Jun 07, 2017 11:00am -
Jun 07, 2017 12:00pm

Event Description

We will be discussing loans from two perspectives. Using the scenario of a call or visit from a rate shopper, we will first create entry lines that differentiate your organization. Secondly, we will be transitioning to the credit category once a Needs Assessment has been gathered in the Day-to-Day Banking and Deposits/Investments Categories. 


This interactive session will benefit those who lead new account representatives and those who open new accounts.


If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Virtual Workshops
Early registration ends on Apr 06, 2017.
Regular registration starts on Apr 07, 2017 and ends on Jun 06, 2017.
Late registration starts on Jun 07, 2017.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $295.00$295.00$320.00
Non-Member Fee: $440.00$440.00$465.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00