Popular Programs

Modern Teller Training 4

Modern Teller Training 4 is the most comprehensive and current teller training series available, incorporating the best of the 3 previous editions, plus much more.

> Unit 1: Today's Professional Teller
> Unit 2: You & Your Customers
> Unit 3: Handling Money
> Unit 4: Checking Deposits & Savings Transactions
> Unit 5: Making the Check-Cashing Decision
> Unit 6: Additional Bank Products, Services & Transactions
> Unit 7: The Teller Computer System & Balancing Out
> Unit 8: Forgery & Signature Verification
> Unit 9: Detecting Couterfeits
> Unit 10: Fraud

Security Series

Our popular Security Series presents current, up-to-the-minute information on timely topics, like the latest frauds, scams and statistics. And with our new Fraud Prevention Certification, you can reassure your community that your employees are fully prepared Fraud Prevention Specialists.

> RB-121 Robbery: Are you Ready?
> RB-122 Fraud: All the Basics
> RB-123 Confidentiality: Information Protection
> RB-124 Rip-Offs: Preventing Cash-Based Scams
> RB-126 Executive Briefing on Strategic Security Issues

Personal Banking Essentials

Developed with the help of banker/advisors nationwide, this series will definitley upgrade your frontline staff's skills. Whether you use the PBE series for first-time training or refresher training, your employees will transfer the knowledge they gain from these programs to your specific products and services.

> PB-101 Understanding Personal & Business Banking Products
> PB-102 Legal & Compliance Aspects of Deposit Accounts
> PB-103 Preventing New Account Fraud: Customer Identification & Verification
> PB-104 Determining Customers' Needs
> PB-105 Successful Customer Service & Sales

I Didn't Sign On to Sell!

With more competitors entering the marketplace every day, it's essential your employees know how to keep current customers, plus know how to up-sell and cross-sell. Help your employees overcome their fear of selling & become sales stars.

> Program 1. Covers fear of selling & rejection; basic sales concepts, and the first 2 of 5 traits of a solution-oriented sales professional.

> Program 2. Covers professional sales traits 3-5; partnership selling; up-selling & cross-selling; a sales attitude & more.

> Program 3. Follows a complete sales transaction that uses a simple 5-step sales process; includes how to use open questions; shows specific phrases to use at key steps in the process.

> Selling in Banks: A Blueprint For Management. Covers what management must do to plan for sales; how to support sales; how to establish a foundation for selling success. Presented in an "informal meeting" of managers at various levels in the bank.

 


Products: Alphabetical List

A B C D E F G H I K L M N O P R S T U W Y

Title Catalog #
Additional Bank Products, Services & Transactions (MTT4 Unit 6) MTT4-106
America's Most Wanted Drug Criminals EC-129
Americans with Disabilities Act: Customer Courtesies EC-119
ATM Security...The Critical Moment (Members Only) SB-118
Bank Robbery Kits WB ES-5
Bank Secrecy Act Today (2 Parts) EC-136
Bank Security Today 2 Series (6 Parts) BAI BST-100
Bank Security Today 2 Workbooks (Set of 6) WB BST
Bank Security: Kidnap/Extortion Call RB-104
Banker Style: Dress Like a Professional Without Breaking the Bank PR-108
Banks Should Market "The Neiman-Marcus Way" ST-109
Basic Banking Etiquette PR-109
Basic Banking Products Made Simple OR-109
Basic Types of Brokerage Investments ST-121
Be Prepared to Speak (Members Only) SB-124
Business Style: Dress Like a Professional Without Breaking Your Budget GN-1P
Cash-Handling Basics TT-110
Checking Deposits and Savings Transactions (MTT4 Unit 4) MTT4-104
Close-up On Fraud BAI BST-103
Coaching I: Improve Employee Performance Through Coaching SM-114
Coaching II: More Techniques to Improve Employee Performance SM-116
Coaching: The Supervisor's Critical Role in the Training Process (Members Only) TM-111/112
Communication Skills SM-103
Conducting Effective Role Plays (Members Only) TM-106
Confidentiality: Information Protection (Security Series) RB-123
CRA: Making a Difference in the Community EC-125
CRA: What Every Employee Needs to Know EC-117
Credit: It's in Your Control CL-107
Crisis Response Kits WB ES-6
Cross Sell Caper: Case of the Missing Opportunities ST-119
Cross Servicing: Making Good Things Happen For Your Customers ST-124
Customer Retention & Service Quality CS-103
Customer Service is a Contact Sport CS-118
Customer Service: It's Good Business & It's Everybody's Business CS-104
Debt Collection By Telephone (Members Only) SB-112
Delegating Responsibility SM-108
Detecting Counterfeits (MTT4 Unit 9) MTT4-109
Detecting Leasing Fraud: Don't Let It Happen to Your Company (Members Only) SB-116
Determining Customers' Needs (Personal Banking Essentials Series) PB-104
Dress For Success: Your Personal Business Style PR-111
Eight Roles of the Training Manager (Members Only) TM-116
Emergencies (Security Series) RB-125
Energizing Your Performance CS-119
Everybody's Somebody's Customer CS-114
Executive Briefing on Strategic Security Issues (Security Series) RB-126
Exploring the Basics of Banking BAI ES-103
Extortion RB-103
Fair Credit Reporting Act (Federal Financial Privacy Issues Series) EC-133
Fair Lending: For All Employees EC-122
Fair Lending: You Make the Difference EC-135
Federal Financial Privacy Issues (3-Part Series) EC-132-134
Financial Services: A Value-Added Business OR-108
5 Basic Sales Steps for Calling Officers (7-Part Series) BD-108A/G
5 Creative Training Techniques (Members Only) TM-109
5-Star Service Solutions (Members Only) SB-101
Forgery and Signature Verification (MTT4 Unit 8) MTT4-108
Forgery Quick Reference Card WB DL-1
Forgery Quick Reference Cards (10 cards) WB DL-10
4 Tips to Improve your Presentation Skills (Members Only) TM-110
401(k): Your Retirement Plan (The Basics) (Members Only) SB-111
Fraud (MTT4 Unit 10) MTT4-110
Fraud: All the Basics (Security Series) RB-122
Goal Setting SM-106
Gramm-Leach-Bliley Act (Federal Financial Privacy Issues Series) EC-132
Handling Money (MTT4 Unit 3) MTT4-103
How to be a 5-Star Professional PR-102
How to Better Serve Your Senior Customer CS-111
How to Handle the Difficult Customer CS-110
How to Identify Suspicious Activities and Transactions EC-126R
How to Make Time For Training (Members Only) TM-113
How to Motivate Your People SM-109
How to Promote Training in Your Institution (Members Only) TM-102
How to Reduce Loan Documentation Risk EC-111
How to Successfully Manage Change SM-115
How to Track Training Results (Members Only) TM-105
How to Work with Difficult and Diverse People: A Survivor's Guide CS-117
I Didn't Sign On to Sell! (4-Part Series) ST-125-128
I Didn't Sign On to Sell! Program 1 ST-125
I Didn't Sign On to Sell! Program 2 ST-126
I Didn't Sign On to Sell! Program 3 ST-127
I Didn't Sign On to Sell! Role-Plays Only ST-129
Importance of Account Profitability, The OR-111
Importance of Confidentiality RB-101
In Control: How to Manage the Angry and Emotional Customer CS-120
Incentives: How to Make Them Work For You SM-111
Incorporating the Corporate Culture In Training (Members Only) TM-115
Interviewing Skills SM-112
Key Communication Skills for the New Accounts Person CS-109
Lease Administration Process from Origination to Termination (Members Only) SB-115
Legal & Compliance Aspects of Deposit Accounts (Personal Banking Essentials Series) PB-102
Listening for Success ST-114
Making the Check-Cashing Decision (MTT4 Unit 5) MTT4-105
Management Perspective on Customer Retention & Service Quality CS-101
Management Principles for New Women Managers SM-102
Marketing with a Smile ST-111
Master Lease and Equipment Schedule (Members Only) SB-109A
Matter of Integrity: An Ethics Program for Bankers, A BAI ES-104
Modern Teller Training 4 (10-Part Series) MTT4-100
Money Facts & Features TT-111R
More Basic Banking Etiquette PR-110
MTT4 Certification Tests, Set of 10 WB-MTT4-T
MTT4 Transparencies, Set of 100 WB MTT4-OV
MTT4 Workbook Set Only WB MTT4
Negotiable Instruments & Endorsements (2 Parts) TT-103A/B
Open With Care BAI BST-102
Opening New Accounts: Compliance & Legal Responsibilities for Commercial Accounts (Members Only) SB-103B
Opening New Accounts: Compliance & Legal Responsibilities for Retail Accounts (Members Only) SB-103A
Overview of Key Deposit Regs EC-130R
Overview of Key Lending Regs EC-128R
Payment on Demand BAI BST-105
Performance Appraisal SM-110
Personal Banking Essentials (5-Part Series) PB-100
Preventing New Account Fraud: Customer Identification & Verification (Personal Banking Essentials Series) PB-103
Problem Focus vs. Outcome Focus SM-107
Professionalism in Training (Members Only) TM-104
Real Selling (5-Part Series)(Members Only) SB-106
Reg CC Update: For Frontline Employees EC-121
Reg E Rock (Members Only) SB-108
Rehearsal for Robbery BAI BST-101
Residential Mortgage Lending Series (3 Parts) CL-110-112
Residential Mortgage Lending Part 1: Definitions, Loan Types & Lenders CL-110
Residential Mortgage Lending Part 2: Application through Decision-Making CL-111
Residential Mortgage Lending Part 3: Closing, Servicing & Secondary Market CL-112
RESPA: Real Estate Settlement Procedures Act EC-131
Right to Financial Privacy Act (Federal Financial Privacy Issues Series) EC-134
Rip-Off BAI BST-104
Rip-Offs: Preventing Cash-Bashed Scams (Security Series) RB-124
Robbery: Are You Ready? (Security Series) RB-121
Robbery: Teller & Management Procedures RB-102
Safe Deposit Liability & Legal Issues (Members Only) SB-104
Safe Deposit Procedures: 10 Keys to Improvement (Members Only) SB-105
Safe Deposit Security (Members Only) SB-119
Security: Protection & Prevention RB-107
Selection Interviewing: How to Hire the Right Person for the Job SM-117
Selling in Banks: A Blueprint for Management (I Didn't Sign On to Sell Series) ST-128
Sexual Harassment: It's Serious Business (Members Only) SB-117
Silent Alarm Response (Members Only) SB-120
Success Through Self-Esteem TT-108
Successful Customer Service & Sales (Personal Banking Essentials Series) PB-105
Supervisory Training: One of the Gang SM-101
Supplemental Documents & UCC Article 2A (Members Only) SB-109B
Surprise Package BAI BST-106
Systematic Approach to Conducting Effective Performance Appraisals, A SM-113
Teamwork, Pride & Professionalism BD-104
Telephone Receptionist CS-112
Telephone Skills CS-107
Teller Computer System and Balancing Out, The (MTT4 Unit 7) MTT4-107
10 Training Energizers You Can Bank On (Members Only) TM-108
3-Step Formula for Training Design (Members Only) TM-117
Time Management SM-104
Today's Professional Teller (MTT4 Unit 1) MTT4-101
Training Manager: You are the Ultimate Coach (Members Only) TM-114
Understanding Personal & Business Banking Products (Personal Banking Essentials Series) PB-101
Understanding the Check Clearing Process TT-107
Understanding the Lending Process OR-106
Unmasking the Forger DL-101
Ways to Enhance Adult Learning (Members Only) TM-107
What Do You Do After You Say Hello? CS-113
What is Check Kiting? TT-105R
Workplace Violence: The Calm Before the Storm (Members Only) SB-121
Would You Do Business With You? CS-115
You and Your Customers (MTT4 Unit 2) MTT4-102
Your Image is On the Line CS-116
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