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Bank Policies & Procedures: Do-Not-Call (PLC-240)

Provides banks with guidance on complying with FTC and FCC regulations dealing with telemarketing practices. Covers federal Do Not Call Registry, internal lists, customers and non-customers,...

Compliance TCPA Marketing +1 More...

Cyber & Information Security Overview for Employees (Individual)

While community banks are diligent in their management of cybercrimes, mitigating sophisticated cyber threats can be challenging. It is up to bank employees to understand their role in protecting...

CPE Credits: 0.50
Information Technology

Bank Policies & Procedures: Sale of Nondeposit Investments (PLM-230)

Applies to all retail sales of nondeposit products, including marketing and promotional activities. Covers objectives, scope, responsibility, minimum standards, program management, setting and...

CPE Credits: 0.50
Compliance Insurance Wealth Management/Trust/Insurance +2 More...

Teller Basics (Individual)

Banking is a people-oriented service industry. As in other service industries, customers expect quick, efficient, courteous service. However, in banking, expectations are heightened. Customers need...

CPE Credits: 0.50
Retail Banking/Frontline Deposits