1. Electronic Banking Officer Certification Program (EBOC)

Electronic Banking Officer Certification Program (EBOC)

Event ID: 2155005
Duration: A total of ten hours of training over 5 sessions
Presenter: Anne J. Cheatham, Karen Freeman, & J. Scott Gupton

Electronic Banking Officer Certification Program: Essential Training for an Essential Position

Please note that this certification program consists of 5 webinars over 3 days.

If you are unable to attend any of the live sessions on the days they have been scheduled you may utilize the on-demand recordings for the webinars you are unable to attend. You may begin the program with any of the scheduled live webinars or on-demand recordings for any or all sessions.

$1895 for the first attendee, $400 for each additional attendee at the same institution.

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 your institution and its customers.

Financial institutions have to offer a full range of electronic banking products and services 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 among them.

This is why more institutions are appointing electronic banking officers dedicated to overseeing this fast-growing, mission-critical area, and why it is essential to ensure that these key employees have the training they need to handle their new and expanded responsibilities.

Our Electronic Banking Officer Certification 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 Electronic Banking Officer Certification Program consists of five sessions offered as live webinars or on-demand recordings; supplemented by study and reference materials (available on-line); and updated as needed to reflect changes in technology, regulations and market conditions.

Employees who complete the Electronic Banking Officer Certification Program earn a prestigious professional designation awarded by BankersWeb and Sheshunoff Consulting + Solutions and with it the training that will equip them to maximize the benefits of e-banking solutions while reducing the potential risks for their financial institution and its customers.


The training sessions are clear, concise and comprehensive, with a complete set of quick reference guides and checklists accompanying each session:

  • 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
    • P2P
    • ACH origination
    • 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


To summarize, the Electronic Banking Officer Certification Program consists of 5 live sessions delivered over 3 days in an online learning format with supporting materials. You may also participate by listening to the on-demand recording of each of the sessions. If you are unable to attend all five live sessions, or you wish to further review sessions you've attended, you can utilize the on-demand recording. After completing the five sessions and passing our final certification test you will receive your certification from BankersWeb and Sheshunoff Consulting + Solutions. This will certify that you have successfully completed all of the course requirements, passed the final examination and have been certified by us as an Electronic Banking Officer. We will send you a certificate demonstrating that you have attained this important achievement. Your certification will be valid for a two-year period from the date you pass the final exam. There is a second-year continuing education certification requirement which includes attendance at additional live webinars or on-demand recordings. The cost of your second year continuing education requirement will be billed separately at the start of your second year as a BankersWeb and Sheshunoff Consulting + Solutions Certified Electronic Banking Officer.

BankersWeb.com Quality Commitment

BankersWeb, a division of CareerLearning wants you to be satisfied with your webinar. If this webinar does not meet your expectations, email us at [email protected].