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Credit Union Employee Boot Camp – November 17, 2022

Date:

Credit Union Employee Boot Camp is a one-day Certificate Program designed to provide “basic training” on day-to-day matters regularly seen in the credit union. Our program presents an overview of key areas that enables attendees to better assist members with their transactions and questions. Although specifically created for new tellers, member service representatives and back office clerks, many long term credit union employees – including managers – have benefited from the topics discussed and enjoyed the relaxed atmosphere and familial interaction with employees from other credit unions.

Topics Include:

  • Credit Union History and Terms
  • Professional Standards, Communication with Members
  • Security, Cash Handling, Robbery, Identity Theft, Confidentiality
  • Negotiable Instruments
  • Account Titles, Personal Accounts, Trust Accounts, Business Accounts
  • Compliance Overview, Truth-in-Savings, Regs B, CC, E,
  • Bank Secrecy Act/USA PATRIOT Act
  • Cross-Selling, Basic Sales Vocabulary

Speaker: Bill Nagle, SVP, Professional Development, CCUA

Fee: $179.

This content is for CU BUSINESS eMagazine , Special Deal: 2 websites , and NEW! The Leadership Team Builder Group Subscription members only.
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