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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
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To fulfill your needs, select from either the
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 | Vendor Management Essentials
Online Training
Vendor Management Essentials borrows from our highly acclaimed Certified Regulatory Vendor Program Manager (CRVPM) designation course and takes a detailed dive into the essential areas that ... | | 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 |
 | Loan Officer Boot Camp
Online Training
The "Loan Officer Boot Camp" training program includes 8 audio mp3s, Workbook, and self-testing quizzes that are jam packed with the tools a great loan officer needs. | | Find Out More |
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| Licensing
Earn your License quickly and easily!
 | Designations/Certifications
Improve your knowledge and industry standing!
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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.Â
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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Best-Ever Compliance Checklists For Consumer Loans
Dealing With Subpoenas, Summonses, Garnishments, Tax Levies, etc.
Certified Regulatory Vendor Program Manager
Increasing Fee Income without Raising Fees
Call Report for Banks - Recent Changes, Highlights, and Pitfalls
Dodd-Frank Roll Back - "New Rules Defined"
Vendor Management Essentials
Cyber Security Training Courses
How To Conduct Employee Relations Investigations
Understanding Bankruptcy Exemptions
A Business Development Officer′s Guide To Selling Non-Traditional Financial Products
Insurance License
Securities License
Qualified Financial Advisor (QFA)
Loan Officer Boot Camp
Tax Return Analysis Workshop For Mortgage Professionals
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