Deposit Operational Review Cleartouch
Offering Type
- Client Care
Level
- 4 - Optimization & Custom Training
Functional Area
- Deposits
Role
- Administration
- Back Office
Enhance your staff's expertise with a tailored Operational Review of the Cleartouch core system. This personalized training and support session focuses on your financial institution's specific products, services, and internal procedures without a predefined agenda. Each review is customized to meet the unique needs of your institution, providing your staff with practical knowledge and solutions to optimize their daily operations.
An Operational Review offers the opportunity for customized training and support, ensuring your team understands and can effectively leverage the Cleartouch system. The supported topics and focus are based on the products and services offered to your customers as well as your institution’s internal procedures and requirements.
Who is this for?
This course is ideal for managers and users of the Cleartouch core system, deposit operations staff, branch administration staff, loan administration staff, administrators of CTNA, CT Teller, Customer Source, and Cleartouch Administration, as well as frontline branch staff.
Key Benefits
- Learn best practices tailored to your institution’s structure.
- Discover ways to make your operations more efficient.
- Engage directly with bank staff for practical, hands-on learning.
- Foster cooperation across different teams within your institution.
- Improve knowledge of the capabilities of the Cleartouch system.
Focus Areas
- Checking
- Savings
- Regulatory and Compliance
Topics Covered
- Relationship Pricing
- Proof of Deposit (POD)
- Funds Availability
- Return Exceptions Processing and Overdraft Decisioning
- Deposit Item Returns
- Commercial Account Analysis
- Statements
- Sweeps
- Reports
- Retirement Accounts
- ITT Report/Savings Service Charging
- Back-up Withholding
- IRS/EOY
- Dormancy and Escheats
- Fraud
- IOLTAS
- Money Markets
Don't miss the chance to elevate your team's skills and enhance your institution's performance. Learn more about the Cleartouch Deposits Review engagement and schedule with us to transform the way you manage these vital applications.