Banking Basics: An Overview and Refresher Training
Banking Basics: An Overview and Refresher Training
Tuesday, April 23, 2024
2:00 – 3:00 pm (Eastern Time)
This banking webinar will provide an “introduction” to the banking industry and touch on most all aspects of banking. By attending this training session, you will develop an understanding of the following areas of banking:
- Full-service commercial banking including a brief history of the modern US 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 “Cs” of credit: capacity, capital, collateral, conditions, and character
- Investment products (FDIC and non-FDIC insured)
- Competitors in the market place
- 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
This seminar is a must for all new bankers and/or those that want to “brush up” on their general banking knowledge.
Who Should Attend:
- Credit analysts, personal bankers, financial service representatives, tellers, business development officers
Instructor
David Osburn
Osburn & Associates LLC – Founder
David L. Osburn is the Founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues. His extensive professional background of over 30 years encompasses 22 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. His banking credentials include loan underwriting, loan “work-out”, management, and business development.
Attendance verification for CE credits provided upon request.
Webinar Sponsored by BankersHUB
If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Malia Widder, (614) 610-1877.
| Registration (Member/Non-Member Pricing) |
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Webinar and Playback* ($295/$445)
*Playback has no expiration.
Additional Hookup - Registering another banker from a different location ($185/$225)
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