Compliance Network
Credit Union Employee Boot Camp
"Excellent program...recommend this to anyone in the credit union,
whether they have been there one month or ten years...very educational!"
September 14, 2016
Cooperative Credit Union Association, Inc.
845 Donald Lynch Boulevard
Marlborough, MA 01752 |
 |
|
Registration: |
8:30 a.m. |
|
Program: |
9:00 a.m. - 4:00 p.m. |
|
Fee: |
$159.00 |
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
|
Speaker:
 William Nagle
SVP, Professional Development
Cooperative Credit Union Association
Bill Nagle has been with the Cooperative Credit Union Association for
fourteen years. He now leads the Education and Professional Development
department for the Association, managing conferences, seminars and
webinars. For 20 years previously, he worked in retail banking for a
variety of financial institutions in and around the Boston area,
serving as the Retail Branch Administrator for a community savings bank
before moving to the credit union movement.
Bill also produces and delivers training programs for Association
members at its headquarters, the Credit Union Center, as well as
conducts customized, on-site training on a variety of topics important
to credit unions today, including compliance and regulations, sales and
service, communication, and management and leadership skills. Bill is a
CUNA Certified Bank Secrecy Act Expert, a certified DiSC program
facilitator, and a CUNA “Creating Member Loyalty” certified service and
sales trainer. He is a graduate of the Massachusetts School of
Financial Studies, the New England College of Finance and holds a
B.S.B.A. as well as a graduate certificate in Organizational
Communication from Northeastern University.
|
Registration for this event is closed.