1. Day 1
1.1. HR Orientation
1.2. Supervisor
1.2.1. Branch Introductions
1.2.2. Lunch w/ Team or Sup.
1.2.3. Logins/Get settled at desk
1.2.4. Branch Security Training
1.2.5. Spend time in CSR Line
2. Day 2
2.1. Kickoff w. Trainer
2.1.1. Core Values
2.1.1.1. Team Member Service Commitments
2.1.1.2. Team Member Guidelines
2.1.2. Welcome Video from Sr. Mgt
2.1.3. CSR Role/Standards
2.1.4. Review of sites:
2.1.4.1. Westernbanks.com
2.1.4.2. WestNet
2.1.4.3. Playbook
2.1.4.4. Western U
2.1.5. Setting the Expectations for training
2.1.5.1. Western U Courses
2.1.5.2. In Branch Training
2.2. Start Western U Path
2.2.1. Banking Basics
2.2.1.1. Banking Lingo
2.2.1.2. Credits/Debits
2.2.1.2.1. Ticket Overview
2.2.1.3. Parts of a Check
2.2.2. Regulations:
2.2.2.1. BSA
2.2.2.1.1. SAIR
2.2.2.1.2. CTR
2.2.2.1.3. MITR
2.2.2.2. CIP
2.2.2.3. OFAC
2.2.2.4. Reg CC
2.2.2.4.1. Holds
2.2.2.5. Wrap up with Training Buddy for Hands on of the above
2.2.3. Products/Programs - company wide
2.2.3.1. Employee Benefits
2.2.4. Endorsements
3. Day 3
3.1. Western U
3.1.1. Ownership Types
3.1.1.1. Personal
3.1.1.2. Business
3.1.2. Systems:
3.1.2.1. Navigator
3.1.2.1.1. What is a portfolio
3.1.2.2. Director
3.1.2.3. Integrated Teller
3.1.3. Non Customer
3.1.3.1. Check Cashing Policy
3.2. Supervisor
3.2.1. Discuss the systems
3.2.2. Shadow
3.2.2.1. Hands On
4. Day 4
4.1. Western U
4.1.1. Holds
4.1.1.1. Fraud Types
4.1.2. Bonds
4.2. Supervisor
4.2.1. Cash Counter
4.2.1.1. Cash Drawer
4.2.1.2. TCR
4.2.1.3. Vault
4.2.2. Hands on Practice
5. Day 5
5.1. Western U
5.1.1. Foreign Currency
5.1.2. Cash Ordering
5.1.3. Mutilated
5.2. Supervisor
6. Day 6
6.1. Western U
6.1.1. Loan Payments
6.1.2. MLS Payments
6.1.3. Elan Payments
6.1.4. Gift Cards
6.2. Wrap Up with Trainer
7. Week 2
7.1. Meet with banker to learn more about Western banking products and services if interested.
7.2. Western U
7.2.1. Enhanced Product Training
7.2.1.1. Personal
7.2.1.2. Business
7.2.1.3. Loans
7.2.1.4. Mortgage
7.2.2. Supervisor
7.2.2.1. Referral Tracking
7.2.2.2. Branch Tools
7.2.2.2.1. Coin Machine
7.2.2.2.2. Logs
7.2.2.2.3. Night Drop
8. Week 3
8.1. Western U
8.1.1. Service Training
8.1.2. Phone Etiquette
8.1.3. Overcoming Objections
8.1.4. Outlook
8.2. Supervisor
8.2.1. Mail Machine/Process
8.2.2. Printing Cashiers Checks
8.2.3. Money Order Machine