bankwaytm educational services catalog page ii cash management 38 credit facilities 39 escrow processing 40 loan participations 41 utilizing fraud alert capabilities 42 free recorded e-learning session descriptions 43 a day with positive pay 43 controlling data security in a2i 44 getting to know health savings accounts 45 introduction to bankway browser 46 ira basics part 1 47 ira basics part 2 48 marketing fulfillment utilizing strategic profiles 49 overview of a2i infrastructure 50 secured transaction entry stentr 51 taking advantage of account analysis 52 top ten questions about bank security 53 the bank the basics of bankway and beyond 54 module i navigation customer information basics 54 module ii teller basics 55 module iii customer service representative csr basics 56 registration information 57 educational services registration form 58
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bankwaytm educational services catalog page 6 pam is a member of the american society for training and development astd and has home schooled her children a daughter who graduated in 2003 and her son in 2007 she is currently completing her degree at western governor university in business marketing with a minor in information technologies maria santos multi media training developer areas of expertise marketing public relations and international relations maria became a member of metavante banking solutions in 2005 in the past year she has written several of our web conferences and manages much of the behind the scenes work that allows us to provide the banks with the quality and quantity web conferences we do maria was instrumental in driving the bankway 101 cd set to market outside of the work she does with metavante she is also involved in her community she started a non-profit organization named students and teachers emphasizing peace step in the tampa bay area she was also a key
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bankwaytm educational services catalog page 12 back office general ledger workshop the general ledger workshop introduces bankway s general ledger system and discusses the standard reports that are available for maintaining and monitoring a bank s financial accounting we will be incorporating the account number structure and branch set up and will be going into greater detail of the integration standards all business tasks relating to the setup and maintenance of general ledger will be covered audience new and/or recently transferred personnel who work primarily for the bank s accounting and reconcilement department objectives after successfully completing this course participants will be able to · understand and maintain the bank s chart of accounts · validate the bank s financial information · research out of balance situations balance financial accounts and complete gl transfers · request financial information and create and maintain related presentations graphs and groups · discuss
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bankwaytm educational services catalog page 18 deposit product standards the deposit product standards workshop provides users with an overview of how to set up and maintain deposit controls customer controls and some bank controls users learn the importance of the deposit and product standards and how to become more self-sufficient in maintaining bankway standards participants will learn how to keep up with bank-wide deposit specific controls so that any change necessary can be immediately applied with ease they will become skilled at customizing bankway to meet needs and objectives of the bank as a result your bank s ability to act quickly to changes in the marketplace and implement new products will be increased audience senior management operations managers and persons in charge of bank deposit controls objectives after successfully completing this course participants will be able to · · establish product standard controls maintain deposit standards such as o product standards sp
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bankwaytm educational services catalog page 24 hsa/ira regional workshops we now offer one day workshops both locally and regionally to educate participants on the newest health savings accounts and ira regulatory requirements and to explain how bankway can help safeguard your bank s operations these fast-paced workshops are presented jointly by the metavante® regulatory services and bankway educational services our goal is to provide your staff members with the ability to deliver quality and efficient customer service to those customers contributing to their iras and health savings accounts audience experienced branch managers csr s ira specialists and administrators who have completed the ira basics workshop objectives after attending one of these workshops participants will be able to · open beneficiary accounts · open health savings accounts hsas · perform trustee to trustee transfers · complete rollover requests · calculate required minimum distributions · review bankway reports r
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bankwaytm educational services catalog page 30 train the trainer the train the trainer course is designed to teach participants the fundamentals of training and how to create a learning environment that will appeal to participants and to many types of learning styles the course will include creative techniques as well as practical and logical training resolutions students will participate in individual and group activities that will help enhance their learning experience and teach them the most widely used methods to enhance training competencies audience trainers managers or anyone responsible for communicating knowledge to persons in a structured learning environment objectives upon completion of this course participants should be able to demonstrate an understanding of the following · · · · · · · · concept of training trainer s process learning styles how attitudes affect training handling resistance to change how to get a return on investment roi from training training tips and tec
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bankwaytm educational services catalog page 36 business account processing deposits the business account processing deposits course expands on the areas of processing a business account it focuses on understanding the fundamentals behind opening the business account and understanding how to maintenance accounts maintenance encompasses updating a business resolution adding holds or stop payments account status changes and more audience csr s who want to expand their knowledge in business account processing objectives after successfully completing this course participants will be able to · open a business account · understand how to title add relationships and complete the resolution portion · add or delete signers from a business account · add a stop payment to an account · change the status of an account · add a user code to an account prerequisites access to open a product functions and knowledge of basic system navigation duration 2 3 hours delivery method instructor-led e-learni
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bankwaytm educational services catalog page 42 utilizing fraud alert capabilities this e-learning session offers insight on how to prevent bank fraud utilizing bankway in this session participants will learn to create and maintain fraud and active duty alerts in addition participants will also become familiar with the bankway anti-money laundering bank secrecy act functionalities and deposit dormant standards the manage fraud and active duty alerts business task complies with the requirements of section 112 of the fact act also known as section 605a of the fair credit reporting act the functionality allows a banker to add change or delete an initial fraud alert an extended fraud alert or an active duty alert the alerts are defined as follows · · · · · aml risk level bank secrecy act deposit dormant standards dormant status service controls dormant status and dormant services audience security administration deposit operations managers objectives after successfully completing this cour
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bankwaytm educational services catalog page 48 ira basics part 2 this is the second part in a two-part series designed to give you an understanding of how bankway can assist you in opening managing and promoting iras to your bank s customers · · · · do you know how to change a customer s ira status from contribution to distribution in bankway if you need to change a customer s ira withholding amount do you know where to go using strategic profiles do you know which customers are eligible for ira contributions do you know which strategic profile assists you in identifying which customers are the right ones to target for opening new iras you will learn answers to these questions and much more about how you can benefit for ira related features such as bankway s ira portfolio manager strategic profiles and the ira contribution increase utility audience customer service representatives branch/retail bankers operations staff objectives at the end of this session you will be able to · describ
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bankwaytm educational services catalog page 54 the bank the basics of bankway and beyond the bank the basics of bankway and beyondtm is the most innovative learning tool in today s banking industry this self-directed program has an interactive visual-media component with an accompanying participant guide together these items provide a real-world simulation that maximizes your knowledge of bankwaytm learning new software can seem overwhelming but the bank is made to be enjoyable you will be able to work within simulations interact between the course and your participant guide and even try to beat the clock in some exciting activities module i navigation customer information basics this is the first of eight self-directed learning modules of the series the first part of the course covers such features as how to sign on navigating the application setting up favorites learning the terminology of bankwaytm and using the online help system bankwaytm headquarters the second portion
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