021.
This series is focused on strengthening your core soft skills in an effort to prepare you for the most common day-to-day situations. You’ll walk out with a blueprint on how to communicate effectively and balance your time.
Related Topics: Human Resources, Sales
Banker’s Top 10 for Sales Success
Presented By: Dan Fischer
This event was recorded on Monday, May 24th, 2021.
We will take you through the Top 10 ideas that you must address to increase your sales success.
Related Topics: Sales
High Touch Coaching in a High-Tech World
Presented By: Dan Fischer
This event was recorded on Monday, March 29th, 2021.
This webinar will provide a framework to help sales managers deliver high touch coaching to their salespeople to help them grow relationships and revenue in this high-tech, remote world.
Related Topics: Sales, Management/Employee Development
8 Steps to Improve Cross-Selling
Presented By: Janice Branch
This event was recorded on Thursday, March 25th, 2021.
This program will help you with ways to elevate cross-selling results.
Related Topics: Sales, Human Resources
Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
Presented By: Marci Malzahn
This event was recorded on Thursday, March 25th, 2021.
You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct risk assessments on new products, and learn strategies to increase core deposits.
Related Topics: Sales, Executive
Webinar Subscription Packages
Presented By:
This event was recorded on Monday, March 1st, 2021.
If your institution attends at least 5 webinars per year, a webinar subscription package is a no-brainer!
Related Topics: Compliance, IRAs, Lending, Human Resources, Computer Skills, Risk Management/Legal, BSA, Deposit Accounts, Executive, Management/Employee Development, Safe Deposit, TRID, Sales, Reporting, Compliance
Prospect & Build Relationships Virtually
Presented By: Dan Fischer
This event was recorded on Thursday, January 28th, 2021.
Every banker today must be adept at asking for, scheduling and delivering effective virtual meetings that also help build relationships!
Related Topics: Sales, Management/Employee Development, COVID-19
The 5 Keys to Coaching for Bank Managers
Presented By:
Jack Kasel
This event was recorded on Thursday, November 5th, 2020.
In this webinar, sales coaches will learn the five critical steps that you must master and execute in order to get the best effort and results out of your salespeople.
Related Topics: Sales, Management/Employee Development
Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
Presented By: Marci Malzahn
This event was recorded on Thursday, October 22nd, 2020.
You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct risk assessments on new products, and learn strategies to increase core deposits.
Related Topics: Sales, Executive
Officer Calling: Prospecting, Preparing & Presentation
Presented By: Jeffery Johnson
This event was recorded on Friday, October 9th, 2020.
Learn practical ideas for enhancing your calling process by focusing on every aspect from preparing for the call to handling objections, to closing the sale and retaining your customer.
Related Topics: Sales, Lending
Serve Well, Sell Right at the Branch
Presented By: Janice Branch
This event was recorded on Tuesday, October 6th, 2020.
This webinar helps you gain insight of how you can engage your staff and elevate results at the branch.
Related Topics: Management/Employee Development, Sales
Build Relationships Virtually
Presented By: Jack Kasel
This event was recorded on Thursday, September 24th, 2020.
Every banker today must be adept at asking for, scheduling and delivering effective virtual meetings that also help build relationships!
Related Topics: Sales, Management/Employee Development, COVID-19
Create Engaging Conversations in the Branch of the Future
Presented By: Jack Kasel
This event was recorded on Thursday, September 17th, 2020.
Participants will learn the CARE program, a 4-step sales approach for your branch personnel that will help them improve their relationship building skills.
Related Topics: Sales, Management/Employee Development
Making the Case: Here’s What We Want to Train and Why
Presented By:
E.J. Kritz
This event was recorded on Tuesday, September 1st, 2020.
How to justify the expense of training when speaking with Executive Leaders.
Related Topics: Sales, Human Resources
How to Hire Your Next Sales Superstar
Presented By:
Alex Cole
This event was recorded on Wednesday, May 20th, 2020.
Participants will learn a process you can adopt immediately with hiring tools that will take the guesswork out of hiring bankers who are also salespeople - those who can and will sell successfully at your bank.
Related Topics: Sales, Management/Employee Development
Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
Presented By: Marci Malzahn
This event was recorded on Thursday, April 9th, 2020.
You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct risk assessments on new products, and learn strategies to increase core deposits.
Related Topics: Sales, Executive
No Foolin’ - This is How Top Producers Prospect for Business
Presented By: Alex Cole
This event was recorded on Wednesday, April 1st, 2020.
Learn how to gain introductions from your advocates. When done effectively, this will have more impact on your business than any other prospecting strategy.
Related Topics: Sales
8 Steps to Improve Cross-Selling
Presented By: Janice Branch
This event was recorded on Thursday, February 27th, 2020.
This program will help you with ways to elevate cross-selling results.
Related Topics: Sales, Human Resources
Does Your Team Need to Acquire & Grow New Relationships?
Presented By:
Tony Cole & Alex Cole-Murphy
This event was recorded on Monday, January 13th, 2020.
This webinar will provide participants with a glimpse of the 21 specific skills and capabilities that relationship managers must have to be top producers.
Related Topics: Sales, Management/Employee Development
For Bank Managers: 5 Keys to Coaching
Presented By: Alex Cole
This event was recorded on Wednesday, November 13th, 2019.
As a sales coach, there are five critical steps that you must know and execute in order to get the best effort and results out of your salespeople.
Related Topics: Sales, Management/Employee Development
Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
Presented By: Marci Malzahn
This event was recorded on Thursday, November 7th, 2019.
During this webinar, we will review all the Treasury Management products and services that are available in the market.
Related Topics: Sales, Executive
Officer Calling: Prospecting, Preparing & Presentation
Presented By: Jeffery Johnson
This event was recorded on Thursday, November 7th, 2019.
Learn practical ideas for enhancing your calling process by focusing on every aspect from preparing for the call to handling objections, to closing the sale and retaining your customer.
Related Topics: Sales
Using Business Tax Returns to Analyze Lending Requests
Presented By:
Vin DiCara
This event was recorded on Thursday, September 26th, 2019.
This webinar will educate course attendees in the ways in which business tax returns are both similar to and differ from conventional financial statements.
Related Topics: Sales, Lending, Risk Management/Legal
For RMs: Banker's Top 10 for Sales Success
Presented By: Alex Cole
This event was recorded on Tuesday, September 3rd, 2019.
We will take you through the Top 10 ideas that you must address to increase your sales success.
Related Topics: Sales
Writing High-Impact Executive Summaries
Presented By:
Philip Vassallo
This event was recorded on Tuesday, July 30th, 2019.
Learn how to create and critique memorable, results-driven executive summaries.
Related Topics: Sales, Human Resources
For Bank Managers: Hire Your Next Banking Sales Superstar
Presented By: Alex Cole
This event was recorded on Tuesday, May 28th, 2019.
This webinar will provide you with a proven process for searching, interviewing, hiring and on-boarding bankers who will be successful salespeople.
Related Topics: Sales, Management/Employee Development
High Touch Coaching in a High-Tech World
Presented By:
Mark Trinkle
This event was recorded on Wednesday, May 22nd, 2019.
This workshop will provide a framework to help sales managers deliver high touch coaching to grow relationships and revenue in this high-tech world.
Related Topics: Sales, Management/Employee Development
Call Center Representative Training
Presented By:
J.T. Turner
This event was recorded on Monday, May 20th, 2019.
This webinar will focus on the customer service aspects of Call Centers.
Related Topics: Sales, Management/Employee Development
For Banking RMs: How Top Producing Bankers Prospect for Business
Presented By: Alex Cole
This event was recorded on Wednesday, March 20th, 2019.
Become more effective at the early steps in the sales process so you can shorten the sales cycle, eliminate stalls and "think it overs" at the closing table, and close more business.
Related Topics: Sales
Serve Well, Sell Right
Presented By:
Honey Shelton
This event was recorded on Tuesday, March 12th, 2019.
This webinar helps you gain insight of how you can engage your staff and elevate results at the branch.
Related Topics: Management/Employee Development, Sales
Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income
Presented By: Marci Malzahn
This event was recorded on Tuesday, March 5th, 2019.
During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services.
Related Topics: Sales, Executive
8 Steps to Improve Cross-Selling
Presented By: Janice Branch
This event was recorded on Thursday, February 14th, 2019.
This program will help you with ways to elevate cross-selling results.
Related Topics: Sales, Human Resources
For Bank Managers: Build a No-Excuses Sales Environment
Presented By: Alex Cole
This event was recorded on Thursday, November 8th, 2018.
Learn specific strategies to build and cultivate a culture of responsibility with your team. No excuses, big results!
Related Topics: Sales, Management/Employee Development
Writing High-Impact Executive Summaries
Presented By: Philip Vassallo
This event was recorded on Friday, October 5th, 2018.
Learn how to create and critique memorable, results-driven executive summaries.
Related Topics: Sales, Human Resources
Using Business Tax Returns to Analyze Lending Requests
Presented By: Vin DiCara
This event was recorded on Monday, September 24th, 2018.
This webinar will educate course attendees in the ways in which business tax returns are both similar to and differ from conventional financial statements.
Related Topics: Sales, Lending, Risk Management/Legal
For Banking RMs: Learn the 7 Habits of Top Producing Bankers
Presented By: Mark Trinkle
This event was recorded on Wednesday, September 19th, 2018.
This powerful webinar will share the 7 proven best practices of top producers so that you can refine your sales approach, become more effective and reach your sales goals.
Related Topics: Sales, Management/Employee Development
Call Center Representative Training
Presented By: J.T. Turner
This event was recorded on Tuesday, June 5th, 2018.
This webinar will focus on the customer service aspects of Call Centers.
Related Topics: Sales, Management/Employee Development
Officer Calling: Prospecting, Preparing & Presentation
Presented By: Jeffery Johnson
This event was recorded on Tuesday, May 29th, 2018.
Learn practical ideas for enhancing your calling process by focusing on every aspect from preparing for the call to handling objections, to closing the sale and retaining your customer.
Related Topics: Sales
For Bank Managers: How to Hire Bankers Who Will Sell
Presented By: Alex Cole
This event was recorded on Monday, May 21st, 2018.
This webinar will provide you with a proven process for searching, interviewing, hiring and on-boarding bankers who will be successful salespeople.
Related Topics: Sales, Management/Employee Development
For Bank Managers, Trainers & RMs: How to Create, Cultivate and Convert More Banking Sales Leads
Presented By: Alex Cole
This event was recorded on Monday, March 12th, 2018.
Help your sales team learn how to attract and connect with today's banking clients by attending this live broadcast on Creating, Cultivating and Converting Sales Leads.
Related Topics: Sales
Growing Your HELOC Portfolio
Presented By:
David Carlson
This event was recorded on Wednesday, March 7th, 2018.
This data-driven session will outline how a complete system of activities can help your financial institution dramatically grow consumer loan volume.
Related Topics: Sales, Lending
8 Steps to Improve Cross-Selling
Presented By: Janice Branch
This event was recorded on Tuesday, February 20th, 2018.
This program will help you with ways to elevate cross-selling results.
Related Topics: Sales, Human Resources
A Business Development Officers Guide to Selling Non-Traditional Financial Products
Presented By:
Suzie Jones
This event was recorded on Wednesday, January 24th, 2018.
This is a detailed discussion on how to recognize prospects and either sell or refer to your internal expert or correspondent bank/credit union partner.
Related Topics: Sales, Management/Employee Development
Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income
Presented By: Marci Malzahn
This event was recorded on Wednesday, January 10th, 2018.
During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services.
Related Topics: Sales, Executive
Digital Marketing: Deep Dive
Presented By:
Bryan Easley
This event was recorded on Tuesday, January 9th, 2018.
This presentation will be a deep dive into digital marketing geared towards people who have responsibility over marketing initiatives.
Related Topics: Executive, Sales
For Bankers, LOB Leaders and Sales Executives: The Guide to Building Your Business Work Plan for 2018
Presented By:
Alex Cole & Mark Trinkle
This event was recorded on Monday, November 20th, 2017.
This webinar on The Guide to Building Your Business Work Plan will provide you with a working template that contains the essential components for banks and credit unions to customize to build your own sales success workplan.
Related Topics: Sales, Management/Employee Development
For Sales Managers: Build a No-Excuses Bank Sales Environment
Presented By: Jack Kasel
This event was recorded on Monday, September 25th, 2017.
Learn specific strategies to build and cultivate a culture of responsibility with your team. No excuses, big results!
Related Topics: Sales
Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income
Presented By: Marci Malzahn
This event was recorded on Tuesday, August 29th, 2017.
During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services.
Related Topics: Executive, Sales
Call Center Representative Training
Presented By: J.T. Turner
This event was recorded on Tuesday, June 13th, 2017.
This webinar will focus on the customer service aspects of Call Centers.
Related Topics: Sales, Management/Employee Development
For Salespeople: Learn How Top Producing Bankers Prospect for Business
Presented By: Jack Kasel
This event was recorded on Monday, May 22nd, 2017.
Become more effective at the early steps in the sales process so you can shorten the sales cycle, eliminate stalls and "think it overs" at the closing table, and close more business.
Related Topics: Sales
Officer Calling: Prospecting, Preparing & Presentation
Presented By: Jeffery Johnson
This event was recorded on Monday, May 8th, 2017.
Learn practical ideas for enhancing your calling process by focusing on every aspect from preparing for the call to handling objections, to closing the sale and retaining your customer.
Related Topics: Sales
For Sales Managers: How to Hire Better Bankers Who Can Sell
Presented By: Alex Cole
This event was recorded on Monday, February 13th, 2017.
A big problem many financial institutions face is finding bankers who are also successful sales people. This webinar will help.
Related Topics: Sales
Officer Calling: Prospecting, Preparing & Presentation
Presented By: Jeffery Johnson
This event was recorded on Thursday, December 15th, 2016.
Learn practical ideas for enhancing your calling process by focusing on every aspect from preparing for the call to handling objections, to closing the sale and retaining your customer.
Related Topics: Sales
Opening Deposit Accounts for Minors
Presented By:
Deborah Crawford
This event was recorded on Thursday, December 15th, 2016.
Learn how to answer your adult accountholders' questions on how to set up accounts for grandchildren, for college, and other reasons to set up minor accounts.
Related Topics: Sales, Risk Management/Legal
Ten Simple Rules for Tellers to Save You Thousands
Presented By: Deborah Crawford
This event was recorded on Tuesday, December 6th, 2016.
Learn 10 simple rules for tellers that can save you thousands of dollars!
Related Topics: Sales, Risk Management/Legal, Management/Employee Development
Structure Your Sales & Service Culture Right
Presented By: Honey Shelton
This event was recorded on Thursday, November 17th, 2016.
Cross-selling is important to your growth. And, it is important you get it right.
Related Topics: Sales, Management/Employee Development
The Major Performance Factors for Success in Banking
Presented By: Jack Kasel
This event was recorded on Monday, November 14th, 2016.
Related Topics: Sales
Fair Credit Reporting Act Compliance – Ten Critical Issues
Presented By:
Susan Costonis
This event was recorded on Thursday, October 6th, 2016.
Join us for a discussion of 10 issues that should be addressed in an effective FCRA compliance program.
Related Topics: Compliance, Sales, Lending
7 Habits of Highly Successful Bankers
Presented By: Jack Kasel
This event was recorded on Monday, September 19th, 2016.
This powerful webinar will share the proven best practices of top producers so you can teach and coach your team to help them become more effective and reach their sales goals.
Related Topics: Sales
Call Center Representative Training
Presented By: J.T. Turner
This event was recorded on Tuesday, July 12th, 2016.
This webinar will focus on the customer service aspects of Call Centers.
Related Topics: Sales
Entering the World of Consumer Lending - Part 1
Presented By:
John Baptista, Jr.
This event was recorded on Thursday, July 7th, 2016.
This webinar takes participants from the philosophy of consumer lending, all the way through how to make a solid loan decision that benefits both the customer and the bank.
Related Topics: Sales, Lending
Officer Calling: Prospecting, Preparing & Presentation
Presented By: Jeffery Johnson
This event was recorded on Tuesday, May 24th, 2016.
Learn practical ideas for enhancing your calling process by focusing on every aspect from preparing for the call to handling objections, to closing the sale and retaining your customer.
Related Topics: Sales
Are They Really a Bank Prospect?
Presented By: Jack Kasel
This event was recorded on Monday, May 9th, 2016.
Become more effective at the early steps in the sales process so you can shorten the sales cycle, eliminate stalls and "think it overs" at the closing table, and close more business.
Related Topics: Sales
The Bank CEO Guide to 5 Keys to a High Performing Sales Team
Presented By: Jack Kasel
This event was recorded on Monday, April 11th, 2016.
The 5 Keys to a High Performing Sales Team is designed to help you understand and overcome what limits sales teams. And it starts at the top of the house, with you.
Related Topics: Sales
Handling Checks after Death of the Account Holder
Presented By: Deborah Crawford
This event was recorded on Tuesday, April 5th, 2016.
We'll look at the checks and all the questions you get asked every day.
Related Topics: Sales, Risk Management/Legal, Management/Employee Development
Limited Liability Companies: Do's and Don'ts
Presented By: Deborah Crawford
This event was recorded on Tuesday, March 29th, 2016.
Learn how to open, document, change signers, and handle the paperwork on these interesting accounts.
Related Topics: Sales, Lending
For Sales Managers: How to Hire Better Bankers Who Can Sell
Presented By: Jack Kasel
This event was recorded on Monday, February 29th, 2016.
A big problem many financial institutions face is finding bankers who are also successful sales people. This webinar will help.
Related Topics: Sales
Beware! Signature Card Danger Zones
Presented By: Deborah Crawford
This event was recorded on Wednesday, February 24th, 2016.
This is a “must attend” webinar to learn about risks, liability and losses that can occur due to signature card contracts and, most importantly, how to avoid these issues!
Related Topics: Compliance, Sales, Management/Employee Development
The Banker Of The Future - Becoming A Universal Banker
Presented By: John Baptista, Jr.
This event was recorded on Tuesday, February 23rd, 2016.
Supervisors and staff will learn the expectations of a Universal Banker, plus skills needed to be effective in this role. Leave with a plan of action and tools to become a Universal Banker.
Related Topics: Sales, Risk Management/Legal
Writing High-Impact Executive Summaries
Presented By: Philip Vassallo
This event was recorded on Tuesday, February 2nd, 2016.
Learn how to create and critique memorable, results-driven executive summaries.
Related Topics: Sales, Human Resources
Officer Calling: Prospecting, Preparing & Presentation
Presented By: Jeffery Johnson
This event was recorded on Wednesday, November 18th, 2015.
Learn practical ideas for enhancing your calling process by focusing on every aspect from preparing for the call to handling objections, to closing the sale and retaining your customer.
Related Topics: Sales
Branch Transformation Series - Part 3
Presented By:
David Peterson
This event was recorded on Monday, November 16th, 2015.
Learn how to integrate your transformed branch with your virtual branch.
Related Topics: Sales
How to Sell in Any Banking Market
Presented By: Jack Kasel
This event was recorded on Monday, November 16th, 2015.
Gain a strong, healthy perspective and provide a process for selling - regardless of the market.
Related Topics: Sales
Branch Transformation Series - Part 2
Presented By: David Peterson
This event was recorded on Monday, November 9th, 2015.
Learn how to transform your branches into strategic engagement centers.
Related Topics: Sales
Branch Transformation Series - Part 1
Presented By: David Peterson
This event was recorded on Monday, November 2nd, 2015.
Learn how to rejuvenate your branch traffic.
Related Topics: Sales
Branch Transformation Series - 3 Part Webinar
Presented By: David Peterson
This event was recorded on Monday, November 2nd, 2015.
Learn how to rejuvenate your branch traffic.
Related Topics: Sales
Ten Simple Rules for Tellers to Save You Thousands
Presented By: Deborah Crawford
This event was recorded on Tuesday, October 20th, 2015.
Learn 10 simple rules for tellers that can save you thousands of dollars!
Related Topics: Sales, Risk Management/Legal, Management/Employee Development
7 Habits of Highly Effective Banking Sales Teams
Presented By: Jack Kasel
This event was recorded on Monday, October 19th, 2015.
This powerful webinar will teach specific and proven best practices that your team can implement immediately.
Related Topics: Sales
Opening Minor Accounts: Legal Ownership, Debit Cards and Access
Presented By: Deborah Crawford
This event was recorded on Wednesday, October 14th, 2015.
Learn how to answer your adult accountholders' questions on how to set up accounts for grandchildren, for college, and other reasons to set up minor accounts.
Related Topics: Sales, Risk Management/Legal
UCC: What You Need to Know About the Amendments
Presented By: Jeffery Johnson
This event was recorded on Tuesday, October 6th, 2015.
Gain understanding of how to document, close and record secured transactions covered by Revised Article 9 of the UCC.
Related Topics: Sales, Risk Management/Legal, Lending
Do's and Don'ts for Working with Caregivers and Fiduciaries
Presented By: Deborah Crawford
This event was recorded on Friday, October 2nd, 2015.
We'll review the general "Do's and Don'ts" for working with powers of attorney, guardianships, trustees, and designated payees for government benefits.
Related Topics: Compliance, Sales
Common Mistakes with LLCs
Presented By: Deborah Crawford
This event was recorded on Tuesday, September 29th, 2015.
Learn how to open, document, change signers, and handle the paperwork on these interesting accounts.
Related Topics: Sales, Lending
For Salespeople: Avoid the Big Mistakes and Get Commitment
Presented By: Jack Kasel
This event was recorded on Monday, September 14th, 2015.
This webinar will help you fix this problem once and for all.
Related Topics: Sales, Management/Employee Development
Using Business Tax Returns to Analyze Lending Requests
Presented By: Vin DiCara
This event was recorded on Wednesday, July 8th, 2015.
This webinar will educate course attendees in the ways in which business tax returns are both similar to and differ from conventional financial statements.
Related Topics: Sales, Risk Management/Legal, Lending
Call Center Representative Training
Presented By: J.T. Turner
This event was recorded on Tuesday, July 7th, 2015.
This webinar is designed to focus on the customer service aspects of Call Centers.
Related Topics: Sales
Customer Complaints & the CFPB
Presented By:
Greg Souther
This event was recorded on Wednesday, September 10th, 2014.
This webinar will help you create a process to improve customer service and to reduce future risk.
Related Topics: Sales
Customer Service Under the CFPB
Presented By: Greg Souther
This event was recorded on Wednesday, May 14th, 2014.
We will explore what is good customer service in the age of the CFPB.
Related Topics: Sales
UDAAP: What Your Frontline Needs to Know & Do
Presented By:
Crawford Shelton
This event was recorded on Wednesday, January 22nd, 2014.
This webinar speaks the language of the frontline and teaches them the what, when, how and why tied to being in compliance with this area of focus tied to UDAAP legislation.
Related Topics: Sales, Lending, Management/Employee Development
Reporting Your Credit Data, E-OSCAR, METRO2 & FACTA & CFPB Compliance
Presented By: Greg Souther
This event was recorded on Wednesday, October 9th, 2013.
We will review Federal requirements of the NEW E-OSCAR, and using METRO-2 format when reporting.
Related Topics: Sales, Lending, Risk Management/Legal
Frontline Fundamentals
Presented By: Honey Shelton
This event was recorded on Tuesday, May 20th, 2008.
Related Topics: Sales, Risk Management/Legal, Sales, Compliance