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.
Upon completion of this course, participants will have a greater understanding of how to complete the account setup process from beginning to end. Additionally, participants will learn how to navigate the account setup fields and create documents to print.
At the end of this course participants will know how to service a customer’s daily transactions, including creating a customer, opening all deposit accounts types, account level maintenance, transfers, inquiry, title changes and overall BancPac workflow and navigation.
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.
You will learn how to set up and maintain the teller system settings, hot keys, screens, and other time saving features.
This course is designed to teach users how to perform the daily teller tasks, from processing simple transactions to performing supervisor and head teller functions.
The GROW Program is a blended learning workshop designed to help bankers develop their communication skills and build deeper relationships with their customers. Over the course of a month, participants will take self-paced sessions, attend a live workshop and complete detailed action plans to be reviewed during a virtual round table.
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