CBA’s Education Committee would like to invite our banks to participate in Georgia’s only frontline training series. Each of the six sessions will cover the necessary training topics to provide knowledge, skills and insight to successfully serve your customers. The frontline focused training series will support functional job responsibilities, compliance, combating fraud and maintaining sound banking practices. The teaching methods and resources that will be shared will support results-oriented training for community banks. 


Register by March 13 to receive all the benefits from this series. This package is for all six sessions.  

Regulation E – Keeping it Simple for the Bank and for our Customers!


When you think about Regulation E, you may say that it’s anything but simple – too many moving parts!  In this course, our instructor, Lisa Berry, will break down those moving parts in order to truly understand the regulation AND then we can have helpful conversations with our customers. 

Our topics will include:

  • Regulation E – a plain language description.
  • The bank services Regulation E affects and the disclosures that are required.
  • Understanding when unauthorized transactions are covered by Regulation E (and when they are not).
  • True stories from audits and examinations – how we can prevent those violations.

We will work through some of those real-life transactions – from the Bank’s standpoint and from the customer’s perspective.
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This session focuses on communicating with excellence and resolving customer complaints to ensure we build client loyalty. With the continued decline in branch transactions, it is critical that we maximize our opportunities with customers in front of us. Many of those opportunities will be in the form of complaints or a customer needing a banker to help resolve an issue. Topics will include:

  • Communication - More than Words
  • How to Handle Different Styles of Communication
  • Communicating Between Branch Visits
  • Be Prepared for Customer Complaints
  • Types of Conflict Resolution
  • Building Loyalty with Quality Complaint Resolution
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Session Schedule:
All 6 sessions will run on this schedule:
4:00pm – Log ins Begin
4:30pm – Program Begins
6:00pm Program Adjourns

Pricing:
2025 CBA Compliance Package Special Price - $1,750
2025 CBA Member Series Price - $2,250

Registration includes unlimited banker participation plus 60 days access to the session recording following the program.

Who Should Attend?
Frontline community bankers including, Tellers, Customer Service Representatives, Branch Managers, Universal Bankers and Personal Bankers.

Frontline Series Speakers

  • Lisa Berry
    Lisa Berry
    CRCM, CCBCO (205)461-1199
    Session 1 / March 13
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