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4Banking Today |
| Retail Banking Fundamentals |
4Consumer Credit Products
4Fundamentals of Consumer Lending
4Fundamentals of Mortgage Lending
4Introduction to Financial Planning Products
4Personal Tax Return Analysis |
4Referring Insurance & Annuities Customers
4Referring Mutual Funds & Securities Customers
4Referring Trust Customers
4Revitalizing Customer Service
4Understanding Financial Planning |
| Retail Banking Sales Skills |
4Cross-selling Deposit Products
4Effective Referrals
4Building and Retaining Customer Relationships |
4Introduction to Relationship Selling
4Sales Coaching in the Bank
4Successful Sales Campaigns |
| Small Business Banking Sales Skills |
4Calling on Small Business Customers
4Servicing and Growing Small Business Relationships |
| Small Business Banking Fundamentals |
4Intro. to Analyzing Financial Statements
4Fundamentals of Small Business Banking
4Overview of Financial Statements |
4Credit Products for Small Businesses
4Retirement Products for Small Businesses
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| Regulatory Compliance |
4Americans with Disabilities (ADA)
4Bank Bribery Act
4Bank Secrecy Act
4Bank Protection Act
4Community Reinvestment Act
4EFTA (Reg E)
4Expedited Funds Availability (Reg CC)
4Extending Credit to Bank Insiders (Reg O)
4Equal Credit Opportunity Act (Reg B)
4Fair Credit Reporting Act (FCRA)
4Fair Housing Act |
4Fair Lending
4FDIC Deposit Insurance
4Flood Disaster Protection Act
4Home Mortgage Disclosure Act (HMDA)
4OFAC
4Privacy for Customer Contact Personnel
4Real Estate Settlement Procedures Act (RESPA)
4Soldiers and Sailors Civil Relief Act
4Truth in Lending Act -- Regulation Z
4Truth-in-Savings Reg DD
4USA PATRIOT Act |
| Fundamental Business Skills |
4Business Etiquette
4Dealing Effectively with Co-workers
4Ethical Issues for Bankers |
4Managing Time at Work
4Writing Bank Correspondence
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| Management and Leadership |
4Coaching for Success
4Corrective Action
4Hiring the Best
4Improving Productivity |
4Managing Change
4Managing Employee Relations
4Performance Management
4Rewards and Recognition |
| Trust and Investments |
4Building Trust Expertise -- Trust Administration
4Building Trust Expertise -- Taxation & Estate Planning
4Building Trust Expertise -- Investment Management |
| Microsoft Office Courses |
4Word
4Excel
4Powerpoint |
4Outlook
4Windows
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