ACH 101 For Frontline Staff

with
Kimberly Ellis
On-Demand
$149.00
Training Includes:
  • Certificate of Attendance
  • All resources and training materials
  • An on-demand recording will be available after the live presentation.

ACH expert Kimberly Ellis will help your frontline staff understand ACH transactions and enable them to provide exceptional customer service. Attendees will receive the necessary overview to ask their supervisors questions about how their financial institutions handle ACH transactions.

What You'll Learn

  • Why is ACH becoming even more important now?
  • How do the ACH network and its participants operate?
  • What is the typical transaction flow?
  • What are the various types of ACH exceptions?
  • How should you handle exceptions?
  • What information should frontline staff give to account holders?

Training Overview

Show frontline staff how to handle the increasing volume of ACH transactions. Provide training on the fundamentals and latest developments.

As the world has moved online over the last year, the volume of ACH transactions has skyrocketed. Account holders are increasingly demanding electronic payments. The frontline staff at your institution must understand ACH fundamentals and be aware of the latest developments to process transactions, answer questions, and ensure compliance.

  • Why is ACH becoming even more important now?
  • How do the ACH network and its participants operate?
  • What is the typical transaction flow?
  • What are the various types of ACH exceptions?
  • How should you handle exceptions?
  • What information should frontline staff give to account holders?

Who Should Attend?

  • All bank and credit union frontline staff

  • Tellers

  • Relationship managers

  • ACH operations staff

  • Operations managers

  • Operations training staff

  • Backup operations staff

  • ACH management and staff

  • Information technology staff

  • Internal auditors

  • Treasury management professionals

  • Compliance officers

  • ACH auditors

Expert Presenter

Kim Ellis

  • Director of Education at UMACHA
  • 17 years of banking experience, focusing on deposit operations and compliance management
  • AAP
  • Works with business customers in the community bank market
  • Provides assistance and support for ACH and cash management services

For Teams

Have a team that needs training? Our enterprise customers receive custom branding, reporting and analytics tools, and of course, preferred pricing.