20+ Years of Service to the Financial Community
The Edcomm Group
CurriculumCurriculum
Platform Training: Achieving Platform Excellence for Credit Unions

It’s All About Relationships.

What is the role of the platform professional? Good platform personnel know when to sell and when to service—and how to balance the two. They know the rules, the products and the people. That’s the easy part. The tough part? Combining it all to create great member relationships! A tall order? Yes, but not an impossible one. Achieving Platform Excellence for Credit Unions will give your platform professionals just what they need to become outstanding relationship managers.

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Minimize Training Time

Achieving Platform Excellence for Credit Unions allows you to train your platform personnel one at a time or in groups, and it minimizes the training time required before you can get your new platform personnel on the floor. Platform personnel can take the training at any location, so there is no need for travel.

In addition, Achieving Platform Excellence for Credit Unions allows you to provide training to experienced platform personnel as an on-the-job refresher of knowledge and skills.

What’s The Course Like?

Achieving Platform Excellence for Credit Unions starts at the beginning, because some platform professionals know a lot about the Credit Union and others know very little. We begin with an overview of the industry, and then address the tasks and responsibilities of the platform. Your platform personnel also learn how to sell and service your products while following policy and procedure.

What About Our Systems? What About Our Products?

Our training program is fully customizable. Our modular approach, combined with our experience with Credit Union systems, products and services, allows us to quickly and efficiently create training specifically tailored to what your people need to know.

For more information on customizing Platform Training: Achieving Platform Excellence for Credit Unions click here. Or call, toll free, 888.433.2666.

What Are The Benefits?

To get details of how Achieving Platform Excellence for Credit Unions can benefit your organization, contact one of our qualified representatives by clicking here. Or call, toll free, 888.433.2666.

Testing, Tracking, Reports And Certification.

Administration and recordkeeping is easy through Learning Link®, Edcomm’s own Learning Management System (LMS), or through any third-party LMS.

To learn more about becoming Banker's Academy Certified in Achieving Platform Excellence for Credit Unions Contact one of our qualified representatives by clicking here. Or call, toll free, 888.433.2666.

Credit Unions who bought this course also bought...

"Achieving Sales & Service Excellence for Credit Unions"
 
"Achieving Teller Excellence for Credit Unions"
 
"Focus on Compliance for Credit Unions"
 
"Focus on Bank Secrecy Act and Anti-Money Laundering for Credit Unions"
 
"Leadership: Sharing the Vision for Credit Unions"
 
What the Clients Are Saying...

As a new platform rep, this course really helped me to understand the credit union industry. I also learned that our members are the reason we are in business and that they are number one!

J. C.
Platform Representative
Credit Union name withheld

More testimonials...

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A Dynamic Training Program That Will Improve Sales and Service In Your Branches Overnight.

Documentation

Contact one of our qualified representatives by clicking here. Or call us at 1 888 433 2666 or
+1 212 631 9400.

Many of Banker's Academy's programs are already available specific to your country and your language. We will be pleased to customize any of our programs for your country and language, if they are not already available. Contact us to find out more information.

Banker's Academy also offers computer based, self study, job and career training for individuals who want to advance their careers and achieve personal goals in banking and financial services.

A Dynamic Training Program That Will Improve Sales and Service In Your Branches Overnight.

If you already have a Learning Management System (LMS), no problem! Our eLearning programs have been certified with:

  • Oracle iLearning
  • Pathlore
  • PeopleSoft
  • Pinnacle
  • Plateau
  • PLN
  • Saba
  • SAP
  • Siebel
  • Sum Total
  • TEDS
  • TFactor
  • THINQ
  • TLM
  • Vcampus
  • WBT TopClass
  • WIN
  • Alpha Learning
  • Aspen
  • CareerNet
  • Centra
  • Click2Learn
  • Docent
  • Element K
  • ELM
  • GeoLearning
  • IBM
  • KnowledgeHub
  • Knowledge Planet
  • LearnCenter
  • Learning Link
  • Lotus Workplace
  • Moodle
  • On Track
  • OutStart

Click the link to learn more about Banker's Academy Certification and Continuing Education (CE) credits.

Endorsements Partnerships & Accreditations

Association of Certified Anti-Money Laundering Specialists

Member of Association of Certified Anti-Money Laundering Specialists

New England College of Business and Finance

California Bankers Association

California Bankers Association

National Money Transmitters Association

Supporting Member of National Money Transmitters Association

ATM Industry Association

Endorsed by the ATM Industry Association

Compliance Alert

Compliance Alert Partner

Benprise

Contact Center Partner

IBM Business Partner

IBM Business Partner

Marcus Evans

Member of Marcus Evans Asian Advisory Panel

GIEOM Partner

GIEOM Partner

SightSpan

SightSpan Partner

Association of Certified Fraud Examiners

Association of Certified Fraud Examniners

Global Leaders Institute

Global Leaders Institute China Advisor