- I9
- Personnel files
- Timecards
- Handbook
- Job descriptions
- Employee policies
Bank Secrecy Act Compliance Services
- Bank Secrecy Act Independent Review
- Bank Secrecy Act Training
Mid-America Service Corporation is pleased to present our Bank Secrecy Act compliance resources. Have the peace of mind and comfort knowing that your BSA/MIP/OFAC programs are in order. Our compliance resources are designed to save you money without losing quality. By using the most current information in the industry, the Bank Secrecy Act compliance resources will keep you and your staff trained on the most up-to-date rules, regulation and trends affecting your credit union. Mid-America Service Corporation’s BSA compliance resources can also conduct an Independent Review of your BSA/MIP/OFAC program, performed by a fully qualified BSA compliance specialist. We look forward to assisting you in satisfying all your yearly BSA/OFAC requirements.
For more information please contact Amy Kleinschmit at 800-279-6328, ext. 3964
Credit Union Sales Training: Enhancing Member ServiceThe purpose of training is to provide credit unions of all sizes and configurations with tools for increasing sales, communication, and morale. We offer a broad view of services to meet our members' needs.
Sales Training
The sales training presents a fresh treatment of the industry’s perennial “sales culture” subject. We define “sales” as new member relationships or enlargements of old ones and “sales culture” as an environment where the entire enterprise is focused on attracting, growing, and preserving member relationships.
- Senior Management Overview
- Selecting In-House Trainer
- Creating Materials for Research and Performance
- Sales Management Training
- Traditional Department Support
- Telephone Training
- Product Review Training
- Business Development Training
- Retail Sales Desk Training
- Teller Referral Training
- Call Center Training
- Weekly Sales Training
- Also available – Member Communications, Sample Letters, Identity Theft Booklets, Sample Product Manual
Member Service Training
- Recognizes an employee’s exceptional member service
- Opportunity to share member service experiences
- Fun interactive training video that rejuvenates staff
- Breaks communication barriers
- Learn to understand yourself and how to effectively communicate with others
- Uses humor to identify each different group
- Used in a professional and personal setting
Miniature/Partial Strategic Planning
The Mid-America Service Corporation provides a step-by-step approach to planning, goal setting, and training. This fee-based program utilizes the ideas of staff and volunteers to systematically look at your current situation and formulate ways in which to move forward.
The Association staff is available to do the following:
- Facilitate planning sessions for credit unions
- Conduct training for volunteers, including boards of directors and committees, on duties and responsibilities