| Basic Banking Knowledge |
| Banking Today |
| Fundamental Business Skills |
| Business Etiquette |
Presentation Skills |
| Dealing Effectively with Co-workers |
Sexual Harassment in the Workplace |
| Ethical Issues for Bankers |
Telephone Etiquette |
| Managing Time at Work |
Writing Bank Correspondence |
| Meetings That Work |
|
| Management and Leadership |
| Coaching for Success |
Performance Management |
| Corrective Action |
Project Management
Fundamentals, Part One |
| Hiring the Best |
Project Management
Fundamentals, Part Two |
| Improving Productivity |
Rewards and Recognition |
| Managing Change |
Sexual Harassment in the Workplace
for Mgrs |
| Managing Employee Relations |
|
| Microsoft
Office Courses |
| Microsoft Access 2000: Level 1 |
Microsoft Outlook 2000: Advanced |
| Microsoft Access 2000: Level 2 |
Microsoft PowerPoint 2000: Introduction |
| Microsoft Access 2000: Level 3 |
Microsoft PowerPoint 2000: Advanced |
| Microsoft Excel 2000: Level 1 |
Microsoft Word 2000: Level 1 |
| Microsoft Excel 2000: Level 2 |
Microsoft Word 2000: Level 2 |
| Microsoft Excel 2000: Advanced |
Microsoft Word 2000: Advanced |
| Microsoft Outlook 2000: Introduction |
|
| Regulatory Compliance |
| Americans with Disabilities Act (ADA) |
Fair Housing Act |
| Bank Bribery Act |
Fair Lending |
| Bank Protection Act |
FDIC Deposit Insurance |
| Bank Secrecy Act |
Flood Disaster Protection Act |
| Bank Secrecy Act for Managers |
Home Mortgage Disclosure Act (HMDA) |
| Bank Secrecy Act for Private
Bankers |
Office of Foreign Assets Control (OFAC) |
| Check 21 Overview |
Privacy for Customer Contact Personnel |
| Community Reinvestment Act (CRA) |
Real Estate Settlement Procedures Act (RESPA) |
| Electronic Fund Transfer Act - Reg E |
Servicemembers Civil Relief Act |
| Equal Credit Opportunity Act - Reg B |
Truth in Lending Act - Reg Z |
| Expedited Funds Availability Act - Reg CC |
Truth in Savings Act - Reg DD |
| Extending Credit to Bank Insiders - Reg O |
USA PATRIOT Act |
| Fair Credit Reporting Act (FCRA) |
|
| Regulatory
Compliance for Call Center Representatives |
| Americans with Disabilities Act (ADA) for Call Center Representatives, Customer Service Representatives, Personal
Bankers, and Tellers |
| Bank Secrecy Act (BSA) for Call Center Representatives |
| Electronic Funds Transfer Act (Reg E) for Call Center Representatives and Personal Bankers |
| Expedited Funds Availability (Reg CC) for Call Center Representatives |
| Fair Credit Reporting Act (FCRA) for Call Center Representatives |
| Office of Foreign Asset Control (OFAC) for Call Center Representatives, Customer Service Representatives, Personal
Bankers, and Tellers |
| Privacy for Call Center Representatives |
| Regulatory Compliance for Call Center Representatives |
| Reserve Requirements (Reg D) for Call Center Representatives, Customer Service Representatives, and Tellers |
| Truth in Savings Act (Reg DD) for Call Center Representatives |
| USA PATRIOT Act for Call Center Representatives, Customer Service Representatives, Personal
Bankers, and Tellers |
| Regulatory
Compliance for Consumer Lenders |
| Anti-Money Laundering Regulations
for Consumer Lenders (BSA, USA PATRIOT, and OFAC) |
| Deposit-Related Regulations (Reg E, Reg D)
for Consumer Lenders |
| Extending Credit to Bank Insiders
(Reg O) for Consumer Lenders |
| Fair Credit Reporting Act (FCRA)
for Consumer Lenders |
| Fair Lending for Consumer Lenders |
| Flood Disaster Protection Act for
Consumer Lenders |
| Home Mortgage Disclosure Act (HMDA)
and Community Reinvestment Act for Consumer Lenders |
| Privacy for Consumer Lenders |
| Real Estate Settlement Procedures Act
(RESPA) for Consumer Lenders |
| Servicemembers Civil Relief Act
for Consumer Lenders |
| Truth in Lending (Reg Z) for
Consumer Lenders |
| Unfair or Deceptive Acts or Practices
(Reg AA) for Consumer Lenders |
| Regulatory
Compliance for Customer Service Representatives |
| Americans with Disabilities Act (ADA) for Call Center Representatives, Customer Service Representatives, Personal
Bankers, and Tellers |
| Bank Secrecy Act (BSA) for
Customer Service Representatives |
| Community Reinvestment Act (CRA)
for Customer Service Representatives, Personal Bankers, and
Tellers |
| Electronic Funds Transfer Act (Reg E)
for Customer Service Representatives |
| Expedited Funds Availability (Reg CC)
for Customer Service Representatives |
| Office of Foreign Asset Control (OFAC) for Call Center Representatives, Customer Service Representatives, Personal
Bankers, and Tellers |
| Privacy for Customer Service
Representatives |
| Regulatory Compliance for Customer
Service Representatives |
| Reserve Requirements (Reg D) for Call Center Representatives, Customer Service Representatives, and Tellers |
| Truth in Savings Act (Reg DD) for
Customer Service Representatives |
| USA PATRIOT Act for Call Center Representatives, Customer Service Representatives, Personal
Bankers, and Tellers |
| Regulatory
Compliance for Personal Bankers |
| Americans with Disabilities Act (ADA) for Call Center Representatives, Customer Service Representatives, Personal
Bankers, and Tellers |
| Bank Bribery Act for Personal
Bankers |
| Bank Secrecy Act (BSA) for
Personal Bankers |
| Community Reinvestment Act (CRA)
for Customer Service Representatives, Personal Bankers, and
Tellers |
| Electronic Funds Transfer Act (Reg E) for Call Center Representatives and Personal Bankers |
| Equal Credit Opportunity Act (ECOA)
for Personal Bankers |
| Expedited Funds Availability (Reg CC)
for Personal Bankers |
| Fair Credit Reporting Act (FCRA)
for Personal Bankers |
| Fair Lending for Personal Bankers |
| Home Mortgage Disclosure Act (HMDA)
for Personal Bankers |
| Office of Foreign Asset Control (OFAC) for Call Center Representatives, Customer Service Representatives, Personal
Bankers, and Tellers |
| Privacy for Personal Bankers |
| Real Estate Settlement Procedures Act
(RESPA) for Personal Bankers |
| Regulatory Compliance for Personal
Bankers |
| Truth in Lending (Reg Z) for
Personal Bankers |
| Truth in Savings Act (Reg DD) for
Personal Bankers |
| USA PATRIOT Act for Call Center Representatives, Customer Service Representatives, Personal
Bankers, and Tellers |
| Regulatory
Compliance for Tellers |
| Americans with Disabilities Act (ADA) for Call Center Representatives, Customer Service Representatives, Personal
Bankers, and Tellers |
| Bank Secrecy Act (BSA) for Tellers |
| Community Reinvestment Act (CRA)
for Customer Service Representatives, Personal Bankers, and
Tellers |
| Electronic Funds Transfer Act (Reg E)
for Tellers |
| Expedited Funds Availability (Reg CC)
for Tellers |
| Office of Foreign Asset Control (OFAC) for Call Center Representatives, Customer Service Representatives, Personal
Bankers, and Tellers |
| Privacy for Tellers |
| Regulatory Compliance for Bank
Tellers |
| Reserve Requirements (Reg D) for Call Center Representatives, Customer Service Representatives, and Tellers |
| USA PATRIOT Act for Call Center Representatives, Customer Service Representatives, Personal
Bankers, and Tellers |
| Retail Banking Fundamentals |
| Consumer Credit Products |
Referring Mutual Funds & Securities Customers |
| Fundamentals of Consumer Lending |
Referring Trust Customers |
| Fundamentals of Mortgage Lending |
Revitalizing Customer Service |
| Introduction to Financial Planning Products |
Understanding Bank Products |
| Personal Tax Return Analysis |
Understanding Financial Planning |
| Referring Insurance & Annuities Customers |
|
| Retail Banking Sales Skills |
| Building and Retaining Customer Relationships |
Profiling Mortgage Prospects |
| Cross-selling Deposit Products |
Sales Coaching in the Bank |
| Effective Referrals |
Successful Sales Campaigns |
| Event Based Selling |
Teleconsulting |
| Introduction to Relationship Selling |
|
| Small Business Banking Fundamentals |
| Credit Products for Small Businesses |
Intro. to Analyzing Financial Statements |
| Deposit Products for Small Businesses |
Overview of Financial Statements |
| Fundamentals of Small Business Banking |
Retirement Products for Small Businesses |
| Small Business Banking Sales Skills |
| Calling on Small Business Customers |
| Relationship Selling to Small Business
Customers |
| Servicing and Growing Small Business Relationships |
| Wealth
Management and Trust |
| Case
Studies/Assessments |
| ABA Case Study for Wealth Advisors: The Corporate Executive |
| Personal
Trust Curriculum Level 1 |
| Building Trust Expertise -- Trust Administration |
| Building Trust Expertise -- Taxation & Estate Planning |
| Building Trust Expertise -- Investment Management |
| Personal
Trust Curriculum Level 2 |
| Discretionary Distributions |
Fiduciary Law |
| Estate Planning for the Marital Deduction |
Investments I |
| Estate Planning Overview |
Managing Trust Accounts |
| Federal Estate and Gift Taxes |
Retirement Planning |
| Fiduciary Income Taxes |
|
| Personal
Trust Curriculum Level 3 |
| Estate Planning Case Study |
Financial Planning Skills |
| Estate Planning for Charitable Giving |
Generation Skipping Transfer Tax |
| Estate Planning for Lifetime Gifts |
Investments II |
| Estate Planning for the Business Owner |
Life Insurance and Annuities |