Each and every day, you as a credit union employee handle documents and cash worth thousands of dollars. You work in the only industry that handles an item that everyone wants, cash! Because of this, you must constantly be alert to what some will do to fraudulently obtain what is not theirs. A former security officer stated, "When who you work with starts looking like cash, it is time to get a new job”. This program will teach you some of the skills needed to combat losses. You will learn the one most critical item to minimizing losses and the one step which will prevent many losses from occurring.
Topics that we will discuss include:
- The Most Important Element to Reduce Losses
- A Key Process to Reduce Teller Losses
- The Three Most Important Letters And One Word To Protect An Organization
Speaker: John Baptista’s experience combines over 35 years in the financial industry, including 30 years in management, and over three decades as a trainer and consultant. As the youngest branch manager in the history of one of the largest California Banks, John recognized early the importance of customer service. From over 2000 employees, he was ranked in the top 10% for providing the best in customer service. He has also been a lender, banker and corporate trainer with a major credit union.
Lending Council members receive a 10% discount
Over $75 million - $109 per telephone connection
$7-$75 million - $89 per telephone connection
Under $7 million - $59 per telephone connection
An audio archive is available at no additional charge and can be accessed for 60 days after the live session. Instructions on accessing the archive will be sent with your connecting instructions and confirmation.
Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $7M, 50% for credit unions between $7-$75M and 25% for credit unions over $75M.
Sorry, no cancellations are allowed after connecting instructions and handout materials have been sent to registrants. Substitutions are welcomed and encouraged.