Credit Union Sales Training
OnCourse Learning's credit union sales training covers topics ranging from coaching to building a sales plan to sales teams and many more. All of our bank training webinars are led by experts from the financial industry.
Driving Results with Your Credit Union's Data
Presented By:
David Carlson
This event was recorded on Thursday, February 13th, 2020.
Related Topics: Operations, Sales, Risk Management/Legal
8 Keys to Teller Excellence
Presented By:
Janice Branch
This event was recorded on Tuesday, January 28th, 2020.
Develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.
Related Topics: Sales, Teller, Management/Employee Development
5 Steps To Core Member Growth in 2020
Presented By:
Brett Walburn
This event was recorded on Friday, November 22nd, 2019.
Related Topics: Sales
Writing Procedures for Nonresident Alien Accounts
Presented By:
Deborah Crawford
This event was recorded on Thursday, July 18th, 2019.
Related Topics: Operations, Sales, Lending, Deposit Accounts, Management/Employee Development, Teller, Risk Management/Legal
8 Keys to Teller Excellence
Presented By: Janice Branch
This event was recorded on Tuesday, January 29th, 2019.
Develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.
Related Topics: Management/Employee Development, Sales
Increasing Fee Income without Raising Fees
Presented By: David Carlson
This event was recorded on Wednesday, December 5th, 2018.
Related Topics: Risk Management/Legal, Sales
Opening Accounts for Nonresident Aliens: W-8BEN, W-8BENE, CIP and CDD
Presented By: Deborah Crawford
This event was recorded on Thursday, March 15th, 2018.
Related Topics: Risk Management/Legal, Teller, Deposit Accounts, Management/Employee Development, Operations, Sales
Onboarding Your New Hire
Presented By:
Honey Shelton
This event was recorded on Tuesday, March 13th, 2018.
Maximize the success of the new hire by providing tools and best practices you can use to create an effective onboarding process in your organization.
Related Topics: Sales, Management/Employee Development, Human Resources
8 Keys to Teller Excellence
Presented By: Janice Branch
This event was recorded on Tuesday, February 6th, 2018.
Develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.
Related Topics: Management/Employee Development, Risk Management/Legal, Sales
20 Legal Account Ownerships, Titles, Sample Signature Cards and Legal Documentation
Presented By: Deborah Crawford
This event was recorded on Wednesday, November 15th, 2017.
This program is an A-Z on account ownership and documentation. It is a must for anyone who opens or manages new accounts.
Related Topics: Deposit Accounts, Management/Employee Development, Risk Management/Legal, Sales
Member Complaint Response Management
Presented By:
Bonnie Newsome
This event was recorded on Thursday, October 12th, 2017.
This session will address the compliance requirements and best practices for complaint resolution.
Related Topics: Risk Management/Legal, Compliance, Sales
Closing Accounts
Presented By: Deborah Crawford
This event was recorded on Wednesday, September 6th, 2017.
This program will focus on the personal account issues of closing accounts and taking off signers in this complex world.
Related Topics: Sales, Risk Management/Legal, Management/Employee Development, Deposit Accounts
Advanced Health Savings Accounts
Presented By:
Michael Glover
This event was recorded on Wednesday, August 30th, 2017.
Part three of the four part series on HSAs will review difficult HSA issues regarding eligibility requirements, employer contributions, excess contribution issues, prohibited transactions, and reporting.
Related Topics: Sales, Risk Management/Legal, Management/Employee Development
Opening Accounts for Nonresident Aliens: W-8BEN, W-8BENE, CIP and CDD
Presented By: Deborah Crawford
This event was recorded on Tuesday, August 22nd, 2017.
During this program we will examine the impact of FATCA, the new forms and 1042S reporting to the IRS. We will also look at acceptable forms of identification and Bank Secrecy Act issues in your Customer Identification Programs and due diligence.
Related Topics: Sales, Risk Management/Legal, Management/Employee Development, Deposit Accounts
Introduction to Health Savings Accounts
Presented By: Michael Glover
This event was recorded on Wednesday, August 9th, 2017.
Part two of the four part series will help you understand the fundamentals of HSAs and basic HSA compliance rules.
Related Topics: Management/Employee Development, Risk Management/Legal, Sales
The Expanding World of Health Savings Accounts
Presented By: Michael Glover
This event was recorded on Thursday, July 20th, 2017.
Part one of the four part series, this course offers insight into the HSA market—including its growth, the prospects for future growth, and the reasons behind it all.
Related Topics: Sales, Risk Management/Legal, Management/Employee Development
Health Savings Accounts - 4 Part Webinar Series
Presented By:
Ascensus
This event was recorded on Thursday, July 20th, 2017.
Attend this four part series for all of the information you need on Health Savings Accounts.
Related Topics: Management/Employee Development, Risk Management/Legal, Sales
Alert! Regulation CC Final Amendments affecting Check Clearing
Presented By: Deborah Crawford
This event was recorded on Tuesday, July 11th, 2017.
Attend this program to hear about the new Reg CC amendments!
Related Topics: Sales, Risk Management/Legal, Management/Employee Development, Deposit Accounts
Legal Issues of Checks
Presented By: Deborah Crawford
This event was recorded on Thursday, June 22nd, 2017.
Learn the safe way to handle checks and be sure that you and your financial institution can be protected from loss on the negotiable instruments.
Related Topics: Management/Employee Development, Risk Management/Legal, Deposit Accounts, Sales
10 Lessons Learned When Your Member Dies
Presented By: Deborah Crawford
This event was recorded on Tuesday, June 6th, 2017.
Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.
Related Topics: Sales, Deposit Accounts, Risk Management/Legal, Management/Employee Development
8 Keys to Teller Excellence
Presented By: Janice Branch
This event was recorded on Thursday, May 25th, 2017.
Develop alert, capable tellers who can minimize losses, follow explicit instructions and provide quality customer service.
Related Topics: Risk Management/Legal, Management/Employee Development, Sales
Webinar Subscription Packages
Presented By:
Carl Pry
This event was recorded on Monday, May 22nd, 2017.
If your institution attends at least 5 webinars per year, a webinar subscription package is a no-brainer!
Related Topics: Risk Management/Legal, Human Resources, BSA, Management/Employee Development, Deposit Accounts, Sales, Lending, IRAs, Compliance
For Salespeople: Learn How Top Producing Bankers Prospect for Business
Presented By:
Jack Kasel
This event was recorded on Monday, May 22nd, 2017.
Become more effective at the early steps in the sales process so you can shorten the sales cycle, eliminate stalls and "think it overs" at the closing table, and close more business.
Related Topics: Sales
Call Center Representative Training
Presented By:
J.T. Turner
This event was recorded on Wednesday, March 8th, 2017.
This webinar will focus on the customer service aspects of Call Centers.
Related Topics: Sales
Top 10 IRA Issues
Presented By:
Paul Cullen & Mike Glover
This event was recorded on Friday, February 17th, 2017.
This webinar will provide an interesting and unique perspective on the Top 10 IRA issues facing financial organizations today.
Related Topics: Risk Management/Legal, Sales, IRAs
For Sales Managers: How to Hire Better Bankers Who Can Sell
Presented By:
Alex Cole
This event was recorded on Monday, February 13th, 2017.
This webinar will introduce a proven process for searching, interviewing, hiring and on-boarding bankers and other financial sales people.
Related Topics: Sales
Opening Trust Accounts: Documenting Authority & Liability
Presented By: Deborah Crawford
This event was recorded on Thursday, February 9th, 2017.
This webinar will cover standard trust-opening procedures and many questions that arise as trusts and account holder situations change.
Related Topics: Risk Management/Legal, Management/Employee Development, Deposit Accounts, Sales
IRA Rollovers and Transfers have changed, are you prepared?
Presented By: Paul Cullen & Mike Glover
This event was recorded on Tuesday, January 31st, 2017.
This webinar will discuss rollovers and transfers as well as direct and indirect rollovers and will also touch on designated Roth account assets.
Related Topics: IRAs, Sales, Risk Management/Legal
IRAs - 3 Part Webinar Series
Presented By: Paul Cullen & Mike Glover
This event was recorded on Tuesday, January 24th, 2017.
These sessions will provide a comprehensive review of Roth and Traditional IRAs including rollovers, transfers and the most recent issues institutions face regarding IRAs.
Related Topics: IRAs, Sales, Risk Management/Legal
Introduction to IRAs
Presented By:
Stacy Torkelson & Ryan Przybilla
This event was recorded on Tuesday, January 24th, 2017.
For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs.
Related Topics: Risk Management/Legal, Sales, IRAs
Regulation E – An Overview
Presented By:
Kristen Tatlock
This event was recorded on Wednesday, January 11th, 2017.
This session will provide an overview of Reg. E's current provisions.
Related Topics: Sales, Compliance, Risk Management/Legal
Regulation E - 3 Part Webinar Series
Presented By: Kristen Tatlock
This event was recorded on Wednesday, January 11th, 2017.
These sessions will provide a comprehensive review of Regulation E and its provisions.
Related Topics: Compliance, Sales, Risk Management/Legal
Onboarding Your New Hire
Presented By: Honey Shelton
This event was recorded on Tuesday, January 10th, 2017.
Maximize the success of the new hire by providing tools and best practices you can use to create an effective onboarding process in your organization.
Related Topics: Human Resources, Management/Employee Development, Sales
Opening Nonresident Alien Accounts: W-8BEN, CIP and CDD
Presented By: Deborah Crawford
This event was recorded on Thursday, November 17th, 2016.
During this program we will examine the impact of FATCA, the new forms and 1042S reporting to the IRS. We will also look at acceptable forms of identification and Bank Secrecy Act issues in your Customer Identification Programs and due diligence. More →
Related Topics: Risk Management/Legal, Management/Employee Development, Sales
5 Performance Factors for Success in Sales
Presented By: Jack Kasel
This event was recorded on Monday, November 14th, 2016.
This webinar will help you by focusing on how the major performance factors may be affecting your selling success.
Related Topics: Sales
Advanced Collection Techniques That Reduce Delinquency & Loss
Presented By:
Bruce Hull
This event was recorded on Tuesday, November 8th, 2016.
How can we proactively find ways to collect delinquent accounts, retain the loyalty of the borrowers and minimize losses? Join us for a discussion of advanced collection techniques that focus on tools and methodologies which will assist collection personnel to ... More →
Related Topics: Compliance, Lending, Sales
The Efficient & Effective Branch Manager
Presented By: Honey Shelton
This event was recorded on Thursday, October 27th, 2016.
A one-hour webinar focused on elevating your effectiveness as a leader. The smooth and consistent operation of your branch is critical to maintaining and attracting business.
Related Topics: Sales, Risk Management/Legal, Human Resources
10 Lessons Learned When Your Member Dies
Presented By: Deborah Crawford
This event was recorded on Thursday, October 13th, 2016.
Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.
Related Topics: Sales, IRAs, Management/Employee Development, Risk Management/Legal
Call Center Representative Training
Presented By: J.T. Turner
This event was recorded on Thursday, September 29th, 2016.
This webinar will focus on the customer service aspects of Call Centers.
Related Topics: Sales
7 Habits of Highly Successful Sales Staff
Presented By: Jack Kasel
This event was recorded on Monday, September 19th, 2016.
This powerful webinar will share the proven best practices of top producers so you can teach and coach your team to help them become more effective and reach their sales goals.
Related Topics: Sales
Critical Issues on Share Accounts: The Share Account Interview for Business Entities
Presented By: Deborah Crawford
This event was recorded on Thursday, September 15th, 2016.
Learn what steps we must take to “know this customer” and their anticipated transactions in the account. Join us for the "how to" open a business account and comply with customer due diligence expectations.... More →
Related Topics: Sales, Management/Employee Development, Risk Management/Legal
Critical Issues on Closing Accounts
Presented By: Deborah Crawford
This event was recorded on Thursday, August 18th, 2016.
This program will focus on the personal account issues of closing accounts and taking off signers in this complex world.
Related Topics: Management/Employee Development, Risk Management/Legal, Sales
Alert! Implementing New Customer Due Diligence Rules: Part Two - Consumers
Presented By: Deborah Crawford
This event was recorded on Friday, August 5th, 2016.
Learn about the three elements that apply to consumer accounts and how to address consumer issuesMore →
Related Topics: Risk Management/Legal, Management/Employee Development, Sales
Regulation CC: Update and Review
Presented By: Deborah Crawford
This event was recorded on Wednesday, July 20th, 2016.
This program will be a review of as well as update attendees on Regulation CC. We will also cover questions such as: can we place a hold on a cashier’s check? How many days can we hold checks on a new account? Does this apply to business accounts? Do we have to... More →
Related Topics: Management/Employee Development, Risk Management/Legal, Sales
Critical issues on Opening Share Accounts: Identifying Your Member
Presented By: Deborah Crawford
This event was recorded on Thursday, July 14th, 2016.
In this program, we will look at all the different types of identification and TINs to ... More →
Related Topics: Sales, Risk Management/Legal, Management/Employee Development
ALERT! New Customer Due Diligence Rules: Part One Legal Entity Customers
Presented By: Deborah Crawford
This event was recorded on Friday, June 17th, 2016.
It’s time to implement new CDD rules for legal entities customers. This program will highlight the nuts and bolts of the new regulation issued May the 11th and what it will mean to legal entity customers.
Related Topics: Sales, Risk Management/Legal, Management/Employee Development
10 Critical Issues on Opening Accounts for Limited Liability Companies
Presented By: Deborah Crawford
This event was recorded on Thursday, June 9th, 2016.
n this program learn how to open, document, change signers and handle the paperwork on Limited Liability Company accounts.
Related Topics: Management/Employee Development, Risk Management/Legal, Sales
Onboarding Your New Hire
Presented By:
Zack Merrill
This event was recorded on Friday, June 3rd, 2016.
This dynamic program will help raise the bar when it comes to engaging and training new employees from the start. Wow them with a genuine interest and care in their success with your organization.
Related Topics: Sales, Management/Employee Development, Human Resources
Are They Really a Prospect?
Presented By: Jack Kasel
This event was recorded on Monday, May 9th, 2016.
This webinar will help you become more effective at the early steps in the sales process so you can shorten the sales cycle, eliminate stalls and "think it overs" at the closing table, and close more business.
Related Topics: Sales
10 Critical Issues on Opening Formal and Informal Trust Accounts
Presented By: Deborah Crawford
This event was recorded on Monday, May 9th, 2016.
This webinar will cover standard trust-opening procedures and many questions that arise as trusts and account holder situations change.
Related Topics: Sales, Risk Management/Legal, Management/Employee Development
Motivating & Managing the Front Line
Presented By: Honey Shelton
This event was recorded on Friday, May 6th, 2016.
This program will focus on frontline performance management - it’s the key to the employee becoming motivated and responsible. Are you ready to learn how to work with the staff to create a performa... More →
Related Topics: Sales, Human Resources, Management/Employee Development
Critical Issues on Opening Nonresident Alien Accounts: W-8BEN, CIP and CDD
Presented By: Deborah Crawford
This event was recorded on Tuesday, April 5th, 2016.
During this program we will examine the impact of FATCA, the new forms and 1042S reporting to the IRS. We will also look at acceptable forms of identification and Bank Secrecy Act issues in your Customer Identification Programs and due diligence. More →
Related Topics: Management/Employee Development, Risk Management/Legal, Sales
Deliver the WOW to Your Member
Presented By: Janice Branch
This event was recorded on Thursday, March 24th, 2016.
This webinar is meant to help you learn and apply skills and techniques that will bring you and the member high satisfaction.
Related Topics: Sales, Sales, Management/Employee Development
10 Critical Issues on Handling Power of Attorney Documents
Presented By: Deborah Crawford
This event was recorded on Tuesday, February 23rd, 2016.
This program will look at power of attorney "critical issues" and how to prevent your institution from making costly mistakes in handling these high risk documents. We will also provide you with some guidance about what procedures you should have in place for h... More →
Related Topics: Risk Management/Legal, Management/Employee Development, Sales
Branch Manager Best Practices
Presented By: Honey Shelton
This event was recorded on Wednesday, February 17th, 2016.
A one-hour webinar focused on elevating your effectiveness as a leader. The smooth and consistent operation of your branch is critical to maintaining and attracting business.
Related Topics: Risk Management/Legal, Human Resources, Sales
Advanced Collection Techniques That Reduce Delinquency & Loss
Presented By: Bruce Hull
This event was recorded on Wednesday, February 3rd, 2016.
How can we proactively find ways to collect delinquent accounts, retain the loyalty of the borrowers and minimize losses? Join us for a discussion of advanced collection techniques that focus on tools and methodologies which will assist collection personnel to ... More →
Related Topics: Lending, Sales, Compliance
10 Critical Issues for Social Security Representative Payee Accounts
Presented By: Deborah Crawford
This event was recorded on Wednesday, January 27th, 2016.
This program will discuss the opening of new account for social security representative payees.
Related Topics: Sales, Risk Management/Legal, Management/Employee Development
Opening Business Accounts - The Big Four
Presented By: Deborah Crawford
This event was recorded on Wednesday, December 9th, 2015.
Opening business accounts starts with the big four: Sole Proprietorships, Partnerships, Limited Liability Companies and Corporations. During this program, you will learn how to set-up account cards, account authorizations and document authority for the four types of common business accounts. T... More →
Related Topics: Sales, Lending, Compliance, Management/Employee Development, Risk Management/Legal
How to Sell in Any Banking Market
Presented By: Jack Kasel
This event was recorded on Monday, November 16th, 2015.
Related Topics: Sales
7 Habits of Highly Effective Banking Sales Teams
Presented By: Jack Kasel
This event was recorded on Monday, October 19th, 2015.
Related Topics: Sales
10 Lessons Learned When Your Member Dies
Presented By: Deborah Crawford
This event was recorded on Wednesday, October 14th, 2015.
Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.
Your member passed away yesterday and the family is grieving. Yet, in the midst of all the remembering and honoring of a life, the legal and compli... More →
Related Topics: Human Resources, Risk Management/Legal, Management/Employee Development, Compliance, IRAs, Sales
For Salespeople: Avoid the Big Mistakes and Get Commitment
Presented By: Jack Kasel
This event was recorded on Monday, September 14th, 2015.
Related Topics: Sales
Vital Check Issues: 25 Questions and Answers
Presented By: Deborah Crawford
This event was recorded on Thursday, September 10th, 2015.
25 Commonly Asked Check Questions: Legal, Procedural and Ownership Issues
Related Topics: Risk Management/Legal, Management/Employee Development, Compliance, Sales
Smart Social Media
Presented By: J.T. Turner
This event was recorded on Monday, August 24th, 2015.
With the explosion of the use of social media, a lending institution must take two critical steps. The smart and reactive use of social media, and the establishment of a social media policies for the company and employees.
Related Topics: Sales, Sales, Human Resources
Do's and Don'ts on Checks
Presented By: Deborah Crawford
This event was recorded on Wednesday, August 5th, 2015.
These simple do’s and don’ts will keep your financial institution from losing money and creating chaos in the back office. Learn the safe way to handle checks and be sure that you and your financial institution can be protected from loss on the negotiable instruments.
Related Topics: Risk Management/Legal, Management/Employee Development, Management/Employee Development, Human Resources, Sales
Home Equity Lines of Credit
Presented By: J.T. Turner
This event was recorded on Thursday, July 30th, 2015.
With the real estate market changing, the ability to offer a full menu of products is more critical than ever. This class will look at Home Equity Lines of Credit, giving an excellent overview of both structure and use.
Related Topics: Sales, Sales, Lending, Management/Employee Development
Opening Accounts for Nonresident Aliens: W-8BEN, W-8BEN E and Due Diligence Rules
Presented By: Deborah Crawford
This event was recorded on Thursday, July 9th, 2015.
This session will address the following questions about procedures and your financial institution: What does the law say about identifying nonresident aliens? What type of identification is being used around the country to open accounts? What are the proper procedures for W-8 reporting? What role... More →
Related Topics: Sales, Management/Employee Development, Risk Management/Legal, Management/Employee Development
New Share Member Account Interview - CIP, CDD and Legal Issues
Presented By: Deborah Crawford
This event was recorded on Wednesday, June 10th, 2015.
The New Member Interview is the frontline security against fraud, money laundering and illegal activity at your financial institution. This program builds the compliance tasks, worksheets and requirements that must be met when you open an account.
Related Topics: Risk Management/Legal, Risk Management/Legal, Risk Management/Legal, Management/Employee Development, Management/Employee Development, Human Resources, Sales, Sales
Handling Powers of Attorney
Presented By: Deborah Crawford
This event was recorded on Thursday, June 4th, 2015.
Today, someone you have never met walks in with a power of attorney and demands to be added to your accountholder's accounts--an accountholder with hundreds of thousands of dollars with your credit union. Your accountholder is elderly and has no children. Immediately, your mind jumps to thought... More →
Related Topics: Sales, Human Resources, Management/Employee Development, Management/Employee Development, Risk Management/Legal, Risk Management/Legal
For Sales Managers: Why Aren't Your Bankers Selling?
Presented By: Jack Kasel
This event was recorded on Monday, May 11th, 2015.
This webinar will show you a unique process you can adopt immediately to get comfortable with how and when to ask your best clients for introductions.
Related Topics: Sales
For Salespeople: Grow Your Business with Introductions!
Presented By: Jack Kasel
This event was recorded on Monday, March 9th, 2015.
This webinar will show you a unique process you can adopt immediately to get comfortable with how and when to ask your best clients for introductions.
Related Topics: Sales
For Sales Managers: How to Hire Better Bankers Who Can Sell
Presented By: Jack Kasel
This event was recorded on Monday, February 9th, 2015.
A big problem many financial institutions have is finding bankers who are also sales people to be successful at their firm, this webinar will help.
Related Topics: Sales
8-Step No Fail Phone Call Approach
Presented By: Jack Kasel
This event was recorded on Monday, November 10th, 2014.
This webinar will introduce you to a different way to schedule quality appointments.
Related Topics: Sales
Build a No-Excuses Sales Environment
Presented By:
Anthony Cole
This event was recorded on Monday, October 6th, 2014.
Participate in this webinar if you need to drive more consistent sales growth.
Related Topics: Sales
The Art & Science of Asking Questions
Presented By:
Walt Gerano
This event was recorded on Monday, September 8th, 2014.
Understanding some of the simple rules and principles of asking questions provided in this session will help you prepare.
Related Topics: Sales
For Sales Leaders: Motivate Your Sales Team
Presented By: Anthony Cole
This event was recorded on Monday, May 12th, 2014.
One of the most challenging aspects of every sales manager's job is determining what motivates their sales people to drive to their next level of achievement.
Related Topics: Sales
Vendor Management Best Practices: How to Address the New Challenges & Increased Regulatory Scrutiny
Presented By:
Tom Hinkel
This event was recorded on Tuesday, April 22nd, 2014.
All FFIEC regulatory updates issued in the last two years either directly or indirectly relate to vendor management and outsourcing.
Related Topics: Compliance, Sales
How to Build a Personal & Business Work Plan
Presented By: Walt Gerano
This event was recorded on Monday, December 9th, 2013.
This one-hour webinar will help sales managers develop the critical skills needed to recruit, manage and motivate your sales force to increased levels of performance.
Related Topics: Sales
For Sales Leaders: Precision Coaching
Presented By: Walt Gerano
This event was recorded on Monday, November 4th, 2013.
Walt Gerano will help participants understand the fundamental shift in thinking that must occur to earn the followership of your team.
Related Topics: Sales