Details
May 20, 2025
Payment Basics for Frontline Staff
Webinar
2:00 pm - 3:30 pm Eastern
1:00 pm - 2:30 pm Central
8:00 am - 9:30 am Hawaii
This session equips frontline staff with essential knowledge of payment operations, helping them confidently manage everyday transactions and customer inquiries. Participants will gain a solid foundation in payment processes, payment types, and procedures for handling common requests. We will cover:
- Understanding Payment Flows
- Frontline staff will learn how payments move through the financial system, from initiation to settlement. The session will break down the typical steps for various payment methods, including ACH, card transactions, checks, and wire transfers, focusing on processing timelines and key touchpoints.
- Identifying Different Types of Payments
- Participants will explore how to recognize and categorize payments such as ACH credits and debits, card payments, checks, and wires. The session will highlight the distinctive features, purposes, and common use cases of each type to enhance staff’s ability to support customers accurately and efficiently.
- Handling Stop Payment Requests
- This section will guide staff through the process of managing stop payment requests, including how to identify eligible transactions, verify customer information, and process the request correctly. The importance of compliance with bank policies and timelines will be emphasized, along with tips for minimizing errors.
$199 Member/$398 Non-Member
1.8 AAP/APRP | CTP Credits May Apply
This webinar is included in the Educational Package Plan.
