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Live Webinar

90-minute live streaming program
  • October 27
  • 1:00 - 2:30 pm EST

The Basics of Banking: An Overview

October 27

Learn the fundamentals all bankers should know with helpful basics and refreshers.

This material is a must for all new bankers and/or 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.

Learning Objectives

  • You will be able to describe customer service skills and their importance in all aspects of banking.
  • You will be able to identify the types of loans.
  • You will be able to recognize the five C’s of credit.
  • You will be able to discuss banking regulations and regulatory agencies.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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

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More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CPE 1.8 including Specialized Knowledge 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for credit analysts, personal bankers, financial service representatives, tellers and business development officers.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

David L. Osburn, M.B.A., CCRA

David L. Osburn, M.B.A., CCRA

Osburn & Associates, LLC

  • Founder and managing member of Osburn & Associates, LLC
  • Practice emphasizes business training and contract CFO work
  • Conducts regular seminars, webinars, and keynote speeches covering banking, financing, credit, negotiation skills, marketing, management, and customized topics
  • National Association of Credit Management (NACM); Credential-Certified Credit & Risk Analyst (CCRA)
  • M.B.A. degree in finance and marketing; B.S. degree in finance; ABA National Commercial Lending School
  • Can be contacted at 702-655-1187, [email protected] or www.dlosburn.com
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More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 408038
Published 2020
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