CBAI Bank Operations Bootcamp

CBAI Bank Operations Bootcamp
CBAI Bank Operations Bootcamp

This one-day workshop is designed for front-line/customer contact staff to offer the training they need to keep themselves and the bank out of trouble. We cover a wide variety of topics, as seen in the detailed agenda below. The manual covers each area in detail, and “cheat sheets” are offered where appropriate, to assist attendees in sharing this training with others in the bank. Note that other subjects may be suggested, either prior to or at the seminar. While much of the training will be in compliance-related areas that impact frontline staff, state requirements and issues will be included, and other subjects that are necessary to the operation of the bank.

The On-Demand Recorded Session will be emailed around 7-10 days after the live program takes place. Your entire bank can utilize this session for training as it includes the video from the day of the program, plus the exact same handout materials as the live session. While all are welcome, this training is designed for frontline and customer contact staff. This might include branch managers, assistant managers, new accounts personnel, tellers, and any others that interact with customers on a daily basis. The Community Bankers of Illinois and Young & Associates, Inc. are pleased to offer Bank Operations Bootcamp. This bootcamp was designed for customer contact and frontline personnel. Compliance is always a complex subject. Customer contact and frontline personnel are at risk, as there are so many ways that their actions, inactions, or words could unintentionally create problems for the bank. For instance, a joke that is meant to be innocent and funny could result in a fair lending issue. In addition to responding to a customer request using the wrong words could create difficulties that no one needs. The right knowledge helps to mitigate these types of risks.

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Once online registration closes, please contact CBAI at 800/736-2224 to register.
CBAI Headquarters 901 Community Drive Springfield 62703

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