ACH 101 For Frontline Staff

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?
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INFORMATION
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?
Recommended Audience
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
What's included
Training includes
  • Certificate of Attendance
  • All resources and training materials
About

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