Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Tuesday, December 13, 2022

  • 5:00 – 6:30 pm (Eastern Time)

  • 4:00 – 5:30 pm (Central Time)

  • 3:00 – 4:30 pm (Mountain Time)

  • 2:00 – 3:30 pm (Pacific Time)

Curriculum

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!

Audience: Credit analysts, personal bankers, financial service representatives, tellers, business development officers

Instructor

Founder - Osburn & Associates LLC

David Osburn

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.

Credits

1.5 CPE Credits & 1.8 AAP Credits