On Demand Course

Banking Basics: An Overview and Refresher Training

Participants will gain a well-rounded foundation (or refresher) in the core areas of banking, supporting both new employee onboarding and ongoing knowledge development.

Learning Objectives

By the end of this session, participants will be able to:

  • Describe the core functional areas of banking, including deposits, lending, compliance, and payments.
  • Explain how these functional areas work together to support day-to-day banking operations.
  • Recognize key terminology and concepts used across the banking industry.
  • Apply foundational banking knowledge to their own role within the institution.
David Osburn 1 HR
Included with Team Membership

About This Course

This course provides a broad introduction to the banking industry, touching on the major functional areas new bankers need to understand—including deposit operations, lending, compliance, and payments. Designed as both an onboarding resource and a refresher, the session gives new employees a solid foundation while helping experienced bankers brush up on general industry knowledge across the board.


 

*This program does NOT qualify, nor meet the National Standard for NASBA accreditation. 

Your Instructor

David Osburn
David Osburn

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 bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues. His extensive professional background of over 30 years encompasses 22 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. His banking credentials include loan underwriting, loan “work-out”, management, and business development.

Training your team?

This course is covered under team memberships.

See Team Memberships
Buying for yourself?
$ 99
Included with Team Membership
Training your team?

This course is covered under team memberships.

See Team Memberships
$ 99
per attendee