Course

Workplace Fundamentals

Business Etiquette

Description: Business Etiquette introduces the four guiding principles of business etiquette. This course explores how to make introductions with others appropriately, describes the importance of following professional dress codes, explains how workplace behavior can affect others, and describes how the rules of business etiquette apply to work situations out of the office.

Audience: Bank personnel in the branch and administrative office environments.

Learning Objectives: After completing this course, students will be able to:

  • Define the four guiding principles of business etiquette
  • Introduce yourself or others appropriately to reflect professional hierarchy
  • Describe professional dress code and the effect of not following the code
  • Explain how workplace behavior can affect others
  • Explain how the rules of business etiquette apply to work situations out of the office

Credit: AIB: .25; ICB: 0

Price:  CBA Member: $95.00  Nonmember: $130.00

Dealing Effectively with Co-Workers

Description: Dealing Effectively with Co-Workers focuses primarily on behavior among co-workers. This course introduces information about social behavioral styles and how the different styles affect communication among co-workers. Students will identify their own base preference group and learn what creates the challenges with his/her behavioral opposite. Students will also learn strategies and guidelines for dealing with difficult co-workers and the resulting conflict.

Audience: Bank personnel at all levels.

Learning Objectives: After completing this course, students will be able to:

  • Identify elements that contribute to individual perspective
  • Describe how perspective drives actions and behaviors
  • Describe how behavior choices impact the work environment
  • Describe the characteristics and behaviors of the four base preference groups
  • Explain the differences found in the same base preference group
  • Describe how to look at things from a different perspective
  • Describe the benefits and challenges of working with behavioral opposites
  • Use the five steps to enhance the working relationship with a difficult co-worker
  • Describe the benefits of focusing on what someone else finds important

Credit: AIB: 0.5 ; ICB: 0

Price:  CBA Member: $95.00  Nonmember: $130.00

Improving Productivity

Description: Improving Productivity introduces you to the main elements of productivity, and provides you with guidelines on how to evaluate and improve productivity in your workplace. In this course you will learn how to consistently and systematically apply a six-step process to resolving productivity problems in your work environment. You begin the process by carefully investigating what events, processes, or procedures led to the problem. Once you have identified the source of the problem you will begin to look for opportunities to improve the end result. You’ll also learn that one such opportunity is understanding the value of your work group in this process. The steps you will learn about in Improving Productivity will keep you focused on what needs to be done to resolve problems and enhance current productivity levels.

Audience: Any employee that leads a work team on a full or part-time basis.

Learning Objectives: After completing this course, students will be able to:

  • Describe the manager’s role in productivity challenges for banks
  • Identify the three elements of productivity
  • Pinpoint the production problems in problem in everyday scenarios
  • Identify obstacles that are keeping your their work group from reaching optimal performance levels
  • Determine the best method to identify potential productivity obstacles through the use of interviewing, fishbone diagrams and flow charts
  • Use rating, ranking and matrix screening methods for evaluating productivity solutions
  • Describe the steps for implementing productivity solutions

Credit: AIB: .25; ICB: 0

Price:  CBA Member: $95.00  Nonmember: $130.00

Managing Change

Description: In Managing Change, you will learn about the typical effects that change events can have on individuals and organizations. It will teach you leadership strategies for approaching change. Through honing your communication skills and applying them to a four-step change communication process, the course will prepare you to better manage the impact of change. You’ll learn to identify reactions to change and address them effectively. You’ll learn how to gain commitment from others to support change and to take action. Ultimately, Managing Change will give you the skills to become a change leader in your organization.

Audience: Any employee who is leading a group in a changing environment.

Learning Objectives: After completing this course, students will be able to:

  • Distinguish between change and transition
  • Identify seven typical effects of change
  • Describe the primary reactions employees have to change events
  • Examine the three stages of change
  • Identify possible reactions to each stage of change
  • Identify the seven strategies to demonstrate change leadership
  • Identify the influence and action you can take in change situations
  • Describe the key elements of effective communication
  • Identify the four steps to communicating change effectively
  • Describe the impact of the four-step communication approach on a change event

Credit: AIB: .25; ICB: 0

Price:  CBA Member: $95.00  Nonmember: $130.00

Managing Time at Work

Description: In Managing Time at Work, you will learn how to make your time at work more productive. You’ll learn to create daily plans that focus your energies on business priorities in your workday. Additionally you’ll learn techniques to manage your work area, interruptions, telephone calls, and other daily activities that take valuable time away from your workday. You’ll be able to customize these steps and techniques into a daily planning system that works for you. By understanding these techniques and constructing your own plan, you’ll be more productive.

Audience: Bank personnel who are not currently using an organized method to plan and manage their time or who want a refresher. This includes any bank employees who are responsible for completing varied tasks in a typical day.

Learning Objectives: After completing this course, students will be able to:

  • Plan your time effectively
  • Create a task management plan
  • Organize the workspace
  • Manage interruptions and daily activities

 Credit: AIB: .25; ICB: 0

Price:  CBA Member: $95.00  Nonmember: $130.00

Meetings That Work

Description: Meetings That Work focuses on how to effectively lead meetings and use them as productive methods to communicate, solve problems, and make decisions. It covers the appropriate reasons for holding meetings; the characteristics and typical structure of meetings; principles and tools for planning, leading, and participating in meetings; and how to handle distracting problem behaviors.

Audience: Anyone who leads or participates in meetings within or outside an organization.

Learning Objectives: After completing this course, students will be able to:

  • Describe the benefits, risks, and costs of business meetings
  • List valid purposes for holding meetings
  • Evaluate a group meeting against other methods of achieving a stated purpose
  • Determine the appropriate type and number of participants to include in a meeting
  • Complete detailed steps to prepare an effective agenda
  • Evaluate alternative meeting room set-ups
  • Use key principles and specific techniques to effectively lead and participate in meetings

Credit: AIB: 0; ICB: 0

Price:  CBA Member: $95.00  Nonmember: $130.00

Presentation Skills

Description: Presentation Skills covers the basics of planning an organized, audience-focused oral presentation. The course covers the physical aspects of presenting, such as body language, voice and gestures, handling nervousness, and dealing with disruptive audience members.

Audience: Any bank employee who makes stand-up, verbal presentations to schools, community groups, business prospects, staff, senior management, and so on.

Learning Objectives: After completing this course, students will be able to:

  • Write a purpose statement for their presentation topics. 
  • Write an opening statement that catches the audience’s attention. 
  • Identify components of a presentation that gain attention and keep interest. 
  • Describe effective uses of visual aids. 
  • Define and demonstrate the benefits of using open-ended and closed-ended questions. 
  • Develop a closing statement that calls the audience to action. 
  • List methods for dealing with disruptive audience members. 
  • Identify ways to control nervousness. 
  • Demonstrate appropriate body language.
  • Deliver a presentation that meets the needs of the audience

Credit: AIB: .25; ICB: 0

Price:  CBA Member: $95.00  Nonmember: $130.00

Telephone Etiquette

Description: Telephone Etiquette covers fundamental skills and techniques for using the telephone effectively on the job. It spotlights the importance of the telephone as a business tool and provides practical tips and techniques for its effective use

Audience: Branch and administrative office staff who answer calls or who make calls to customers and other bank staff. This course is appropriate for call-center staff as an introduction to telephone skills.

Learning Objectives: After completing this course, students will be able to:

  • Prepare for typical calls
  • Set up work area to support organized telephone communications
  • Use professional call greetings
  • Use appropriate language and voice inflection during telephone conversations
  • Use questioning and listening skills that support effective telephone communication
  • Handle special telephone tasks professionally
  • Use effective skills when working with technology tools

Credit: AIB: .25 ; ICB: 0

Price:  CBA Member: $95.00  Nonmember: $130.00

Writing Bank Correspondence

Description: Writing Bank Correspondence will teach you how to write clearly and professionally. You’ll learn to plan, write, revise, and polish your writing in a systematic way. In addition, you’ll develop a sense of why certain writing is weak or ineffectual and how it can be fixed. By the end of the course, your writing will have improved, and you will have gained the tools and the confidence necessary to write the effective business correspondence required of your position.

Audience: Anyone who writes business correspondence such as letters to customers, memos, faxes, or e-mail messages.

Learning Objectives: After completing this course, students will be able to:

  • Plan for a written document
  • Draft a document that achieves a planned objective
  • Revise a document to maximize clarity and conciseness
  • Choose a format that is appropriate to the content and to the audience

Credit: AIB: .5; ICB: 0

Price:  CBA Member: $95.00  Nonmember: $130.00

Project Management Fundamentals: Second Edition

Description: Project Management Fundamentals: Second Edition teaches students to successfully managing a project through effective planning and adherence to the industry’s best practices in every step of the process. By understanding the fundamentals of project management, you will be better prepared to initiate a project in your organization and position it for success. In this course, you will identify effective project management practices and their related processes.

Audience: This course is designed for individuals whose primary job is not project management, but who manage projects on an informal basis.

Learning Objectives: After completing this course, students will be able to:

  • Identify the key processes and requirements of project management
  • Initiate a project
  • Plan for time and cost
  • Plan for project risks, communication, and change control
  • Manage a project
  • Execute the project closeout phase

Credit: AIB: .25; ICB: 0

Price:  CBA Member: $79.00  Nonmember: $105.00

Commands