- Events
- Retail Banking / Consumer Lending
Calendar of Events
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Basic and Advanced IRA-Fall Session
Basic and Advanced IRA-Fall Session Patrice M. Konarik, president of Sunwest Training Corporation, will cover the basic and advanced aspects as an IRA custodian. The Day 1 basic seminar will include beginning knowledge of IRA terminology, proper IRA set-up and plan opening, qualifications and contribution limits for all IRA plan types, rollovers and transfers, and basic distribution information. The Day […]
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The Branch Management and Retail Banking Leadership Series
The Branch Management and Retail Banking Leadership Series
More than ever before, today’s retail banking leadership team is faced with a multitude of challenges and opportunities. Successful banks have branch leadership who are focused on motivating and engaging the team, building and increasing loyal customer relationships, mitigating risks through compliance and regulatory adherence, and accomplishing retail banking goals. In essence, the branch manager […]
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