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Training For Bankers: Lender, Teller, Mortgage, Securities, and Insurance Training

The Bank Training Center provides training on everything from Lender and Teller training to specifics such as Call Reports, UDAAP, BSA, Fraud Prevention and more! We can even help you earn your Securities license or your Insurance license!

To fulfill your needs, select from either the "This Week's Featured course" or the search box below, or click the appropriate menu bar item above. Enjoy your training!
This Week's Featured Banking Training Courses
How To Build, Implement, And Manage A Compliant Vendor Management Program
Webcast/Audio Conference - 4/7/2015

With increased regulatory scrutiny due to high profile breaches, financial institutions must have a solid understanding of what a compliant Vendor Management Program should look like and ...
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HMDA: What to Know Now & What's Next?
Webcast/Audio Conference - 5/13/2015

The objectives for this webinar will cover the basic requirements for accurate HMDA data collection.
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Call Report: Lending Schedules for Banks
Webcast/Audio Conference - 4/9/2015

This webinar will help you learn the classification priority for reporting loan information correctly.
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BSA Series: Part I-Growing Your CDD Questionnaire for Onboarding Consumer Accounts
Webcast/Audio Conference - 4/10/2015

This program will focus on a fluid questionnaire that branches out as we get answers to certain questions.
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Relationship Account Marketing Ideas
Webcast/Audio Conference - 4/1/2015

During this training session, participants will learn how to win new business and increase existing business without sacrificing their professionalism or feeling pressured to make conquest ...
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Instructor-Led NMLS 20 Hour Pre-License Course
Webcast/Audio Conference

These NMLS-approved pre-licensing courses will fulfill your required education. These courses allow you to complete your education online at your own pace. NMLS-approval ID: 4129.
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Opening New Accounts I - Legal Ownership of Consumer Accounts
Webcast/Audio Conference - 4/22/2015

In this session, we cover the definition of the ownership boxes for consumer and trust accounts including: titles, ownership, TIN and authorized signers for that ownership and death payouts.
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Opening New Accounts III - Trust, Fiduciary and Minor Accounts
Webcast/Audio Conference - 5/6/2015

We will discuss the responsibilities of collecting the correct documentation, titling the account correctly, choosing the correct ownership and allowing proper access to the account.
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Opening New Accounts: Business Accounts
Webcast/Audio Conference - 4/29/2015

In this two hour Webinar, we will investigate the types of business entities available in most states and who that "authority" person is to open the account and sign the resolutions.
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Understanding Signature Cards and Account Agreements: Account Titling, Ownership & Access
Webcast/Audio Conference - 4/28/2015

In this informative program you will learn that your signature cards are a legacy that you leave the financial institution for many years to come. How an account is set up can impact your ...
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Certified Regulatory Vendor Program Manager
Online Training

The Certified Regulatory Vendor Program Manager (CRVPM) course provides you with the regulatory knowledge, methodology, and best practices required to build and manage a compliant 3rd party ...
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Loyalty Marketing – Ensure Your Bank’s Customers Are Cradle To Grave
Webcast/Audio Conference - 4/8/2015

This webinar will help you create a roadmap to the de-commoditization of your bank's products and services and enable you to win and keep customers throughout their lives and ...
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High Performance Cross Selling – Maximize Customer Relationships, Increase Profit
Webcast/Audio Conference - 4/15/2015

This webinar will help attendees learn how to develop a process of relationship management which will ensure the customers' needs are always identified and met.
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Safe Deposit Boxes - The Pitfalls of Vault Security, Disasters and Self-Service Boxes
Webcast/Audio Conference - 4/14/2015

Safe Deposit Box Liability Presentation - 2015 Update
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Writing an Effective Credit Memorandum
Webcast/Audio Conference - 4/14/2015

The purpose of this course is to teach skills required to write an effective credit memorandum.
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Analyzing Tax Returns For Mortgage Decisions
Webcast/Audio Conference - 4/22/2015

This webinar is designed to give mortgage lenders a better grasp of tax returns and their importance in making quality loan decisions.
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Featured Product

What To Do
When A Customer Dies


Ironically when a financial institution finds out that a deposit or loan customer has died, confusion and dread seem to be the normal reaction.

This two-hour webinar will walk you through the complicated process of dealing with a customer's death, both on the deposit and loan side; as well as the unique issues of dong business with the decedent's estate.

Topics of Discussion:
  • What documents are required upon the death of an individual?
  • What actions should the financial institution take on deposit accounts owned by the decedent?
  • How does the financial institution deal with the decedent's estate?
  • What does the financial institution do if there is not an estate?
  • What happens if the decedent had a safe deposit box?
  • How should the financial institution handle "death" as a default on a loan?
  • What does every lender need to know about doing business with the borrower's estate?
  • What steps can a financial institution take to protect its collateral after the borrower has died?
  • How does the financial institution handle issues of guarantors, setoff and insurance once the borrower has died?
  • How does the death of a key person affect the borrowings of Corporations, Partnerships, Limited Liability Companies, Trusts and other legal entities?
... More Details / Purchase

Featured Product

RC-C Loan Codes
For The Call Report


Loan information on the Call Report provides critical credit information for regulators, especially in today's environment. The rules for coding loans reported on schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, and past dues and non-accruals. 

This training course will help you learn the classification priority for reporting loan information correctly.  Learn when to code the loan based on borrower, when to code based on collateral, and when to code based on purpose.

Covered Topics:
  • How and when to code loans based on borrower, purpose, or collateral
  • What qualifies as real estate collateral
  • When to report a non-farm, non-residential secured loan as owner occupied
... More Details / Purchase

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Featured Books

ABC's of FHA Lending - 2014 Edition
Everything you need to know about FHA! This course teaches you how to originate, process and close FHA loans.

It goes through the forms, calculations, loan amounts, origination tactics, processes, and restrictions to originating a successful FHA loan - and teaches you how to save time weeding out the un-doable deals! Includes case studies, forms, worksheets, checklists, and specific examples to illustrate each calculation.

Other Books:
See More Books

Our Best-Sellers
DesignationsConferences & EventsSecurities LicensingSales Training

How To Build, Implement, And Manage A Compliant Vendor Management Program
How To Build, Implement, And Manage A Compliant Vendor Management Program

HMDA: What to Know Now & What's Next?
HMDA: What to Know Now & What's Next?

Call Report: Lending Schedules for Banks
Call Report: Lending Schedules for Banks

BSA Series: Part I-Growing Your CDD Questionnaire for Onboarding Consumer Accounts
BSA Series: Part I-Growing Your CDD Questionnaire for Onboarding Consumer Accounts

Relationship Account Marketing Ideas
Relationship Account Marketing Ideas

Instructor-Led NMLS 20 Hour Pre-License Course
Instructor-Led NMLS 20 Hour Pre-License Course

Opening New Accounts I - Legal Ownership of Consumer Accounts
Opening New Accounts I - Legal Ownership of Consumer Accounts

Opening New Accounts III - Trust, Fiduciary and Minor Accounts
Opening New Accounts III - Trust, Fiduciary and Minor Accounts

Opening New Accounts: Business Accounts
Opening New Accounts: Business Accounts

Understanding Signature Cards and Account Agreements: Account Titling, Ownership & Access
Understanding Signature Cards and Account Agreements: Account Titling, Ownership & Access

Certified Regulatory Vendor Program Manager
Certified Regulatory Vendor Program Manager

Loyalty Marketing – Ensure Your Bank’s Customers Are Cradle To Grave
Loyalty Marketing – Ensure Your Bank’s Customers Are Cradle To Grave

High Performance Cross Selling – Maximize Customer Relationships, Increase Profit
High Performance Cross Selling – Maximize Customer Relationships, Increase Profit

Safe Deposit Boxes - The Pitfalls of Vault Security, Disasters and Self-Service Boxes
Safe Deposit Boxes - The Pitfalls of Vault Security, Disasters and Self-Service Boxes

Writing an Effective Credit Memorandum
Writing an Effective Credit Memorandum

Analyzing Tax Returns For Mortgage Decisions
Analyzing Tax Returns For Mortgage Decisions

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