Training by Topic - 1st Financial Training Services, Inc.

With more than 100 award-winning, broadcast-quality programs, 1st Financial Training offers you the most in-depth video catalog in the industry. Click on the tabs below to view a listing of our courses by subject. Click on any of the courses in blue text to get a 30 second preview of the program. To download a PDF version of our catalog, click here.

TELLER TRAINING

PROGRAM TITLE	CATALOG #
Additional Bank Products & Services (MTT5 Course 5)	MTT5-105
America's Most Wanted Drug Criminals	EC-129
Balancing Out (MTT5 Course 6)	MTT5-106
BSA Today (2 Parts)	EC-136
BSA: What Every Employee Must Know	EC-137
Banker Style: Dress Like a Professional Without Breaking the Bank	PR-108
Basic Banking Etiquette	PR-109
Cash-Handling Basics	TT-110
Checking & Savings Transactions (MTT5 Course 3)	MTT5-103
Confidentiality: Information Protection	RB-123
Detecting Counterfeits (MTT5 Course 8)	MTT5-108
Dress For Success: Your Personal Business Style	PR-111
Exploring the Basics of Banking	BAI ES-103
Forgery & Signature Verification (MTT5 Course 7)	MTT5-107
Fraud: All the Basics (Security Series)	RB-122
Handling Cash (MTT5 Course 2)	MTT5-102
How to Identify Suspicious Activities and Transactions	EC-126R
Making the Check-Cashing Decision (MTT5 Course 4)	MTT5-104
Matter of Integrity: An Ethics Program for Bankers, A	BAI ES-104
Modern Teller Training 5 (10-Part Series)	MTT5-100
Money Facts & Features	TT-111R
More Basic Banking Etiquette	PR-110
MTT5 Certification Tests, Set of 10	WB-MTT5-T
MTT5 Workbook Set Only	WB MTT5
Negotiable Instruments & Endorsements (2 Parts)	TT-103A/B
Overview of Key Deposit Regs	EC-130R
Preventing Fraud (MTT5 Course 9)	MTT5-109
Preventing New Account Fraud: Customer Identification & Verification	PB-103
Rip-Offs: Preventing Cash-Bashed Scams	RB-124
Understanding Personal & Business Banking Products	PB-101
Understanding the Check Clearing Process	TT-107
Unmasking the Forger	DL-101
What is Check Kiting?	TT-105R
You & Your Customers (MTT5 Unit 10)	MTT5-110
Your Role as a Professional Teller (MTT5 Course 1)	MTT5-101

COMPLIANCE

PROGRAM TITLE	CATALOG #
America's Most Wanted Drug Criminals	EC-129
Americans with Disabilities Act: Customer Courtesies	EC-119
BSA Today (2 Parts)	EC-136
BSA: What Every Employee Must Know	EC-137
Basic Types of Brokerage Investments	ST-121
Confidentiality: Information Protection	RB-123
CRA: Making a Difference in the Community	EC-125
CRA: What Every Employee Needs to Know	EC-117
Credit: It's in Your Control	CL-107
Executive Briefing on Strategic Security Issues	RB-126
Fair Credit Reporting Act	EC-133
Fair Lending: For All Employees	EC-122
Fair Lending: You Make the Difference	EC-135
Federal Financial Privacy Issues (3-Part Series)	EC-132-134
Gramm-Leach-Bliley Act	EC-132
How to Identify Suspicious Activities and Transactions	EC-126R
Legal & Compliance Aspects of Deposit Accounts	PB-102
Opening New Accounts: Compliance & Legal Responsibilities for Commercial Accounts	SB-103B
Opening New Accounts: Compliance & Legal Responsibilities for Retail Accounts	SB-103A
Overview of Key Deposit Regs	EC-130R
Overview of Key Lending Regs	EC-128R
Reg CC: An Overview for All Employees	EC-138
Reg E: EFT Essentials for All Employees	EC-139
Residential Mortgage Lending Series (3 Parts)	CL-110-112
Residential Mortgage Lending Part 1: Definitions, Loan Types & Lenders	CL-110
Residential Mortgage Lending Part 2: Application through Decision-Making	CL-111
Residential Mortgage Lending Part 3: Closing, Servicing & Secondary Market	CL-112
RESPA: Real Estate Settlement Procedures Act	EC-131
Right to Financial Privacy Act (Federal Financial Privacy Issues Series)	EC-134

LENDING, CREDIT & NEW BUSINESS

PROGRAM TITLE	CATALOG #
Confidentiality: Information Protection (Security Series)	RB-123
CRA: Making a Difference in the Community	EC-125
CRA: What Every Employee Needs to Know	EC-117
Credit: It's in Your Control	CL-107
Fair Lending: For All Employees	EC-122
Fair Lending: You Make the Difference	EC-135
5 Basic Sales Steps for Calling Officers (7-Part Series)	BD-108A/G
How to Reduce Loan Documentation Risk	EC-111
Overview of Key Lending Regs	EC-128R
Real Selling (5-Part Series)	SB-106
Residential Mortgage Lending Series (3 Parts)	CL-110-112
Residential Mortgage Lending Part 1: Definitions, Loan Types & Lenders	CL-110
Residential Mortgage Lending Part 2: Application through Decision-Making	CL-111
Residential Mortgage Lending Part 3: Closing, Servicing & Secondary Market	CL-112
RESPA: Real Estate Settlement Procedures Act	EC-131
Understanding Personal & Business Banking Products (Personal Banking Essentials Series)	PB-101

SECURITY TRAINING

PROGRAM TITLE	CATALOG #
ATM Security...The Critical Moment	SB-118
Bank Robbery Kits	WB ES-5
Bank Security Today 2 Series (6 Parts)	BAI BST-100
Bank Security Today 2 Workbooks (Set of 6)	WB BST
Bank Security: Kidnap/Extortion Call	RB-104
Confidentiality: Information Protection	RB-123
Crisis Response Kits	WB ES-6
Emergencies: Preparing for the Unpredictable	RB-128
Executive Briefing on Strategic Security Issues	RB-126
Extortion	RB-103
Fraud: All the Basics	RB-122
How to Identify Suspicious Activities and Transactions	EC-126R
Importance of Confidentiality	RB-101
Open With Care	BAI BST-102
Payment on Demand	BAI BST-105
Preventing New Account Fraud: Customer Identification & Verification	PB-103
Rehearsal for Robbery	BAI BST-101
Rip-Off	BAI BST-104
Rip-Offs: Preventing Cash-Bashed Scams	RB-124
Robbery: Are You Ready?	RB-121
Robbery: Teller & Management Procedures	RB-102
Robbery: What Every Employee Must Know	RB-127
Safe Deposit Security	SB-119
Security: Protection & Prevention	RB-107
Silent Alarm Response	SB-120
Surprise Package	BAI BST-106
Unmasking the Forger	DL-101

PERSONAL BANKING ESSENTIALS

PROGRAM TITLE	CATALOG #
Basic Banking Etiquette	PR-109
Cross Servicing: Making Good Things Happen For Your Customers	ST-124
Customer Retention & Service Quality	CS-103
Customer Service is a Contact Sport	CS-118
Customer Service: It's Good Business & It's Everybody's Business	CS-104
Determining Customers' Needs	PB-104
Everybody's Somebody's Customer	CS-114
5-star Service Solutions	SB-101
How to Better Serve Your Senior Customer	CS-111
How to Handle the Difficult Customer	CS-110
I Didn't Sign On to Sell! (4-part Series)	ST-125-128
I Didn't Sign On to Sell! Program 1	ST-125
I Didn't Sign On to Sell! Program 2	ST-126
I Didn't Sign On to Sell! Program 3	ST-127
I Didn't Sign On to Sell! Role-Plays Only	ST-129
In Control: How to Manage the Angry and Emotional Customer	CS-120
Key Communication Skills for the New Accounts Person	CS-109
Management Perspective on Customer Retention & Service Quality	CS-101
More Basic Banking Etiquette	PR-110
Selling in Banks: A Blueprint for Management	ST-128
Successful Customer Service & Sales	PB-105
Teamwork, Pride & Professionalism	BD-104
Telephone Receptionist	CS-112
Telephone Skills	CS-107
What Do You Do After You Say Hello?	CS-113
Would You Do Business With You?	CS-115
You & Your Customers (MTT5 Course 10)	MTT5-110
Your Image is On the Line	CS-116

CUSTOMER SERVICE

PROGRAM TITLE	CATALOG #
Basic Banking Etiquette	PR-109
Cross Servicing: Making Good Things Happen For Your Customers	ST-124
Customer Retention & Service Quality	CS-103
Customer Service is a Contact Sport	CS-118
Customer Service: It's Good Business & It's Everybody's Business	CS-104
Determining Customers' Needs	PB-104
Everybody's Somebody's Customer	CS-114
5-star Service Solutions	SB-101
How to Better Serve Your Senior Customer	CS-111
How to Handle the Difficult Customer	CS-110
I Didn't Sign On to Sell! (4-part Series)	ST-125-128
I Didn't Sign On to Sell! Program 1	ST-125
I Didn't Sign On to Sell! Program 2	ST-126
I Didn't Sign On to Sell! Program 3	ST-127
I Didn't Sign On to Sell! Role-Plays Only	ST-129
In Control: How to Manage the Angry and Emotional Customer	CS-120
Key Communication Skills for the New Accounts Person	CS-109
Management Perspective on Customer Retention & Service Quality	CS-101
More Basic Banking Etiquette	PR-110
Selling in Banks: A Blueprint for Management	ST-128
Successful Customer Service & Sales	PB-105
Teamwork, Pride & Professionalism	BD-104
Telephone Receptionist	CS-112
Telephone Skills	CS-107
What Do You Do After You Say Hello?	CS-113
Would You Do Business With You?	CS-115
You & Your Customers (MTT5 Course 10)	MTT5-110
Your Image is On the Line	CS-116

SALES TRAINING

PROGRAM TITLE	CATALOG #
Banks Should Market "The Neiman-Marcus Way"	ST-109
Basic Banking Etiquette	PR-109
Basic Types of Brokerage Investments	ST-121
Cross Sell Caper: Case of the Missing Opportunities	ST-119
Cross Servicing: Making Good Things Happen For Your Customers	ST-124
Determining Customers' Needs	PB-104
I Didn't Sign On to Sell! (4-Part Series)	ST-125-128
Key Communication Skills for the New Accounts Person	CS-109
Listening for Success	ST-114
Marketing with a Smile	ST-111
More Basic Banking Etiquette	PR-110
Selling in Banks: A Blueprint for Management	ST-128
Successful Customer Service & Sales	PB-105
You & Customers (MTT5 Course 10)	MTT5-110

ESSENTIALS OF PROFESSIONALISM

PROGRAM TITLE	CATALOG #
Additional Bank Products & Services (MTT5 Course 5)	MTT5-105
Balancing Out (MTT5 Course 6)	MTT5-106
Banker Style: Dress Like a Professional Without Breaking the Bank	PR-108
Basic Banking Etiquette	PR-109
Basic Banking Products Made Simple	OR-109
Checking & Savings Transactions (MTT5 Course 3)	MTT5-103
Cross Servicing: Making Good Things Happen For Your Customers	ST-124
Detecting Counterfeits (MTT5 Course 8)	MTT5-108
Dress for Success: Your Personal Business Style	PR-111
Everybody's Somebody's Customer	CS-114
Exploring the Basics of Banking	BAI ES-103
Financial Services: A Value-Added Business	OR-108
Forgery & Signature Verification (MTT5 Course 7)	MTT5-107
Handling Cash (MTT5 Course 2)	MTT5-102
How to be a 5-Star Professional	PR-102
How to Work with Difficult and Diverse People: A Survivor's Guide	CS-117
Importance of Account Profitability, The	OR-111
Importance of Confidentiality	RB-101
In Control: How to Manage the Angry and Emotional Customer	CS-120
Making the Check-Cashing Decision (MTT5 Course 4)	MTT5-104
Matter of Integrity: An Ethics Program for Bankers, A	BAI ES-104
More Basic Banking Etiquette	PR-109
Preventing Fraud (MTT5 Course 9)	MTT5-109
Sexual Harassment: It's Serious Business	SB-117
Understanding Personal & Business Banking Products	PB-101
Understanding the Check Clearing Process	TT-107
Understanding the Lending Process	OR-106
What Do You Do After You Say Hello?	CS-113
Workplace Violence: The Calm Before the Storm	SB-121
You & Your Customers (MTT5 Unit 10)	MTT5-110
Your Role as a Professional Teller (MTT5 Course 1)	MTT5-101

MOTIVATION & PERFORMANCE

PROGRAM TITLE	CATALOG #
Banker Style: Dress Like a Professional Without Breaking the Bank	PR-108
Basic Banking Etiquette	PR-109
Basic Banking Products Made Simple	OR-109
Communication Skills	SM-103
Cross Servicing: Making Good Things Happen For Your Customers	ST-124
Dress for Success: Your Personal Business Style	PR-111
Everybody's Somebody's Customer	CS-114
Exploring the Basics of Banking	BAI ES-103
Financial Services: A Value-Added Business	OR-108
How to be a 5-Star Professional	PR-102
How to Work with Difficult and Diverse People: A Survivor's Guide	CS-117
Importance of Account Profitability, The	OR-111
Importance of Confidentiality	RB-101
In Control: How to Manage the Angry and Emotional Customer	CS-120
Matter of Integrity: An Ethics Program for Bankers, A	BAI ES-104
More Basic Banking Etiquette	PR-110
Sexual Harassment: It's Serious Business	SB-117
Understanding Personal & Business Banking Products (Personal Banking Essentials Series)	PB-101
Understanding the Check Clearing Process	TT-107
Understanding the Lending Process	OR-106
What Do You Do After You Say Hello?	CS-113
Workplace Violence: The Calm Before the Storm	SB-121

MANAGEMENT ISSUES

PROGRAM TITLE	CATALOG #
Be Prepared to Speak	SB-124
Coaching I: Improve Employee Performance Through Coaching	SM-114
Coaching II: More Techniques to Improve Employee Performance	SM-116
Coaching: The Supervisor's Critical Role in the Training Process	TM-111/112
Communication Skills	SM-103
Delegating Responsibility	SM-108
Determining Customers' Needs	PB-104
Executive Briefing on Strategic Security Issues	RB-126
Goal Setting	SM-106
How to Motivate Your People	SM-109
How to Successfully Manage Change	SM-115
How to Work with Difficult and Diverse People: A Survivor's Guide	CS-117
I Didn't Sign On to Sell! (4-part Series)	ST-125-128
I Didn't Sign On to Sell! Program 1	ST-125
I Didn't Sign On to Sell! Program 2	ST-126
I Didn't Sign On to Sell! Program 3	ST-127
I Didn't Sign On to Sell! Role-Plays Only	ST-129
Incentives: How to Make Them Work For You	SM-111
Interviewing Skills	SM-112
Management Principles for New Women Managers	SM-102
Performance Appraisal	SM-110
Problem Focus vs. Outcome Focus	SM-107
Selection Interviewing: How to Hire the Right Person for the Job	SM-117
Selling in Banks: A Blueprint for Management	ST-128
Sexual Harassment: It's Serious Business	SB-117
Successful Customer Service & Sales	PB-105
Supervisory Training: One of the Gang	SM-101
Systematic Approach to Conducting Effective Performance Appraisals, A	SM-113
Time Management	SM-104
Workplace Violence: The Calm Before the Storm	SB-121

TRAINING MANAGEMENT TOPICS

PROGRAM TITLE	CATALOG #
Coaching: The Supervisor's Critical Role in the Training Process	TM-111/112
Conducting Effective Role Plays	TM-106
Eight Roles of the Training Manager	TM-116
5 Creative Training Techniques	TM-109
4 Tips to Improve your Presentation Skills	TM-110
How to Make Time For Training	TM-113
How to Promote Training in Your Institution	TM-102
How to Track Training Results	TM-105
Incorporating the Corporate Culture In Training	TM-115
Professionalism in Training	TM-104
10 Training Energizers You Can Bank On	TM-108
3-Step Formula for Training Design	TM-117
Training Manager: You are the Ultimate Coach	TM-114
Ways to Enhance Adult Learning	TM-107

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