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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, ACH / Wire Transfer, BSA, Cyber Security, Safe Deposit Box, 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! | |
 | ACH Exception Processing
Webcast/Audio Conference - 8/28/2018
There is an exception to many rules, including ACH. Join us to review all of the exceptions, from returns to notifications of changes to DNE and more. | | Find Out More |
 | How To Avoid Wrongful Termination Claims
Webcast/Audio Conference - 8/22/2018
In this program, you wil learn the different types of wrongful termination claims available to an employee, identify the hot issue buttons for these claims, and lean how to avoid them. ... | | Find Out More |
 | Qualified Financial Advisor (QFA)
Online Training
Master the fundamentals of providing comprehensive financial planning advice to individuals and families.
The Qualified Financial Advisor (QFA) designation is highly-regarded for ... | | Find Out More |
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| Licensing
Earn your License quickly and easily!
 | Designations/Certifications
Improve your knowledge and industry standing!
| Professional Development
Products & Services to help manage and grow your career!
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Need training or resources in other areas? Try our other Training Center sites:
HR, Acct., Banking, Insurance, Fin. Svcs., Real Estate, Mortgage, HealthCare, Safety, Sales | |
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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 |
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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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| Bank TrainingLoan And Mortgage TrainingSecurities Licensing |
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Sixty (60) Critical Steps For Handling Delinquent and Abandoned Safe Deposit Boxes
W-9, W-8BEN and W-8BEN-E New Updated Forms and Info
Call Report for Banks - Recent Changes, Highlights, and Pitfalls
ACH Exception Processing
Dealing With Appraisals: Regulations And Requirements
Certified Regulatory Vendor Program Manager
What To Do When Applicants Or Employees Have A Criminal History
How To Avoid Wrongful Termination Claims
Payroll Records: What To Keep, What To Toss
Banker′s Responsbility Under FCRA
Cyber Security Training Courses
A Business Development Officer′s Guide To Selling Non-Traditional Financial Products
Qualified Financial Advisor (QFA)
Insurance License
Quality Control 101 - QC for Conventional Loans (On-Demand)
Internal Investigations Certificate Program
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