Credit Union Employee Boot Camp - Delaware - March 20, 2019

Credit Union Employee Boot Camp is a one-day Certificate Program designed to provide "basic training" on day-to-day matters regularly seen in the credit union. Our program presents an overview of key areas that enables attendees to better assist members with their transactions and questions. Although specifically created for new tellers, member service representatives and back office clerks, many long term credit union employees - including managers - have benefited from the topics discussed and enjoyed the relaxed atmosphere and familial interaction with employees from other credit unions. 

Topics Include:

- Credit Union History and Terms
- Professional Standards, Communication with Members
- Security, Cash Handling, Robbery, Identity Theft, Confidentiality
- Negotiable Instruments  
- Account Titles, Personal Accounts, Trust Accounts, Business Accounts
- Compliance Overview, Truth-in-Savings, Regs B, CC, E, 
- Bank Secrecy Act/USA PATRIOT Act
- Cross-Selling, Basic Sales Vocabulary

Date: March 20, 2019

Time: Registration and Continental Breakfast: 8:45 a.m.
          Program: 9:00 a.m. - 4:00 p.m.
          Lunch: 12:00 p.m.-1:00 p.m.          
         

Speaker:  Bill Nagle, SVP, Professional Development, CCUA - SPEAKER BIO

Location:  Cooperative Credit Union Association, Inc.
                Bellevue Building Suite 101
                262 Chapman Road
                Newark, DE 19702

Fee: $159.00

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March 20, 2019 9:00 am - 4:00 pm

VENUE INFO

CCUA
Bellevue Building Suite 101
262 Chapman Road
Newark, DE   19702

Credit Union Employee Boot Camp is a one-day Certificate Program designed to provide "basic training" on day-to-day matters regularly seen in the credit union. Our program presents an overview of key areas that enables attendees to better assist members with their transactions and questions. Although specifically created for new tellers, member service representatives and back office clerks, many long term credit union employees - including managers - have benefited from the topics discussed and enjoyed the relaxed atmosphere and familial interaction with employees from other credit unions. 

Topics Include:

- Credit Union History and Terms
- Professional Standards, Communication with Members
- Security, Cash Handling, Robbery, Identity Theft, Confidentiality
- Negotiable Instruments  
- Account Titles, Personal Accounts, Trust Accounts, Business Accounts
- Compliance Overview, Truth-in-Savings, Regs B, CC, E, 
- Bank Secrecy Act/USA PATRIOT Act
- Cross-Selling, Basic Sales Vocabulary

Date: March 20, 2019

Time: Registration and Continental Breakfast: 8:45 a.m.
          Program: 9:00 a.m. - 4:00 p.m.
          Lunch: 12:00 p.m.-1:00 p.m.          
         

Speaker:  Bill Nagle, SVP, Professional Development, CCUA - SPEAKER BIO

Location:  Cooperative Credit Union Association, Inc.
                Bellevue Building Suite 101
                262 Chapman Road
                Newark, DE 19702

Fee: $159.00