Sales and Service Courses

Online sales courses and customer service excellence programs are also available.Ā  Please see the current schedule of courses and webinars below:

Total Course Results: ( 128 )
Course Title Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
10 Common Myths on Regulation CC Webinar Any Any Any Webinar On-Demand Deborah Crawford $279.00
10 Ways Your Teller Can Prevent Check Fraud Webinar Any Any Any Webinar On-Demand Deborah Crawford $299.00
10 Ways Your Tellers Can Prevent Check Fraud Webinar Any Any Any Webinar On-Demand Deborah Crawford $279.00
20 Legal Ownerships of Accounts Webinar Any Any Any Webinar On-Demand Deborah Crawford $279.00
2023 IRA Beneficiary Designations and Payouts Webinar Any Any Any Webinar On-Demand Patrice Konarik $279.00
8 Keys to Teller Excellence Webinar Any Any Any Webinar On-Demand Janice Branch $299.00
A Manager's Guide to Superior Customer Service Any Any Any Self-Paced Online Self-Paced Online Faculty $79.00
ACH for Lenders and Cash Managers Webinar Any Any Any Webinar On-Demand Mary Kate Cole $279.00
Active Shooter Any Any Any Self-Paced Online Self-Paced Online Faculty $25.00
Advanced Grammar Any Any Any Self-Paced Online Self-Paced Online Faculty $99.00
All Together Now: The Mutigenerational Workforce Any Any Any Self-Paced Online Self-Paced Online Faculty $199.00
AML Workshop: An Understanding of AML and its Implications 05/01/2024 11:00am 05/01/2024 Online Live E-Classroom Training Justin Muscolino $699.00
An Overview of Marketing Any Any Any Self-Paced Online Self-Paced Online Faculty $79.00
Annual Compliance Training Bundle Any Any Any Self-Paced Online Self-Paced Online Faculty $50.00
Annual Staff Training for BSA and OFAC Any Any Any Webinar On-Demand Deborah Crawford $279.00
Avoiding Check Fraud Liability: From Prevention to Loss Allocation Webinar Any Any Any Webinar On-Demand Terri Thomas $299.00
Bank Ethics from the Ground Up Webinar Any Any Any Webinar On-Demand Molly Stull $279.00
Basics of ChatGPT Webinar Any Any Any Webinar On-Demand Justin Muscolino $299.00
Beneficial Ownership Update - Itā€™s Complicated Webinar Any Any Any Webinar On-Demand Deborah Crawford $299.00
Body Language for Women in Business Any Any Any Self-Paced Online Self-Paced Online Faculty $79.00
BSA and OFAC Staff Training Webinar Any Any Any Webinar On-Demand Deborah Crawford $299.00
Building Productive Teams Webinar Any Any Any Webinar On-Demand Karen Butcher $299.00
Business Accounts with New Beneficial Ownership Rules Webinar Any Any Any Webinar On-Demand Deborah Crawford $279.00
Call Center Success Any Any Any Self-Study Self-Study Faculty $545.00
Challenges for Agile Teams Any Any Any Self-Paced Online Self-Paced Online Faculty $149.00
Coaching Tellers to Excellence Webinar Any Any Any Webinar On-Demand Janice Branch $299.00
Commercial and Business Lending Basics for Support Personnel Webinar Any Any Any Webinar On-Demand Richard Hamm $299.00
Commercial Loan Defaults, Waivers, Workouts and Amendments Webinar Any Any Any Webinar On-Demand Robin Russell $299.00
Compliance for the Universal Banker Webinar Any Any Any Webinar On-Demand Dawn Kincaid $299.00
Contemporary Advertising Any Any Any Self-Study Self-Study Jeff Smith $795.00
Controlling the Risks of Power of Attorney Documents Webinar Any Any Any Webinar On-Demand Terri Thomas $299.00
Courageous Conversations Webinar Any Any Any Webinar On-Demand Karen Butcher $279.00
Courageous Conversations Webinar Any Any Any Webinar On-Demand Karen Butcher $299.00
Creating Exceptional Client Experiences Webinar Any Any Any Webinar On-Demand Janice Branch $299.00
Creating Exceptional Customer Experiences Webinar Any Any Any Webinar On-Demand Janice Branch $279.00
Customer Service Excellence Any Any Any Self-Study Self-Study Victoria Liveoak $725.00
Customer Service Excellence 06/10/2024 Any 08/26/2024 Online Online Marta Carey $725.00
Customer Service Excellence 08/12/2024 Any 10/28/2024 Online Online Marta Carey $725.00
Customer Service Excellence 09/30/2024 Any 12/16/2024 Online Online Marta Carey $725.00
Customer Service Excellence 11/11/2024 Any 01/27/2025 Online Online Marta Carey $725.00
Customer Service Innovation Any Any Any Self-Study Self-Study Faculty $725.00
Demystifying Trusts: A Guide to Establishing Deposit Account and Loans Webinar Any Any Any Webinar On-Demand Terri Thomas $279.00
Demystifying Trusts: Establishing Deposit Accounts and Loans Webinar 05/02/2024 11:00am 05/02/2024 Webinar Upcoming Faculty $299.00
Deposit and Operations Compliance - What are the Rules? Webinar Any Any Any Webinar On-Demand Carl Pry $279.00
Digital Banking Issues ā€“ What Are the Compliance Requirements? Webinar Any Any Any Webinar On-Demand Carl Pry $279.00
Diversity and Inclusion in the Workplace Any Any Any Self-Paced Online Self-Paced Online Faculty $39.00
e-Commerce Any Any Any Self-Study Self-Study Jeff Smith $795.00
Elder Financial Exploitation Webinar Any Any Any Webinar On-Demand Molly Stull $279.00
Elevate Your Presentation's Impact By Boosting Your Moxie! Webinar Any Any Any Webinar On-Demand Heather Legge $279.00
Encouraging the Next Generation of Woman Leaders Webinar Any Any Any Webinar On-Demand Marci Malzahn $279.00
Enhancing Your Emotional Intelligence with DISC Agile EQĀ® 05/08/2024 1:00pm 05/08/2024 Online Live E-Classroom Training Cynthia Rowan Ed.D. $349.00
Ethical Decision Making Any Any Any Self-Paced Online Self-Paced Online Faculty $39.00
Facilitating & Coaching Skills for Trainers and Other Leaders Webinar Any Any Any Webinar On-Demand Heather Legge $279.00
Fair Lending ā€“ Key Components & Current Agency Guidelines Webinar Any Any Any Webinar On-Demand Molly Stull $299.00
Fraudulent Cashierā€™s Checks - Best Practices for Avoiding Losses Webinar Any Any Any Webinar On-Demand Terri Thomas $299.00
Frontline Branch Series-Full Series 05/15/2024 9:00am 08/28/2024 Online Live E-Classroom Training Jennie Sobecki $800.00
Frontline Branch Series: Ambassadorship and Growth 08/28/2024 9:00am 08/28/2024 Online Live E-Classroom Training Jennie Sobecki $250.00
Frontline Branch Series: Culture Shifting in Financial Institutions 05/15/2024 9:00am 05/15/2024 Online Live E-Classroom Training Jennie Sobecki $250.00
Frontline Branch Series: Wowing the Client 06/26/2024 9:00am 06/26/2024 Online Live E-Classroom Training Jennie Sobecki $250.00
Frontline Branch Series: Your Advisory Role 07/24/2024 9:00am 07/24/2024 Online Live E-Classroom Training Jennie Sobecki $250.00
Frontline Excellence: CEO of the Customer Experience 05/15/2024 2:30pm 05/15/2024 Webinar Upcoming Vicki Kraai $299.00
Grant Writing Skills Suite Any Any Any Self-Paced Online Self-Paced Online Faculty $259.00
Handling Deceased Accounts Webinar Any Any Any Webinar On-Demand Deborah Crawford $279.00
Handling Legal Documents - POAs, Trusts, Estates, and Guardianships Webinar Any Any Any Webinar On-Demand Deborah Crawford $299.00
How Can I Help You? Customer Service Best Practices Any Any Any Self-Paced Online Self-Paced Online Faculty $49.00
How to Build a Robust Security Training Program Webinar Any Any Any Webinar On-Demand John Trest $0.00
How to Create an Engaged Workforce Webinar Any Any Any Webinar On-Demand Karen Butcher $279.00
HR in Times of Crisis Any Any Any Self-Paced Online Self-Paced Online Faculty $79.00
Innovation in Teams and Organizations Any Any Any Self-Paced Online Self-Paced Online Faculty $79.00
Introduction to Agile Any Any Any Self-Paced Online Self-Paced Online Faculty $249.00
Introduction to Business Any Any Any Self-Study Self-Study Faculty $795.00
Introduction to Critical Thinking Any Any Any Self-Paced Online Self-Paced Online Faculty $95.00
IRA Annual 4 Part Series: From A-Z Webinar Any Any Any Webinar On-Demand Patrice Konarik $1,049.00
IRA Annual Update 2024 - Keeping up with the Latest Changes Webinar Any Any Any Webinar On-Demand Patrice Konarik $299.00
IRA Death Distributions to Beneficiaries - Options and IRS Reporting Webinar Any Any Any Webinar On-Demand Patrice Konarik $299.00
IRA Reporting to the IRS - Getting it Right Webinar Any Any Any Webinar On-Demand Patrice Konarik $299.00
IRA Update (IRS Notice 2023-54): Required Minimum Distribution for Owners and Beneficiaries Webinar Any Any Any Webinar On-Demand Patrice Konarik $279.00
Leading an Exceptional Team - What It Takes Webinar Any Any Any Webinar On-Demand Vicki Kraai $279.00
Leading Your Banking Sales Team: 5 Keys to Success Webinar 05/06/2024 2:30pm 05/06/2024 Webinar Upcoming Alex Cole $299.00
Manage Your Sales Pipeline so it is Not a Pipe Dream Webinar Any Any Any Webinar On-Demand Dan Fischer $179.00
Managing a Successful Call Center Webinar Any Any Any Webinar On-Demand Janice Branch $299.00
Managing Change Any Any Any Self-Study Self-Study Faculty $725.00
Marketing Any Any Any Online FlexLearn Jeff Smith $795.00
Mastering Grammar Basics Any Any Any Self-Paced Online Self-Paced Online Faculty $149.00
Mortgage Servicing Compliance Requirements and Updatesā€“ 2 Part Series Webinar Any Any Any Webinar On-Demand Carl Pry $509.00
Motivate Your Bank Team from Good to Great Webinar Any Any Any Webinar On-Demand Dan Fischer $179.00
Nailing Your Job of Head Teller Webinar Any Any Any Webinar On-Demand Janice Branch $299.00
Negotiations: Making Business Deals Any Any Any Self-Paced Online Self-Paced Online Faculty $89.00
Opening Accounts for Non-Resident Aliens Webinar Any Any Any Webinar On-Demand Deborah Crawford $279.00
Opening Deposit Accounts Online Webinar Any Any Any Webinar On-Demand Deborah Crawford $279.00
Opening New Accounts: Documentation and Compliance - Personal and POA Accounts Webinar Any Any Any Webinar On-Demand Suzie Jones $279.00
PM SkillsĀ®: Critical Thinking and Decision Making Any Any Any Self-Paced Online Self-Paced Online Faculty $79.00
PowerPoint for Business Any Any Any Self-Paced Online Self-Paced Online Faculty $79.00
Principles of Scrum Any Any Any Self-Paced Online Self-Paced Online Faculty $299.00
Red Flags for Money Laundering Webinar Any Any Any Webinar On-Demand Deborah Crawford $279.00
Regulation CC for Tellers Webinar Any Any Any Webinar On-Demand Deborah Crawford $299.00
Regulation E Compliance- Five Best Practices for Handling Disputes Webinar Any Any Any Webinar On-Demand Susan Costonis $279.00
Remote Management: An OnDemand Webinar Series Any Any Any Webinar On-Demand Heather Legge $795.00
Risks and Rewards of Artificial Intelligence in Banking Webinar Any Any Any Webinar On-Demand Carl Pry $279.00
Sales Excellence Any Any Any Self-Study Self-Study Faculty $725.00
Sales Training for Financial Professionals Any Any Any Self-Paced Online Self-Paced Online Paul Nunn $449.00
Secrets of Being a Great Call Center Agent Webinar Any Any Any Webinar On-Demand Janice Branch $299.00
Secrets of Being a Successful Call Center Agent Webinar Any Any Any Webinar On-Demand Janice Branch $279.00
Selling Fundamentals Any Any Any Online FlexLearn Mike Phillips $795.00
Selling in a Rising Rate Environment Webinar Any Any Any Webinar On-Demand Dan Fischer $179.00
Signature Card Danger Zones Webinar Any Any Any Webinar On-Demand Deborah Crawford $279.00
Speak with Confidence Any Any Any Self-Paced Online Self-Paced Online Faculty $20.00
Spotting Opportunities and Making Referrals Webinar 05/16/2024 2:30pm 05/16/2024 Webinar Upcoming Janice Branch $299.00
Striking a Balance Between Organizational Growth and Operational Webinar Any Any Any Webinar On-Demand Kristi Krayneski $299.00
The Art of Negotiating Any Any Any Training On-Demand On-Demand Harry Cooper $349.00
The Effective Selling System for Banking - A 4 Part Series Webinar Any Any Any Webinar On-Demand Dan Fischer $695.00
The Excellent Call Center Representative Any Any Any Self-Study Self-Study Faculty $545.00
The Gift of Feedback Webinar Any Any Any Webinar On-Demand Karen Butcher $299.00
The Psychology of Sales: 7 Easy Steps to a Repeatable Sales Process 05/14/2024 11:00am 05/28/2024 Online Live E-Classroom Training Connie Whitman, MBA $1,997.00
The Psychology of Sales: 7 Easy Steps to a Repeatable Sales Process 06/11/2024 2:00pm 06/25/2024 Online Live E-Classroom Training Connie Whitman, MBA $1,997.00
The Triple Play of Supervisor Communication: O3s-Feedback-Coaching Webinar Any Any Any Webinar On-Demand Karen Butcher $279.00
The Uniform Commercial Code (UCC) for Lenders Webinar Any Any Any Webinar On-Demand Robin Russell $299.00
Time Management Any Any Any Self-Paced Online Self-Paced Online Faculty $79.00
Training Your Staff on Products and Services Webinar Any Any Any Webinar On-Demand Bobbi McVey-Blath $279.00
Understanding and Managing Budgets Any Any Any Self-Paced Online Self-Paced Online Faculty $79.00
Understanding and Using the Medallion Signature Guarantee Accurately Webinar 04/29/2024 2:30pm 04/29/2024 Webinar Upcoming Dawn Kincaid $299.00
Understanding the Role of the Notary Public Webinar Any Any Any Webinar On-Demand Terri Thomas $279.00
Unpacking the ACH Audit Webinar Any Any Any Webinar On-Demand Mary Kate Cole $279.00
Update on Banking Marijuana - It's All About the Money Webinar Any Any Any Webinar On-Demand Deborah Crawford $279.00
Why Your Institutions Need a Strong Complaints Management Program Webinar Any Any Any Webinar On-Demand Kimberly Boatwright $279.00
Writing Better Emails Any Any Any Self-Paced Online Self-Paced Online Faculty $39.00
Writing New Account Procedures Webinar Any Any Any Webinar On-Demand Deborah Crawford $299.00
[Free Webinar] 5 Common Mistakes in Onboarding for Financial Institutions Webinar Any Any Any Webinar On-Demand Bobbi McVey-Blath $0.00
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