Harrisburg, PA——July 25, 2007

Here are the winners of TRC Interactive's first annual Creative Training Ideas Contest!

Winners were selected based on how creatively they have incorporated BankTrainingOnline® or CreditUnionTrainingOnline® courses into their training programs.

Read about each winner by clicking on the award buttons to the right.

Chartway Federal Credit Union: 21 Days to Sales Excellence Platinum Award Welcome to 21 Days to Sales Excellence Program! It has been said that it takes 21 days to make a habit, so this concept will be used to increase the organization’s sales effectiveness. For the next three weeks employees will journey through training modules and exercises intended to develop sales ability, enhance the Members’ overall experience at Chartway and increase the employee’s income.

Format of the training program

The program has two parts, self-directed and classroom. The self-directed portion is a combinationof self-reflection, eLearning and on-the-job skill practice. The self-directed training tasks will be completed prior to branch opening or department start time so that the learning can be applied the very day that the training assignment is completed.

At the beginning of the shift, employees will invest approximately 30 minutes completing the self-directed training. The training consists of:

1. Self-Reflection Activity – respond to a series of questions (5 min.)
2. Read Study Guide (5 min.)
3. eLearning Module and Exam (15 min.)
4. Commitment Sheet - commitment to apply the information (5 min.)

After the self-directed portion of the program is complete, employees will attend a one-day workshop where the skills gained by employees during the self-directed learning will be showcased. The one-day, hands-on workshop will assist employees in solidifying the sales skills. Employees will also gain additional insight into the importance and value of the sales process to assist with goalachievement.

Program Timeline

Employees will begin the first module after thecompanion guide is received and will have three weeksto complete the self-directed portion of the program. Once the self-directed program is complete, employees will receive an Outlook appointment outlining the date, time and location of the hands-on workshop.

Training Support & Contacts

If employees need help with:

1. Training material, contact Training Support
2. eLearning module technical issues, contact Information Technology
3. General concerns (time, expectations, etc.), contact direct Supervisor

Tracking Learning Progress

The eLearning system will automatically track the modules that employees complete and record the test score. It is recommended that employees use the tracking chart below to keep track of the modules and training that has been completed, including the date and passing score. This will allow employees to quickly and easily share the training progress with his/her direct Manager so that the employee’s accomplishments can be recognized.   

21 Days to Sales Excellence Participant Feedback

• “Overall, I think this course will be very helpful for the Retail/Contact Center teams. This will give them introductory level knowledge on sales before building in more job specific sales training. Excellent course!”
• “I appreciate the opportunity to attend such an informative class.”
• “I loved this course. The right facilitator, the right classmates, and the right amount of people. Everyone participated which made the class go by smoothly and made it more interesting.”
• “I was really looking forward to the program going into it, but I came out with a lot more confidence and appreciation than I could have ever hoped. I am confident that I will be able to put the great tips to good use.”
• “I believe that the course was wonderful.”
• “I was extremely pleased with the course. I felt it had a great flow from topic to topic. I also liked the modules and templates given in the workbook.”
• “I was apprehensive about all of the role-playing. Once we finished with the role-play I realized it helped to illustrate how much I had grown through taking the course.”
• “I thought the course was very useful and that it should be incorporated into the initial training for all sales positions.”

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BLC Community Bank: Compliance Training Program Gold Award All employees are given a schedule of what compliance course(s) need to be completed during each month. The same topic is covered by all employees in order to answer questions and hold discussions at weekly staff meetings. Study Guides for each course are printed and handed out just before a new course is scheduled to begin.

In order to keep compliance training fun and interesting, some months a little surprise post-it note is placed into the pages of the Study Guides which simply says “If you find this note, bring it to me and redeem it for a prize.” When redeemed, he/she receives a small gift of cash, candy, etc. and kudos for the commitment they demonstrated by using the Study Guides and completing the course so early in the month.

Example of Schedule:

Note: the schedule does not require any courses in July or December –peak vacation months

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High Desert FCU: Stakeholders Bonus Plan Silver Award On-Line Requirements In order to receive 100% of their stakeholders reward at the end of the year, employees must complete their required on-line training courses in the quarter that they are designated. Courses for each quarter will be announced at the beginning of each quarter. For each course not passed in the designated quarter, 1% will be deducted from their stakeholders reward amount.

Training Schedules

On-line courses may be done during HDFCU working hours as allowed by the employee’s supervisor/manager. On-line courses are always accessible off-site via an internet connection at www.credituniontrainingonline.com. HDFCU Training room computers are available for use during business hours. If an employee wishes to utilize a computer in the training room, contact the training department for availability.

Exams

Passing score is 80%. A test may be taken up to three times in order to achieve a passing score. You must allow 24 hours to pass before a retake is attempted or it will not count. Any attempts beyond three will not be considered as passing, though additional attempts are allowed and encouraged for professional growth.

Grade Results

After getting to the grade screen, it is recommended that you go to file/print and print a copy for your records and retention until the end of the year.

Example of Schedule:

Credit Union Online Training Certification Tracks:

Management A Managers Role in Training Barriers to Effective Communications Delegating Getting the best from your Staff How your leadership style Affect Perf. Techniques of Planning   Teller All About Checks All About Deposits Importance of Identification Regulations for Tellers Role as a Teller Sales/NewAcct - Teller-Sales Referrals Lending Denials, Withdrawals, Incomplete Apps Home Equity Line of Credit Income Statement Analysis Lending Application Process Loan Documentation & Closing Regulation for Consumer Lending

Sales/New Accounts Listening Not Just Hearing Overcoming Objections Questioning Techniques Recommending Solutions You're in the Perfect Position Compliance - Responsibility Laws & Regulations Compliance Bank Bribery Act Check Clearing 21st Century Fair Credit Reporting Right to Privacy Act Truth in Lending USA Patriot Act Products And Services Business Products and Services Consumer Products and Services IRA Fundamentals SEP

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Chartway Federal Credit Union: Compliance Training Program Bronze Award Welcome to Compliance Training! It’s that time of year again; time to refresh your knowledge of the very important laws that regulate our organization. This year you will be able to complete the required compliance training from the comfort of your workstations on a timeline that fits your busy schedule. Let’s take a closer look at Compliance Training.

What is Compliance Training?

Compliance Training is intended for all employees of the Credit Union. There are several rules and regulations that you must be aware of in order to meet local and national legal requirements.

What is the purpose of Compliance Training?

The purpose of the training is to educate you on the rules and regulations that govern our Credit Union. You will then be able to apply this knowledge to your department to ensure compliance with the regulations.

What is the format of the training session?

The training will be delivered to you via eLearning modules on your personal computer. You will simply log in to the TRC Interactive web site and complete the modules that have been assigned to you. You will also be expected to pass the knowledge exam for each assigned course with a score of 80% or greater. If you do not pass the test the first time, you will be allowed to re-take the module and the exam.

To support you in successfully completing the exams and taking notes, this eLearning Companion Guide was developed. The Companion Guide lists supporting information for each of your assigned modules, as well as instructions for accessing the eLearning modules.

What is the time line for completing the required Compliance Training?

You can begin to take the required compliance modules on December 6th. The deadline for completing all of the assigned modules is no later than December 31st.

Who can I contact for help with Compliance Training?

If you need help with:

1. Compliance Training, contact Training Support
2. Technical issues related to the eLearning modules, contact IT
3. Chartway compliance policies/concerns, contact your direct Supervisor

Summary

While the responsibility for completing training belongs to each employee, the Training Team will be here to support you. A computer training room has been reserved for Virginia and Texas employees who are unable to complete the eLearning modules from their workstation. A list of the available dates, times and number of seats can be found on the spreadsheet.

A Training Team member will also be available to answer any questions that you may have on the required compliance training.

Tracking Compliance Training

The eLearning system will automatically track the modules that you complete and record the test score for the Training Team so that Chartway has an accurate training record for compliance purposes.

It is recommended that you use the tracking chart below to keep track of the modules that you have completed, including the date and passing score. Once you have completed all of the assigned modules, please share the tracking sheet with your direct manager so that they can recognize your accomplishment.

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