Basics of Banking: An Overview

Human Resources & Staff Training

This seminar will provide an “introduction” to the banking industry and touch on most all aspects of banking. By attending this training session, you will develop an understanding of the following areas of banking:

- Full-service commercial banking including a brief history of the modern US banking industry and how banks make money
- Products and services offered by banks including depository accounts, lending, trust department, and cash management
- Types of loans-consumer, residential, and commercial
- Investment products (FDIC and non-FDIC insured)
- & so much more!

Who Should Attend: Credit Analysts, Personal Bankers, Financial Service Representatives, Tellers, Business Development Officers

Learning Objectives

  • Explore who the competitors in the marketplace are
  • Learn customer service skills and their importance in all aspects of banking
  • Understand emerging technologies including the latest trends
  • Learn about banking regulations and regulatory agencies
  • Discover management of the bank including the ALCO, audit, and loan committees


David Osburn
Founder & Managing Member
Osburn & Associates, LLC
David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides seminars, webinars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as banking/finance/credit, negotiation skills, marketing, and management issues. His banking credentials include loan underwriting, loan “work-out”, management, and business development. Additionally, Mr. Osburn holds the professional designation of certified credit & risk analyst as granted by the National Association of Credit Management.

Webinar Fees

Pricing For Price Web Pass
Bank Member $195 $0
Bank Nonmember $395 $0
Affiliate Member $195 $0
Affiliate Nonmember $395 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


Click here to register online