Credit Union Training

The following modules may be purchased separately, and can plugged into the basic Deal With It set to create a training game on the follow topics.  Please remember we can customize these modules for you with additional questions from our massive database at no additional cost, if desired. Call for details!!

Each of the compliance and security modules include an answer guide to help with suggested solutions, and generally accepted best practices.  Sample questions are available by clicking on the links. Order buttons at page bottom.

Teller Member Service Training Volumes 1 and Teller Member Service Training Volume 2

We now have two volumes available! Both have 63 situations questions that emphases what tellers and new accounts personnel say in common member service situations. ($79 each)

 

Teller Procedures

This module has 72 questions to make sure your tellers know what to do to follow up and deliver excellent teller customer service. Many credit unions use this module as a test for teller manual knowledge. ($79)

 

Internal Member Service

This module is divided into three portions and is designed with a focus on the staff interaction between front-line personnel and the support staff. This module includes 48 Question cards for the support staff, 33 Question cards for front-line staff, and 27 common Question cards for any staff member. ($79)

 

Phone Call Center Service

Ideal for both credit union call center personnel and branch personnel that field phone based service requests. 63 bank customer service questions are included, with 22 common to the Front-line Personnel Vol. 1 module. ($79)

 

Online Banking, Internet Service

54 customer service scenarios common in the online banking environment. Technical situations are limited to issues experienced by members. ($79)

 

Member Service Set ($329, save $66 on the set!)

 

Member Lending Compliance Training

This module has 72 lending compliance situations for loan officers and loan servicing staff. It covers compliance-related issues at loan origination and post-loan customer service (28). An answer guide is included and is ideal for individual or paired study. ($79)

 

Privacy Compliance Training

These 63 questions are designed to be a practical test of how your staff will respond to customer inquiries concerning the privacy regulations in light of your privacy compliance policies. Complete with Answer Guide. ($79)

 

Fair Lending Act Compliance Training

These 72 discussion-questions address fair lending issues that arise throughout the lending compliance areas-from the loan receptionist to senior loan officers. This module includes an answer guide ($79)

 

Teller Compliance Training

108 questions for teller compliance training covering Regs. E, P, DD, CC, Check Kiting, The Bank Secrecy Act, and Money Laundering. A Supervisor's/Manager's supplement is included with an additional 54 questions. Both sets include Answer Guides for fun and easy teller compliance training. (Expanded Module, $99)

 

Compliance Set ($279, save $57 on the set!)

 

Branch Security Issues Training

A massive module with 126 situations and questions, from opening to closing procedures, robbery reminders to vault access. The included answer guide that can be usually customized for most institutions, a free service ($79)

 

To Order, choose Credit Union or Bank from the pull-down menus.