Opening New Accounts: 3 Part Series
Webinar: ID# 1042407
About The Presenter:
With almost two decades of banking experience ranging from opening new accounts and IRAs, lending, managing operational and lending teams, and serving in key executive management positions - Matt knows the benefit of strong frontline training and its role in managing operational, regulatory, and reputational risk. Effective 2024, Suzie Jones retired after five decades in the financial industry. Matt acquired Training Resources with the commitment to continuing the new account training programs and materials Suzie developed, recognized for its customization to state law and as one of the industry's most outstanding and comprehensive resources.
Matt is known for his expertise, approachability, sense of humor, and passion for providing knowledge to bankers so they can serve their banks' customers confidently while managing risk. He provides training through 16 State Bank Associations and nationally through OnCourse Learning, a web-based training platform. Matt enjoys family time with his wife and four daughters, cooking, and has completed three full Ironman triathlons, a testament to his dedication and patience; traits bankers can expect to experience when they interact with Matt.
About The Training Provider:
BankWebinars.com
Your Partner for Ensuring an Engaged, Compliant Workforce Financial institution regulations are constantly changing. That means preparing your team needs continual attention, including the frontlines, compliance team, executive leadership and board of directors. Wouldn’t life be easier if you had one place to go for all your compliance and professional education needs? You’ll find what you need from OnCourse Learning.
We bring you:
- 40+ Years of Experience
- 600+ Engaging Online Courses
- 450+ Live & OnDemand Webinars
Webinar Descriptions, BankWebinars.com:
Live Session:Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for 30 days following the event. This will allow a flexible alternative when last-minute conflicts intrude on scheduled events.
Live + OnDemand:Includes two of the options above. Live session and 365 days access to On-Demand weblink plus a link to handouts.
Live + OnDemand & CD:Includes all three options above. Live Session, 365 days of OnDemand, and CD-ROM plus handout links.
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