Training School:
Jobs & Resumes: Madison Houses & Roommates: Madison
Total 53 program(s)/course(s) available.
Spanish for Tellers The ability to communicate with Spanish speaking members is becoming more important to our credit unions. These interactive courses will help you learn and pronounce important phrases and frequently used financial terms. It will also build your confidence to process basic transactions with Latino members. The online module contains 6 courses.
Following are the learning objectives for each c......
Robbery: Actions, Reactions, and Coping SkillsA credit union may go for years without experiencing a security breach or robbery. But when it does happen, robbery is a frightening and dangerous experience. You need to be ready to cope with it calmly and to avoid any action that might endanger staff or members. This Training on Demand course provides you with information you need before, during, and after the robbery to safely handle any pos......
Security Procedure ProtocolThese interactive courses offer a thorough foundation in security systems, procedures, and plans. Discover what you need to do before, during, or after an emergency. Learn how to comply with federal and NCUA requirements. Understand key emergency procedures to save lives, prevent injuries, and protect credit union assets. The online module contains 6 courses.
Following are the learning obje......
Robbery Prevention and PreparationUnderstand robbery precautions by learning from case studies that challenge you to draw lessons for your own credit union. Learn how to deal with a robbery and be able to share the knowledge with other credit union staff. Understand how to think like a robber; hostage situations, extortion and bomb threats, and the legal process after the robbery.
Topics include:
� Robbery and You
â€......
Recognizing Emerging Fraudulent PracticesDiscover ways to protect your members and the credit union against fraud. Learn to recognize emerging fraudulent practices such as identity theft, fraudulent share drafts, embezzlement, phishing, as well as other new security breaches. Learn how new fraud-detection systems are helping credit unions save money and reduce risks to members. The online module contains 6 courses.
This module cont......
Preventing FraudUnderstand the issues of IDs, fraudulent share drafts and checks, plastic card fraud, and embezzlement. Learn ways to protect your members against fraud. Discover how to reduce internal losses.
Topics include:
� Reducing New Account Fraud
� Reducing Share Draft and Check Fraud
� Plastic Card Fraud
� Reducing Internal Losses
� Remote-Access Fraud
� Computer and Phone......
Improving and Maintaining Quality ServiceDiscover the importance of developing a sales culture �no longer a luxury for credit unions. Provides front-line staff with practical advice for developing quality service, overcoming barriers, and maintaining a positive sales attitude.
Topics include:
� How Good Do You Want to Be?
� Good Service Starts at Home—Internal Customers
� How Credit Unions Give Great Service
� Ho......
Cross-SellingLets face it, we all have to "sell" nowadays to survive. Most employees would argue that they werent hired to "sell". This course helps students realize that selling is positive. Your employees will discover the fundamentals of cross-selling, marketing, sales presentations, and telemarketing. These skills are the backbone that helps employees succeed through pers......
Checking AccountsThere’s more to checking than just writing a check. Get tips on everything from protecting your checks from fraud to keeping better track of what’s in your account. Learn how to identify your checking demands and compare accounts, reconcile your checkbook register with your monthly statement, and benefit from electronic transactions (debit cards, electronic funds transfer, and online checking).......
Money and Negotiable InstrumentsA solid understanding of money and negotiable instruments is critical to credit union operations. These interactive courses will help improve efficiency and accuracy by exploring the methods for handling cash, share drafts, and other negotiable instruments. Additionally, learn how the clearing process works and how to prevent fraud with proven processes for detecting counterfeit money and recog......
Individual Retirement AccountsLearn the basics of IRAs, and be able to explain the benefits and conditions to members. This course describes the development of various retirement savings accounts, as well as many of the complex requirements that apply to each type of account. Covers traditional Roth and education IRAs, plus 401(k), SEP, SIMPLE, and Keogh plans.
Topics include:
� Evolution of a Good Idea
� IRA E......
Call Center Service SkillsThe call center is crucial to the success of your credit union, but it is often overlooked in regards to training. This course presents tips and techniques for enjoying your job and relating effectively with members, while dealing with repetitive tasks. Learn how to manage calls efficiently while presenting a positive, professional image to members. Additionally, you will learn about tools and ......
Strategic Thinking and PlanningDay-to-day operations keep most managers focused on immediate concerns, with little time for strategic considerations. Learn how to take the long view. Discover techniques on planning large and long-term projects, overcoming planning pitfalls, preparing viable budgets, and dealing with plan changes.
Topics include:
� Introduction to Planning
� Vision
� Mission and Strategy
â€......
Resolving Employee ConflictConflict is inevitable in the workplace. An effective manager knows how to keep conflict from getting personal by focusing on the core issues and helping employees move toward resolution. Whether you are a new or seasoned manager, these interactive courses will arm you with the tools necessary for creating a positive atmosphere where rapid conflict resolution is prevalent. The online module con......
Process Improvement: Achieving Quality TogetherThis course gives you the tools you need to make an objective review of how your credit union actually works. You’ll have the skills to take a fresh look at process improvement, project teamwork, team tools, alternatives, project completion, and solutions for team problems.
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Managing TeamworkWhen your staff works together as a team, the job gets done. Discover ways to polish your leadership skills and review the latest thinking in team dynamics, team building, facilitation, evaluation, and resources. Understand how to get a team off to a good start and keys to developing a high-performing team.
Topics include:
� Whats a Team?
� Dynamics of Successful Teams
� ......
Managing Employee PerformanceLearn how to manage your employees as individuals and help them work at their highest level. Youll also learn job coaching, counseling, and how to evaluate performance by using specific observation and information gathering techniques, as well as how to set fair job objectives and standards for evaluation.
Topics include:
� Fulfilling Your Role as a Manager
� Understanding Em......
Managing ChangeThis course is based on ideas for successfully leading change. Youll learn to understand the nature of change, identify the forces of change, clarify the change of vision, manage the phases of change, understand the effects of change on stakeholders, and develop resilience and commitment. This course includes a change implementation planning template and activities designed to help credit......
Fundamentals of ManagementDrawing on the successful experience of hundreds of managers, you will understand the basic skills for getting people to work together as a team. Learn the essential duties every manager must master �planning, staffing, directing, motivating, decision-making, and communicating.
Topics include:
� Is Management for You?
� What is Expected of Managers
� What Managers Do
� Com......
Developing Exceptional LeadershipThis course will assist you with leadership challenges in a demanding management environment. You will learn skills for developing a progressive leadership style, encouraging staff commitment, changing leadership patterns, implementing the ten laws of leadership, and achieving success with integrity.
Topics include:
� The Art of Leadership
� The Role of Leaders in Organizations
......
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