Online Training Newsletter – September 2022

Sep. 23, 2022

Introduction

Big things are happening in the Community Banker University online training world and for you as a subscriber! Please read through this newsletter carefully and contact Community Banker University with any questions.

Catalog changes for all full access plans (Standard, Custom, Premium)

As mentioned last month, we are re-organizing our course catalogs. There will also be a new look to the Course Catalog screen. Rather than the courses being listed in rows, they will now be tiles that you can click on to access the courses contained within the catalog.

The re-organization will take place the evening of Sept. 30. When you log in Monday morning, Oct. 3 and click on the Course Catalog tab, you’ll see the following catalogs:

  • Audit

  • Bank Secrecy Act

  • Bank Security

  • Communication

  • Compliance – Deposit Regulations

  • Compliance – Human Resources

  • Compliance – Lending Regulations

  • Compliance – Other

  • Customer Service/Sales

  • Finance

  • Fraud

  • General Banking

  • Health & Safety

  • HSA/IRA

  • Human Resources

  • Information Security

  • Management/Leadership

  • Marketing

  • Personal Development

  • Regulatory Required Course Bundles

  • Telephone Skills

  • Teller Training

For a list of the courses included in each catalog, view the Full Listing here. As always, to easily find a course inside the LMS, you can click on the Search Courses tab and type in a keyword to search for courses that contain the word(s) within the title or the description.

New Courses in the Full Course Catalog

In our Power Skills catalogs (previously named Soft Skills) you will note that we have broken up some of the modules into individual courses. You can now assign individual courses or the entire module. The following courses will be added to the course catalog on Oct. 1, 2022:

  • Basic Cultural Differences

  • Culture in the workplace

  • Global Communications

  • Practice Active Listening

  • What is Culture?

  • What is Your Culture?

  • Creating Winning First Impressions

  • Customer Loyalty Improvement

  • Developing Strong Customer Relationships

  • Handling Angry and Hostile Customers

  • Systematic Selling – Establishing Rapport

  • Systematic Selling – Getting the Appointment

  • Systematic Selling – Handling Obstacles

  • Systematic Selling – Identifying Objectives

  • Systematic Selling – Making a Recommendation

  • Systematic Selling – Obtaining Commitment and Following Up

  • Systematic Selling – Planning the Call

  • Coping with Change

  • Creating the Wins of Change, Getting More Satisfaction at Work

  • Enjoying Win-Win Work Relationships

  • Getting Past Stress, Worry and Anxiety

  • Making Sense of Change, Uncertainty and Stress

  • Managing Change

  • Responding Successfully to Change for Winner Results

  • Marketing and Customer Service

  • Marketing Basics for Business Websites

  • The Marketing Mix

  • Communicating Through Accents

  • Creating a Climate for Rapport

  • Effective Listening

  • Establishing Control of the Call

  • Establishing Rapport While on the Phone

  • Maintaining Rapport

  • Positive Call Management

  • Questioning Skills

  • Regaining Control of the Call

Descriptions of these courses can be found in the Detailed Course Catalog.

New Knowledge Base for Administrators and Users

We developed a better online tool for administrators and users to find help when they are unsure of how to use the Learning Management System or are having a technical issue. Beginning Oct. 1, the Community Banker University Knowledge Base can be found inside the Technical Assistance tab and clicking on the link to the CBU Online Learning Help, https://cbu.onlinelearninghelp.com/Main.

In the CBU Knowledge Base you can search for assistance in roster management, enrollments, reporting, browser assistance, and other technical help. If you need further assistance, contact a Community Banker University team member at 800-422-7285.

External Training Tracking for Customer Plan Subscribers

Custom Plan Subscriber LMS Administrators should have received an email on Sept. 8 and Sept. 29 pertaining to a new LMS feature that allows administrators and users to record training that occurs outside of ICBA's online courses. If you did not receive this email, please contact Mandy Snyder.

Here’s a summary of the new feature:

You no longer need a separate reporting system for tracking in-house or third-party training. Now, every employee in your bank will be able to track all their training in your Custom Plan LMS. As the LMS administrator you can also log training on behalf of others, should you choose. Reports can then be pulled for individual training records or for the entire bank.

If your bank does not currently subscribe to the Custom Plan and would like to upgrade your subscription to take advantage of this great new feature, please contact Lori Braegelmann.

Did You Know?

Standard Plan, Custom Plan, and Bank Compliance Bundle subscriptions end on Sept. 30, 2022. Invoices have been sent. You have several options for paying your renewal invoice.

  1. Click the link in the email to log into your icba.org account and pay the invoice with a credit card.

  2. Click the link to print the invoice and send to your accounts payable department to submit.

  3. Forward the email you receive directly to your accounts payable department, and they can either print the invoice or log into their icba.org account and pay with a credit card.

  4. Call a Community Banker University Team Member at 800-422-7285 and pay over the phone with a credit card.

We are very thankful for your subscription and continued dedication to ICBA and Community Banker University. If you have any questions, please contact us at 800-422-7285.

Reminder: If you are not renewing your subscription you will need to pull your enrollment reports by the end of the day, Sept. 30, 2022 as you will not have access to the system after this date.