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Platform Essentials Training

For Customer Service Representatives to provide the service that you expect, they must be proficient in the following areas of operation: 

• Product Knowledge
• Account Ownership
• Compliance with Regulations such as DD, CC, and P
• FDIC Insurance
• Opening New Accounts
• Decedent Accounts

Platform Essentials Training will help new platform employees become comfortable in handling the requests of your customers.

Schedule and Registration Information

Choose the delivery type that best suits your needs.  Tuition includes textbook (if applicable).
Webinar times are EST.  All other class times are local time.

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