In this self-paced training, you’ll gain need-to-know information that will get you up-to-speed fast with using Insight. Through an interactive game, you will learn how to navigate in the system as well as how easy it is to add or maintain information in Insight. Hands on practices solidify your learning experience so you can take what you learn and apply it to your job tasks. Most importantly, after completing this course, you will earn your entrance into the IBS Deposit Processing or IBS Loan Processing course. Remember, you must complete this self-paced training prior to attending any other Insight training. This course requires a PC that includes a sound card. Adobe Acrobat is required to view the accompanying training guide.
In this self-paced training, you’ll learn how IBS applications work together to make your job easier no matter what position you hold in your organization. You’ll explore IBS applications like Sales Management, Deposit Origination, Insight, Service Request Management, and others to give you an understanding of their functions and show how effectively they are integrated. The Work Queue is introduced showing you the ability to view, track, and/or assign work. Accessing IBS via single sign-on is introduced along with the concept of entitlements that further control the features available to you. You’ll search for a customer or account to obtain critical information or to initiate/perform maintenance tasks. Finally, typical tasks performed in either the branch or operations areas are demonstrated, along with hands-on exercises to master the skills presented.
In this comprehensive three-day workshop, you’ll gain need-to-know information that will get you up-to-speed fast with using IBS Deposits in Insight. Our experienced instructors show you how to navigate in the system and then show you how easy it is to add or maintain deposit information in Insight. Finally, we provide you with a brief understanding of service request workflows and using the Work Queue. Hands-on practices solidify your learning experience so you can take what you learn and apply it to your job tasks.
In this instructor-led course, you will learn how to process retirement accounts using IBS Insight. Our experienced instructors show you how to navigate in the system and then show you how easy it is to add or maintain retirement information in Insight. Hands on practices solidify your learning experience so you can take what you learn and apply it to your job tasks.
In this self-paced training, you will learn how to use Financial Transaction Management, an automated process for creating service requests that allow you to complete dollar transactions. Each service request activity contains a set of interrelated steps and tasks which are organized into a logical workflow. Your organization can define the steps and tasks within the workflow for each service request activity. When you create a service request, the system captures the date and time the request was created, and the user ID of the individual who created it.
In this self-paced course, we start by showing you how to access overdrafts within IBS Insight. Next, you’ll learn how to search for overdrawn accounts and then we help you understand the decision-making components available to you. This course will also address how to make account-level and transaction-level decisions on overdrafts.
This self-paced course provides the essentials of the new benefits and features of IBS Exceptions Processing - Nonposts functionality. This course is targeted to personnel who are experienced with IBS Exceptions and would like to know what’s available with IBS Exceptions Processing Non-Post functions.
In this instructor-led course, you’ll learn that Exceptions Processing allows you to make daily decisions online for overdrafts, old overdrafts, non-posts, stop payments, holds, special referrals, and miscellaneous returns. We also cover how it provides extensive criteria for overdraft resolution and access to background account information. This course covers the use of IBS Exceptions Desktop, IBS Insight, and IBS Exceptions applications. Be ready to practice what you learn in this comprehensive workshop.
This essential one-day course teaches you how to set up Currency Transaction Reporting to automate the process of reporting cash transactions that exceed $10,000 in any one business day to the FinCen group electronically. You’ll also learn how to use Currency Transaction Reporting on a day-to-day basis. Be ready to practice what you learn in this informative, step-by-step training. You’ll be able to take what you learn and apply it to your job tasks. Prior to attending this course, it is helpful the attendee has a basic understanding of reporting guidelines.
Learn how to apply your knowledge of IFM transfers to set up multi-tiered transfer relationships to achieve your customers’ cash flow goals. The customer base using IFM for this purpose ranges from wealthy individuals, small business, to large corporate customers. These types of IFM relationships represent a relatively small number of your organization’s sweep portfolio; however, these accounts are typically considered the most important since they are frequently the highest profile clients, have the highest balances, and provide a large share of the revenue for your organization.
In this self-paced course, you will learn how Deposit Escrow Sub Accounting (DESA) can assist you with recording, relating, processing, and reporting on multiple level relationships. These relationships can include landlord/tenant, law firms and their clients, funeral trusts, college trusts, and Section 1031 Exchange accounts. This situation-based learning revolves around a landlord/tenant relationship but can be easily adapted to other situations.
Gain an understanding of IRS Government Reporting. In this self-paced course, you’ll learn basic processing in a step-by-step approach as well as how to perform prior year corrections. We wrap it all up with a demonstration of how to use the IRS taxpayer and IRS amendment reporting features. If you process over-the-counter items and make amendments, this course is for you.
Learn the essentials of IBS Account Analysis in this extensive three-day workshop. You’ll learn how to manage analyzed accounts in Account Analysis. You’ll build your knowledge, while our experienced instructor guides you through the subtle intricacies of the relationship between Account Analysis and Bank Control. Then, you’ll take it step-by-step while learning how to maintain Account Analysis accounts and relationships in hands on practice exercises.
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