ComplianceOne Deposit — Introductory Training

Introductory training is required for first-time users of ComplianceOne.

View Classroom Training Schedules
View Web-Based Training Schedule

Introduction to the ComplianceOne Deposit

Our approach to software training is instructor-led and participant-centered. Skills learned in the workshop are applied and reinforced in hands-on exercises. Practice time is incorporated into the course, including supervised lab time for participants to apply and augment their skills with the software.

Duration:

• Classroom Training:  One-half day
• Web-Based Training:  Three hours in two (2) one and a half hour sessions

Options & Cost:

• Classroom Training:  $500 per workstation (either 1 or 2 people) in one of our Training Centers
  • Travel-related expenses are the responsibility of the financial institution
• Web-Based Training:  $250 per connection

Prerequisites:

• Participants should feel comfortable using a mouse and with the basic features of Microsoft® Windows® applications.
• At least one participant should have a thorough understanding of your organization's deposit policies, processes and products.
• At least one participant should be familiar with your state and federal regulations.

Course Content:

• Navigating and using the Help tools
• Entering or retrieving customer information using available database interfaces
• Processing consumer and commercial checking, savings, CD and IRA/HSA account openings
• Processing multiple account openings
• Completing supplemental account documents
• Printing rate sheets

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