This 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.
This role-based session will help you navigate the fields for customer inquiry and maintenance, including the customer information banner, relationship summary and modern navigation.
Knowing how and why accounts are titled the way they are is not just important during account opening, but it is also important for future searches and maintenance. This course walks you through everything you need to know related account titling.
This class will help you navigate to open new accounts and create the necessary documentation. You will learn how to open accounts for new and existing customers.
This two-day comprehensive course reviews basic daily customer service needs at the bank. Participants learn how to locate and add customers and open and maintain deposit accounts, including IRA maintenance and beneficiary IRAs. Using iDO, participants learn how to navigate through the workflow, create and print documents and activate accounts. Instructors also review how to open and maintain safe deposit boxes and review billing procedures and billing maintenance.
Use this brief video to gain an understanding of how the HORIZON system interfaces with electronic signature pads. From the document screens, you see how an electronic signature is collected and applied to the required documents then archived to cold storage, saving paper and providing efficiency in the branch.
This course introduces skills through hands-on training the process of opening and maintaining deposit accounts and documents. The agenda reviews personal deposit accounts, business accounts, CD's, IRA's, Deposit Boxes, and Debit Cards.
This course is an introduction to teller processing in HORIZON. You will learn how to navigate the teller menus and to perform basic daily functions and transactions.
This comprehensive class will help you make sure your tellers at every level know how to process common transactions and perform end-of-day procedures.
This comprehensive class will help you make sure your tellers at every level know how to process common transactions and perform end-of-day procedures. This course is designed for banks using branch capture.
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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