Description
Learn the fundamentals all bankers should know with helpful basics and refreshers.This material is a must for all new bankers andor those that want to brush up on their general banking knowledge. This topic will provide an introduction to the banking industry and touch on most all aspects of banking.
Date: 2020-10-27 Start Time: End Time:
Learning Objectives
Full-Service Commercial Banking Including a Brief History of the Modern U.S. Banking Industry and How Banks Make Money
Products and Services Offered by Banks Including Depository Accounts, Lending, Trust Department, and Cash Management
Types of Loans – Consumer, Residential, and Commercial
The Five C’s of Credit: Capacity, Capital, Collateral, Conditions, and Character
Investment Products (FDIC and Non-FDIC Insured)
Competitors in the Marketplace
Customer Service Skills and Their Importance in All Aspects of Banking
Emerging Technologies Including the Latest Trends
Banking Regulations and Regulatory Agencies
Management of the Bank Including the ALCO, Audit, and Loan Committees
David L. Osburn, M.B.A., CCRA-Osburn & Associates, LLC