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Electronic Banking Manager Certification Program: Essential Training for an Essential Position
Webinar
10:30 AM CT
Presenter(s): Anne J. Cheatham J. Scott Gupton Karen Freeman
Duration: 1 hour
Pricing:
$1595 for the first attendee
$400 for additional attendees at same institution
Please note that this session is 5 sessions over 3 days
Wednesday, January 25, 2012 @ 10:30 AM CT
Wednesday, January 25, 2012 @ 12:30 PM CT
Thursday, January 26, 2012 @ 10:30 AM CT
Thursday, January 26, 2012 @ 12:30 PM CT
Friday, January 27, 2012 @ 10:30 AM CT
$1595 for first attendee, $400 for additional attendees at same institution
Watch the informative demo.
Electronic banking is hot! “Hot,” as in exciting, edgy and increasingly in demand by businesses and consumers. And “hot” as in risky and possibly hazardous to the touch.
Banks have to offer a full range of electronic banking products today to serve their customers and to match their competitors. But they also have to manage the significant array of risks electronic banking entails – reputation, competition, security, fraud, audit and compliance risks among them.
This is why more institutions are appointing Electronic Banking Managers dedicated to overseeing this fast-growing, mission-critical area, and why it is essential to ensure that these employees have the training they need to handle their responsibilities.
Our Electronic Banking Manager Certification Training Program combines a broad overview of electronic banking technologies and opportunities with a detailed, in-depth explanation of the strategies, policies and procedures required to implement and oversee electronic banking programs, ensure their profitability, manage their risks, and use them effectively to attract new customers and strengthen relationships with existing ones.
The program consists of five sessions offered as on-line Webinars or in a Master DVD; supplemented by study and reference materials (also available on-line); and updated as needed to reflect changes in technology, regulations and market conditions.
Employees who complete the Electronic Banking Manager Certification Training Program earn this prestigious professional designation and with it, the training that will equip them to maximize the benefits of E-banking solutions while reducing the potential risks for your bank and its customers.
The training sessions are clear, concise and comprehensive, with a complete set of quick reference guides and checklists accompanying each installment:
- Session One : “Electronic Banking Solutions” — Provides an overview of services for consumers and businesses, including:
- Internet Banking
- Online Cash Management
- Bill Pay
- Corporate Bill Pay
- P 2 P
- ACH Organization
- Mobile banking
- Remote Deposit
- Consumer capture
- Accounting Integration
- Session Two: “How to Develop an Electronic Banking Program “ ― Introduces a step-by-step guide, covering, among other issues:
- Staffing
- Policies
- Procedures
- Documentation
- Session Three: “Customer Suitability” – Outlines strategies for attracting and qualifying customers, focusing on:
- Targeting consumers and businesses
- Qualifying new customers
- Underwriting considerations
- Documentation
- Session Four: “Sales and Service” ― Provides a blueprint for developing and managing the E-banking support team:
- Defining responsibilities
- Sales and marketing strategies
- Building servicing capacity
- Developing a “service” mentality
- On-line assistance
- Session Five: “Summary and Review” — Recaps the training material to re-enforce key subject areas:
- Products
- Policies
- Sales
- Service
For additional information, please contact Karen Peterman at kpeterman@smslp.com or 1-800-477-1772
BIO: Anne Cheatham
Anne J. Cheatham has had a varied career in the banking industry. During her career, she served for over 20 years as a member of senior management in three de novo banks, each of which she helped form. She served for 3 years as a member of a bank’s Board of Directors. Anne has had responsibility for many financial and administrative areas including regulatory reporting, accounting, auditing, retail deposit and delivery services, compliance, asset liability management, bank investments, bank operations, and information technology. Ms. Cheatham is currently an independent bank consultant working with banks in the areas listed above. She attended Middle Tennessee State University and graduated with honors from School of Banking of the South at LSU, The Southeastern School of Banking at the Owen Graduate School of Management at Vanderbilt University, Tennessee Commercial Lending School and Tennessee Consumer Lending School. She has authored or co-authored more than 10 publications for AlexInformation and has been a frequent speaker in the banking industry having conducted training programs for bankers nationwide on behalf of, AlexInformation, Jack Henry National Users Group, Tennessee Bankers Association and BAI as well as Sheshunoff Consulting + Solutions.
BIO: J. Scott Gupton
J. Scott Gupton is Chief Operating Officer and Executive Vice President of Sumner Bank and Trust, Gallatin, TN. Gupton serves as a senior executive officer whose responsibilities include overseeing bank operations, accounting, financial reporting, facilities, information technology, compliance, vendor management and auditing functions. This is the second de novo bank for which he has been involved. Prior to joining Sumner Bank and Trust, Scott's diverse banking experience included operations management, relationship management and lending as well as some of his current responsibilities, at a state wide commercial bank, a large national bank and a midsized community bank.
He is a graduate of the University of TN at Knoxville with a BS in Business Administration and Marketing. He is also a graduate of The Southeastern School of Banking at the Owen Graduate School of Management at Vanderbilt University. Scott has spoken to industry groups on remote capture, merchant capture and branch capture strategies, risk assessment and risk management. He has co-authored 2 publications, has spoken at financial industry conferences and has served as an expert witness on financial industry matters.
BIO: Karen Freeman
Karen Freeman is a Vice-President & Marketing Director of Sumner Bank and Trust, Gallatin, TN. Freeman is responsible for managing the creative process associated with Sumner Bank & Trust’s campaigns and collateral. She has assisted in creating the bank’s cultural framework including the implementation of innovate banking programs & techniques designed to push SB & T above its peers. Karen is a member of the bank’s commercial sales team with expertise in areas concerning cash management and deposit account solutions. Prior to joining Sumner Bank and Trust, Freeman managed marketing efforts for a state-wide commercial bank. She holds a BA in Communications.
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