The Banking 101 program teaches the basics of banking through a series of impactful courses that empower learners with the knowledge they need to begin their banking careers. The yearly subscription includes unlimited access to all 21 courses in the Banking 101 library for your entire bank.
At the end of this course, participants will understand how to use BancPac to open new accounts, perform common maintenance and service customers.
Creating new accounts for customers is essential for a bank’s success. This course illustrates how to start a new session, select a product and verify a customer. Additionally, participants will learn how to navigate the account setup fields and create documents to print. Upon completion of this course, participants will have a greater understanding of how to complete the account setup process from beginning to end.
This course outlines the best practices for establishing Beneficial Ownership relationships in BancPac.
From IRA account management, maintenance, beneficiaries, contribution and distributions, this class has all you need to service IRAs.
This session reviews the process for opening and maintaining debit and ATM cards in the BancPac system.
This course provides participants with the information necessary to perform daily operational task. Participants will learn how to use the BancPac Non-Post Account Reconciliation system to reconcile all non-post transactions as well as the NSF Pay/Return application to monitor and maintain insufficient funds. Along with learning how to successfully use these two applications, participants also learn how to review and update rates, perform chargebacks, and post manual transaction entries.
BancPac’s Account Analysis system allows customers to establish special pricing for high-traffic accounts, primarily business accounts. Banks can use fee tables that are used to calculate monthly fees based on activity posted to the account. At the end of this course, participants will understand how to set up services in account analysis, use incremental pricing and set up custom service charge options.
The Account Reconciliation feature reduces operational overhead by automating the reconcilement of internal accounts using issued items, paid items and posted items tracking. With account reconciliation, system reports, research capabilities and item history create an easy way to balance and review of out-of-balance scenarios. At the end of this course, participants will be able to set up internal accounts and complete all balancing activities.
This course explores report models, field attributes and properties and the best practices for building custom reports using the BancPac 360 Report Builder.
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