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.
This course provides participants with the information necessary to perform daily customer service maintenance needs. Along with learning how to research and maintain customer records and deposit accounts through iDO and the core, participants also learn how to reprint documents and adjust demand deposit and IRA applications. Online transaction entry, automatic transfers, NSF/OD decisions and dynamic transfers are also discussed in this two-day comprehensive course.
This course covers general back office functions including, charge backs, escheatment, OFAC, RMD, Regulation D processing and the Central Lookup file.
This course covers RIP (return item processing) for NSF and OD decisions, UIR (unposted item repair) and PEP (posted exception processing).
This session reviews using the account reconciliation application to reconcile internal accounts such as CD Interest Checks and Official Checks.
This session reviews the steps necessary to establish Repurchase Account types, creating and maintaining collateral, Repurchase Agreement new account set-up, and creating and maintaining the Dynamic Transfer. This session will also include general inquiry and maintenance instructions relative to the Repurchase and the Master Account.
This introduction to IRA class is a great place to start or a valuable refresher of the functions that can help you service IRAs. This class covers IRA account management, maintenance, beneficiaries, contributions and distributions.
This course introduces the account analysis service activities and pricing tables. You will gain an understanding of how to use these features to maximize commercial account service charge revenue.
If you are interested in learning about HORIZON iCM Card Management Application, this class covers all the basics. You will learn how to locate and add cards. You will learn how to add or close a related account to a card, increase or decrease card limits, add temporary limits, view history and more. During this session, you will also learn how to add cards via iDO or directly from Card Management.
This course shows you how to add and maintain Customer and Contact notes so there is a consistent communication flow within your bank and to customers. Learn to use these notes to maintain regulatory standards, as well as have legal record of customer communications.
The Positive Pay training class covers how to maintain check payment control and reduce or eliminate check fraud. You will learn how Positive Pay and Account Reconciliation interface with the online banking feature.
This session covers the ACH Balancing Process, including a review of the recommended reports and troubleshooting differences.
This class offers a detailed review of our advanced ACH functionality, from loading incoming ACH files, to managing returns and exceptions, this course has it all. You will also understand how to enter batches, create recurring batches, view and maintain ACH transactions, as well as balance the ACH GL accounts.
HORIZON's Conditional Processing* module offers you a robust and flexible engine to reward customers who utilize more cost-effective services and transactions, such as eStatements and Point of Sale. Based on your criteria, you can offer your customers a higher interest rate or lower/waived Service Charges.
*Note: Conditional Processing is a licensed feature in HORIZON and must be purchased before training is provided.
Learn the basics of navigating the Cognos 11 version of HORIZON 360 BI. Explore the home screen, create a basic report, and experience the innovation of building a dashboard. Test your knowledge with the Mission Possible quiz.
With a growing need to understand customer behaviors and an increase in auditing requirements, custom reports are in demand now more than ever. This course is designed for new HORIZON 360 BI (H360BI)/Cognos 11 users who need to understand the basic functionality of the tool to create these custom reports. Hands on learning is employed to demonstrate the powerful business reporting capabilities of H360 BI. The tool is robust and versatile, allowing everyday users to create simple reports and those with a reporting/technical background the flexibility to build complex reports.
The H360BI Cognos 11 Analytics advanced course is intended for advanced users who are licensed for Cognos Analytics. The course goes over the interface designed for business users to develop advanced, professionally authored reports. The session will provide an understanding of more complex techniques such as custom grouping, drill through, joins, unions, multiple page reports, advanced prompts and repeater tables. This course is designed to be trained over 2 days of instructor led class.
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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