Insider's Guide to Operations Procedures - 2018
Presented by
Mary Beth Guard
Recorded on August 21, 2018
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2.0 hours
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Remember all the lessons you were taught when you were growing up about what to do and what not to do? In most instances, those life lessons included clear cut explanations of the consequences of not doing as you were told. Play with matches and you might get burned. Run with scissors and you might cut yourself. Eat too much candy and you’ll make yourself sick. Knowing what could go wrong helped you understand the importance of doing what was right.
Every banking employee needs that kind of “big picture” to connect the dots between what a policy or procedure says to do and why that is precisely what should be done. Lawsuits, losses, reputation damage, regulatory criticism, enforcement actions – those are just some of the banking consequences equivalent of the childhood burns, cuts, and tummy aches.
To do your job correctly, you need to understand the “if….then” reality -- what can happen if you don’t do something in the proper order or at the proper time or in the way the policy or procedure says to do it.
This is a program that will be filled with “Aha!” moments where attendees will nod as they realize the firm foundations upon which banking procedures are built and connect the dots between various procedures and why they exist. Everyone who deals with bank operations should attend!
Here are just a few of the "why's" we'll touch on:
WHO SHOULD ATTEND:
Employees in the operations area
Mary Beth Guard
Insider's Guide to Operations Procedures
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