Credit Union Employee Boot Camp - June 5, 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

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

Fee: $159.00

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June 5, 2019 9:00 am - 4:00 pm

VENUE INFO

Cooperative Credit Union Association, Inc.
845 Donald Lynch Boulevard
Marlborough, MA 01752

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

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

Fee: $159.00