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 course will help you understand and navigate the fields for customer inquiry and maintenance. This role-based interface contains robust capabilities including the customer information banner, relationship summary and modern navigation.
Account Titling is important to both the customer and the bank. It determines who is associated with the account and what relationship role they play. Some relationships are direct ownership, meaning they can sign documents and are responsible for the account. Other relationships are indirect, meaning the person has a non-owner, non-responsible relationship. Just because someone’s name is associated with an account doesn’t mean they have full access to the account or account information. 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 inquiries and maintenance. This course walks you through everything you need to know related to account titling in HORIZON XE.
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 class 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.
This session is designed for you to gain an understanding of how the HORIZON system interfaces with electronic signature pads.
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 session 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 Transaction set is designed to reinforce the standard teller functions that have been introduced in the Self-Paced lessons. Complete each transaction to the best of your ability.
This class will ensure tellers at every level know how to process their daily tasks. You will learn to process customer transactions, conduct buy/sells, input CTR information, place holds, perform customer inquiries, and balance your teller drawers. A Teller Capture version of this course is also available.
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.
This course is designed for all bank employees that work with CTRs. It explains the CTR controls and settings, and how they affect the CTR creation process.
This course will provide an overview of various useful tips and tricks to keep in mind when creating HORIZON reports to help find a data item.
This course will provide a thorough understanding of Master Detail and Group Span.
This course will help a user understand the concept of H360 and provide an overview of Conditional Styles.
This course will take you through the concept of Unions in detail.
This course will take you through the concept of Joins in detail.
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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