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1300 Virginia Drive

Suite 220

Fort Washington, PA 19034

Toll Free: 888.433.2666

International: +1.215.542.6900

Fax: +1.215.542.6814

inquiries@edcomm.com

Compliance Training | Regulatory Compliance | Edcomm Group

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Category: Credit Unions
Seat Time: 1hrs - Desc:

This course will provide the learner with a comprehensive overview of the types of U.S coins and currency that s/he will encounter when handling money at the credit union. The learner will be able to identify and understand the importance of the individual features that appear on U.S. coins and banknotes. After completing this course, the learner will be able to:

  • Detect damaged, mutilated, and counterfeit coins and currency.
  • Follow the appropriate procedures for handling currency at the organization.
  • Understand the security features of U.S. banknotes and recognize their importance in protecting the credit union and its members from money laundering and counterfeiting.
Category: Credit Unions
Seat Time: 2hrs - Desc:

This course will emphasize the importance of communication for branch managers. The course will familiarize the learner with using interpersonal skills to enhance face-to-face communication. After completing this course, the learner will be able to:

  • Establish rapport and communicate more adeptly.
  • Understand the 12 aspects of relationships so as to evaluate and influence them effectively.
  • Use interpersonal communication skills appropriately.
Category: Credit Unions
Seat Time: 3.25hrs - Desc:

This course will introduce the learner to the skills and standards necessary to be a successful consumer lender. This course will familiarize the learner with the various aspects of consumer lending, including the different types of consumer loan applications, the 5 Cs of credit and the tools associated with them, credit bureaus and their reports, and how to communicate loan decisions. After completing this course, the learner will understand:

  • How to handle information in a way that ensures confidentiality.
  • How credit scoring works.
  • The credit unions consumer lending culture.
Category: Credit Unions
Seat Time: 2.5hrs - Desc:

This course will introduce the learner to the extensive procedures involved in consumer lending. The learner will become familiar with the application process and documentation, home equity loan documentation, and liens on collateral, in addition to many other aspects. After completing this course, the learner will understand:

  • How to clearly quote rates to customers.
  • The pre-closing and closing processes.
  • How to best communicate loan decisions to customers.
Category: Credit Unions
Seat Time: 2hrs - Desc:

This course will introduce the learner to the various products and practices associated with consumer lending. Some of these products include secured and unsecured loans, mortgages, non-real estate secured credit products, and small business loans. After completing this course, the learner will understand:

  • How to differentiate between the different types of collateral.
  • The features that are available to consumer credit products.
  • Which unsecured credit products are available to borrowers.
Category: Credit Unions
Seat Time: 2hrs - Desc:

This course will provide an overview of the best methods for greeting and communicating with members. The learner will become familiar with the appropriate interaction strategies and techniques that should be used to make members feel comfortable and at ease when visiting the credit union. After completing this program, the learner will be able to:

  • Listen to, understand, and address member needs.
  • Determine document accuracy and properly identify members.
  • Finish the transaction efficiently and thank the member.
Category: Credit Unions
Seat Time: 2.5hrs - Desc:

This course will introduce the learner to the integral position of teller at the credit union. The course will familiarize the learner with the other members of the credit union team, the skills that an efficient teller must possess, and the standards that all tellers must adhere to at the credit union. After completing this course, the learner will understand:

  • The credit unions vision and values.
  • The credit unions storied history and its continuing commitment to excellence.
  • How to succeed as a teller at the credit union.

Seat Time: 1.75hrs - Desc:

This course will offer an overview of the duties and responsibilities of the Customer Service Officer (CSO). This course will also introduce the learner to aspects of confidentiality and professionalism, which should be adhered to at all times. After completing this program, the learner will be able to:

  • Perform the appropriate tasks and duties of the Customer Service Officer.
  • Act appropriately and professionally as a representation of the financial institution to the customer.
  • Understand and use cross-selling procedures and strategies to further customer relationships with the financial institution.
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