ARTA Deposit — Account Operations Training for New Employees

Introductory training is required for first-time users of ARTA Deposit.

Account Operations Training Schedule

Introductory Training information

ARTA Deposit Account Operations Training for New Employees

We recognize that turnover is a fact of life for all businesses, including financial institutions. This training provides a basic introduction to account opening activities using the ARTA Deposit Documentation System.

This training is available to financial institutions that already have ARTA Deposit installed and set up within their organization, but has people who are new to using ARTA Deposit to open accounts.

Prerequisites:

Your financial institution must already be using the ARTA Deposit System within your organization.
Participants should have a basic understanding of your organization's deposit policies, processes and products.
Participants should feel comfortable using a mouse and with the basic features of Microsoft® Windows® applications.

Duration:

One-day hands-on workshop.

Course Content:

In this training we will address how to process many types of transactions using the ARTA Deposit System. This includes:

Consumer Checking
Consumer Savings
Consumer Certificates of Deposit
Business Checking with multiple signers and Authorization Resolution
New Traditional IRA
Support Documents - with and without an account opening
Print Disclosure without account opening
Review of appropriate documents

Cost:

$300 per workstation (either 1 or 2 people) in one of our Training Centers (See Schedule). Travel-related expenses are the responsibility of the financial institution.

For an assessment of your ARTA Deposit introductory training needs, or to schedule training, please contact our Training Coordination Staff at (800) 274-2711, Ext. 124002 or e-mail us at sues@wolterskluwer.com.