Duration: A total of ten hours of training over three days, by live webinar and digital download.
Presenters: Anne J. Cheatham, financial industry consultant; Karen Freeman, client experience officer, First Citizens National Bank; J. Scott Gupton, executive vice president and COO of INSBANK
Price: $1895.00 downloads, includes: 5 live sessions, digital downloads, all course materials and tests.
Who Should Attend? Electronic banking officers, electronic banking managers, chief administrative officers, chief operations officers, IT officers, senior technology officers, CFOs, CEOs
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 equivalent digital download(s) for the webinars you are unable to attend. You may begin the program with any of the scheduled live webinars or via digital download for any or all sessions.$1895 for first attendee, $400 for each additional attendee at 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 via digital download format; 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.
WHAT YOU'LL LEARN
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
- 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:
- Session Three: “Customer Suitability” – Outlines strategies for attracting and qualifying customers, focusing on:
- Targeting consumers and businesses
- Qualifying new customers
- Underwriting considerations
- 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:
SUMMARY OF REQUIREMENTSTo summarize, the Electronic Banking Officer Certification Program consists of 5 live sessions delivered over 3 days in a webinar format with supporting materials. You may also participate by listening to the digital downloads 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 digital download. After completing the five sessions and passing our final certification test you will receive your certification from BankersWEB and Shesunoff 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. You will be certified for a two-year period from the date you pass the final test. There is a second year continuing education certification requirement which includes attendance at additional webinars or listening to the equivalent digital downloads. 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.
YOUR CONFERENCE LEADERS
Your conference leaders for "Electronic Banking Officer Certification Program: Essential Training for an Essential Position" are Anne J. Cheatham, Karen Freeman, J. Scott Gupton.
Anne J. Cheatham has had a varied career in the financial institutions 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 financial institutions consultant working with banks in the areas listed above. She has authored or co-authored more than 10 publications for and has been a frequent speaker in the financial institutions industry having conducted training programs for bankers nationwide on behalf of BankersWeb, Jack Henry National Users Group, Tennessee Bankers Association, and BAI, as well as Sheshunoff Consulting + Solutions.
Karen Freeman has a passion for banking advancement and innovation. She is a speaker with the BankersWeb speaker series speaking regularly on evolving trends, self-service banking, marketing and emerging payment solutions. She along with two other BankersWeb speakers administer the Electronic Banking Certification Series, now in its third year.
Ms. Freeman regularly contributes to The Bank Teller/CSR Report distributed monthly through LexisNexis. This publication is structured to assist front line branch banking staff. Karen’s topics focus on customer service, sales, innovation and other financial related topics.
Karen is a client experience officer for First Citizens National Bank headquartered in Dyersburg, Tennessee. She is part of skilled team of bankers charged with deploying innovative initiatives in an emerging market for the Bank. The level of combined innovation planned, including employee structuring, technology placement, and self-service banking, has previously not been attempted within the specified Tennessee market. Her responsibilities include team leadership, market profitability, business development and sales as well as fostering the brand and culture of the bank both internally and externally within the market.
Prior to joining First Citizens National Bank, Karen served as a financial services officer for a statewide financial institution, a vice president of marketing for a community bank, and a marketing representative for a statewide commercial bank. Freeman holds a B.A. in Communication from the University of Tennessee at Martin. She, her husband, and two children reside in Bells, Tennessee.
J. Scott Gupton is executive vice president and chief operating officer of INSBANK, Nashville, TN. Scott serves as a senior officer responsible for supervising and managing the overall operations and security of the bank, facilities, employees and data and ensuring all functions are operational, efficient and compliant with state and federal regulations. His previous experience included serving as COO and principal financial officer for a community bank with responsibilities which included overseeing bank operations, accounting, financial reporting, facilities, information technology, vendor management and auditing functions. Scott’s diverse banking experience also includes 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, risk management, e banking and bank operations. He has co-authored 2 publications for a banking industry publisher, has spoken at financial industry conferences and has served as an expert witness on financial industry matters. He is currently serving as an instructor for national certification programs for both e-banking officers and tellers.
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CERTIFICATES OF PARTICIPATION
BankersWEB certificates of participation are available to everyone completing this webinar.