UPDATED Financial Industry Essentials Module 10: Sales & Service
Community financial institutions are unique because they truly know their accountholders and borrowers.
Each institution provides valuable products and
services to the community. This segment will detail best practices for
understanding the needs of accountholders and borrowers. It will detail the
importance of knowing the features and benefits of the products and services
you offer and how those can be matched with the needs of consumers and
commercial entities. Learn how to build trust and provide the elite level of
service for which community institutions are known.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.
Presented By

Brode Consulting Services, Inc.
Other Webinars That Might Interest You

Deciphering Tax Returns Part 1: Form 1040, Schedules B & C
by Timothy P. Harrington

Force-Placed Flood Insurance: Timing, Monitoring & Documenting
by Dawn Kincaid

20 Types of Legal Ownership Plus CIP, CDD & Beneficial Ownership
by Deborah L. Crawford

Identifying ACH Third-Party Senders
by Jessica Lelii

Managing & Monitoring High-Risk Accountholders
by Dawn Kincaid

Consumer Bankruptcy - Chapters 7 & 13: Special Rules, Cramdowns & Risks
by Shelli Clarkston

BSA Officer Part 2: BSA Reporting to the Board
by Dawn Kincaid

New Data Privacy Requirements: More Consumer Protections
by Dr. Kevin Streff

IRA Series: Final IRA RMD Regulations, Deadlines, Calculations, Reporting & More
by Loni Porta

Fraud Series: Internal Controls for Deposit & Check Fraud
by Shelli Clarkston
This Webinar Appears In
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC



