Retail and Business Banking

Develop strategies and best practices for serving all of your customers, for both Retail and Business Banking. Browse upcoming courses and on-demand videos and register for your Retail and Business Banking event today.

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Courses for September 2019 › Retail and Business Banking

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Calendar of Events
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Winning Customer Deposits in the Digital Age – ALL 3 PARTS

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Winning Customer Deposits in the Digital Age – ALL 3 PARTS

Quarterly Regulatory Compliance Update – Financial Services

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Winning Customer Deposits in the Digital Age – ALL 3 PARTS

Regulation CC Updates and Changes to Availability of Funds and Check Collection

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Debit Card Disputes – Consumer Notification to Closing Investigation

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Understanding Mobile Payments Fraud and How to Mitigate Risks when offering Mobile Services

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ACH/RDC Regulatory Credit Training: Exposure Limits, Periodic Reviews and Regulatory Risk Expectations

Cash Flow Projections for Assessing Borrower’s Ability to Repay

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Faster Payments and Liquidity Risks: What’s the Big Deal for Financial Institutions?

Signature Cards and Account Set Up: 10 Key Do’s and Don’ts

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Fixing Small Business Loan Profitability: Analysis and Recommendations for Lenders

CRA 2019 – Community Reinvestment Act Requirements, Modernization Efforts, and Prospective Changes

Call Center/Client Facing Fraud Management: Important Red Flags for Identifying Fraud

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Bank Teller Training: Fraud Loss Prevention

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Remote Deposit Capture RDC for 2019 – Rules, Regs, Risks and Reg CC

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Commercial Lending Fundamentals: 101 ONLY – Basics of Lending and Analysis

Commercial Lending Fundamentals 101/201/301: Basics, Loan Structuring and Loan Documentation – ALL 3 PARTS

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Commercial Lending Fundamentals: 201 ONLY – Structuring Your Commercial Loans

Commercial Lending Fundamentals 101/201/301: Basics, Loan Structuring and Loan Documentation – ALL 3 PARTS

Traditional and Online Account Opening: Differences, Similarities and Managing Your Risks

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Commercial Lending Fundamentals: 301 ONLY – Loan Documentation Fundamentals and Best Practices

Military Lending Compliance – What Financial Professionals Must Know

Commercial Lending Fundamentals 101/201/301: Basics, Loan Structuring and Loan Documentation – ALL 3 PARTS

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Analyzing Corporate and Personal Tax Returns for Lenders (2-Part Webinar Series)

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Consumer Lending Compliance 101, 201, 301: Laws, Regulations and Processing Requirements (ALL 3 PARTS)

Preparing Your Institution for Open Banking and the 2019 US/UK ‘Financial Innovation Partnership’ (FIP)

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Consumer Lending Compliance 101, 201, 301: Laws, Regulations and Processing Requirements (ALL 3 PARTS)

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Consumer Lending Compliance 101, 201, 301: Laws, Regulations and Processing Requirements (ALL 3 PARTS)

Cash Management: How Sales, Operations, and Technology Can Collaborate to Generate More Fee Income

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