Accounting, Budgeting, And Finance |
| A1013 |
|
Reconciling Records
- Cash Accounts
- Share Draft Accounts
- Credit and Debit Cards
- ACH Payments
- Investments
|
Online |
S1315 |
Bankruptcy |
| A1006 |
 |
Bankruptcy and Court Proceedings, 3rd edition
- Bankruptcy History and Court Structure
- Bankruptcy Basic Concepts
- Bankruptcy Documents
- Bankruptcy Immediate Issues
- Bankruptcy Abuse and Recoveries
- Bankruptcy Do's and Don'ts
|
Online |
S400 |
Business Math |
| A1000 |
|
Business Math: Lending and Credit
- Basic Lending Concepts and Calculations
- Closed-End Loans
- Helping Members Compare Rates and Loans
- Loan Ratios
- Mortgage Loans
- Open-End Credit
|
Online |
S1306 |
| A1001 |
|
Business Math: Share and Deposit Accounts
- Basic Math Definitions
- Share Account Dividends
- Account Balances and Dividend Calculations
- Dividend Compounding and Annual Percentage Yield (APY)
- Helping Members Reach Savings Goals
|
Online |
S1307 |
Collections |
| A1014 |
|
Applying Collection Practices
- Credit and Collections
- Credit and Collection Policies
- Developing a Collections System
- Early Warnings and Final Actions
- Legal Action and Outsourcing Alternatives
- Best Practices
|
Online |
S1316 |
Credit Union Orientation |
| A1004 |
|
Introduction to Credit Unions
- The Credit Union Difference
- Member Service: The Core of Credit Unions
- What is the Credit Union Movement?
- A Tradition of Community Involvement
- You and Your Credit Union
|
Online |
S1304 |
HR Staffing And The Law |
| A1019 |
|
Recruiting Todays Employee
- Challenges of Recruiting in the 21st Century
- Employment Law
- Preparing for Recruiting
- Preparing for the Interview
- Conducting the Interview
- Candidate Evaluation and Selection
|
Online |
M40 |
| A1020 |
|
Managing Todays Employees
- Introduction to Managing Today's Employees
- Managing Employee Performance
- Managing Employee Success
- Building Your Bench
- Employee Retention
- HR Law and Today's Employees
|
Online |
M41 |
| A1021 |
|
Difficult Human Resource Issues
- Defining Difficult Human Resource Issues
- Sexual Harassment
- Addressing Performance
- Recognition, Rewards, and Compensation
- Workplace Diversity
|
Online |
M42 |
Interpersonal Skills And Career Building |
| A1003 |
 |
Business Communication Skills
- Basic Communication Concepts
- Communicating the 3 Cs
- Advanced Verbal and Nonverbal Skills
- Telephone Communication Skills
- Communicating Effectively with Difficult People
|
Online |
M37 |
| A1018 |
|
Transitioning to Trainer
- Introduction to the Adult Learner
- Designing a Curriculum for Learning
- Designing Active Learning
- Learner-Centered Learning Strategies
- Honing Your Presentation Skills
- A Blended Approach to Learning
|
Online |
M39 |
| A1028 |
|
Transitioning to Trainer II
- Revisiting and Revising Your Training Plan
- Multi-Sensory Learning
- Levels of Learning
- Learner Retention and Motivation
- Fine-Tuning Your Presentation Skills
- The Art of Facilitation
|
Online |
M43 |
Lending And Loan Processing |
| A1010 |
|
Servicing Mortgage Loans
- Types of Mortgage Loan Programs
- Regulatory Compliance
- Loan Servicing
- Servicing Payments
- Insurance, Taxes, and Escrow Accounts
- Collections and Delinquent Loans
|
Online |
s1312 |
| A1011 |
|
Preparing Loan Documents
- The Lending Process
- Laws and Regulations
- Interview and Application
- Loan Underwriting
- Loan Decisions and Closing
|
Online |
s1313 |
| A1012 |
|
Maintaining Loan Documents
- Basic Record Filing and Maintenance
- Loan Documents Overview
- File Retention Policies and Procedures
- Loan Documents as Member Service Tools
- Loan Auditing
|
Online |
S1314 |
| A1034 |
|
Consumer Lending
- Characteristics of Credit
- Laws and Regulations
- The Lending Process
- Consumer Lending Products
- Building Lending Relationships
|
A1034 |
|
| R104G |
|
SAFE Act & Mortgage Licensing
- A Nationwide Registry
- Credit Union Requirements
- Employee Requirements
- The Registration Process
|
R104G |
|
| S410 |
|
Mortgage Lending |
Online |
|
Management Skills And Managing Employee Performance |
| A1016 |
 |
Resolving Employee Conflict
- The Nature of Conflict
- Types of Conflict
- Organizational Culture and Conflict
- Acting to Resolve Conflict
- Applying Conflict Prevention Tools
|
Online |
M38 |
| A1022 |
|
Encouraging and Instilling Member Service in Others
- Member Service in Today's Environment
- Building Teams through Communication and Trust
- Creating Enthusiasm for Learning and Improvement
- Encouraging Cooperation in Others
- Motivating Service Excellence in Others
|
Online |
S1318 |
| A1023 |
|
Aligning Your Department With CU Strategy
- Introduction to the Bigger Picture
- Problem Solving and Decision Making
- Scheduling and Delegation
- Process Improvement
- Teamwork
|
Online |
S1319 |
| A1031 |
|
Leading Your Team |
Online |
M44 |
Marketing |
| A1033 |
|
Credit Union Marketing Fundamentals |
A1033 |
|
Member Services And Accounts |
| A1005 |
 |
Professional Member Service
- What is Member Service?
- Not for Profit, Not for Charity, But for Service
- Building Member Service Skills
- Technology as a Member Service Tool
- Member Service Challenges
|
Online |
S1308 |
| A1024 |
 |
Money and Negotiable Instruments
- Currency Facts and Features
- Handling and Organizing Cash
- Checks and Share Drafts
- Detecting Bad Checks and Drafts
- The Clearing Process
- Additional Negotiable Instruments
|
Online |
S1322 |
| A1025 |
 |
Frontline Basics
- Today's Professional Teller
- Credit Union Basics
- Managing the Teller Station
- The Balancing Act
- Handling Negotiable Instruments
|
Online |
S111 |
| A1026 |
 |
Managing Member Accounts
- Member Accounts
- Savings Accounts
- Checks and Share Draft Accounts
- The Fundamentals of Lending
- Electronic Member Services
- Additional Credit Union Services
|
Online |
S1311 |
| A1027 |
|
Call Center Service Skills
- Today's Call Center
- Positive Communication Skills
- Dealing with Repetitive Tasks
- Tools and Technology
- Handling Special Situations
- Call Center Coaching
|
Online |
S1321 |
| A1029 |
|
Guiding Members Through Economic Challenges
- National, Local and Personal Economies
- Budgeting Basics
- The Savings Habit
- Understanding Consumer Credit
- Helping Members with Severe Financial Problems
- Member Service More Than Ever
|
Online |
S1323 |
| A1030 |
|
Serving Credit Union Members
- Supporting Your Credit Unions Professional Image
- Professional Service Basics
- Handling Members Financial Business
- Using Technology to Provide Member Service
- Relating to Diverse Members
- Resolving Conflicts
|
Online |
S21 |
| A1032 |
|
Your Role in Growing Membership
- The Importance of Growing Membership
- The Role of Branch Employees in Growing Membership
- The Role of Call Center Employees in Growing Membership
- Membership Growth is Everyone's Job: A Role for Every Department
- Leading for Membership Growth: The Role of the Executive Team
- Membership Growth Strategies for the Future
|
Online |
S1324 |
| S1322 |
 |
Money and Negotiable Instruments |
A1024 |
Print |
Sales |
| A1002 |
 |
Credit Union Sales
- Introduction to Sales
- Plan for Successful Sales
- Recognize Needs
- Inquire and Listen
- Describe Benefits
- Expedite the Sale
|
Online |
S1305 |
Security |
| A1008 |
 |
Security Procedure Protocol
- Introduction to Security
- Security Systems and Procedures
- Emergency and Disaster Preparedness
- Identifying Suspicious Activity
- Robbery: Actions, Reactions, and Coping Skills
- Executing Security Procedures
|
Online |
S1309 |
| A1015 |
|
Recognizing Emerging Fraudulent Practices
- Introduction to Recognizing Emerging Fraudulent Practices
- Cyber Fraud
- Plastic Card Fraud
- Other Types of Fraud
- Security Technology
- Best Practices
|
Online |
S1317 |
Spanish |
| A1007 |
|
Spanish for Tellers
- The Latino Culture and Your Credit Union
- Spanish Foundations and Member Greetings
- Basic Credit Union Terms and Phrases
- The Spanish Calendar
- Numbers, Coins, and Currency
- Transactions with Spanish-Speaking Members
|
Online |
|
| A1017 |
|
Credit Union Spanish: Applying the Basics
- Building Blocks
- Using Verbs
- Asking Questions
- Using Object Pronouns
- Present Perfect Tense
|
Online |
|
Technology |
| A1009 |
 |
The Critical Role of Technology in Credit Unions
- Recognizing the Importance of Technology
- Putting Members at the Center of Their Finances
- Using 21st Century Lending Centers
- ATMs, Debit Cards, and Credit Cards
- Understanding Internet Financial Services
- Keeping Pace with Innovation
|
Online |
S630 |