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WesPay Comes to You

The ACH network is constantly changing and many of your employees may not be familiar with ACH rules, operational procedures and issues that impact your customers. Educating your staff helps reduce risk, while in-house training provides the opportunity to customize an education program for the unique needs of your institution.

Benefits:

Convenient – bring experts to your office, on your schedule.
Reduced cost
– train as many employees as you need for the same price, and with no travel expense.
Customized for you
– educate your staff in your critical training areas.

Suggested Training Sessions

ACH Origination: What You Need to Know to Effectively Originate

Gain the tools your financial institution needs to manage risk exposure and minimize potential losses. This session provides an in-depth examination of ACH Origination and Risk Management processes as well as a broad understanding of all areas of the ACH business, with a focus on corporate Originator support. Topics covered will include critical considerations for creating effective ACH Origination policies, agreements and risk management safeguards.

ACH Risk for Cash Management or Product Personnel

Arm your Cash and Product Management staff with the proper knowledge to protect your institution, while offering more products and services to your corporate customers. Educating your Originating customers is critical to selling ACH services and other types of payment applications. This course will train your staff on the different authorization and operational requirements for ACH applications, how to properly educate customers, and ways reduce the risk for your company.

Confronting Elder Financial Abuse

Elder financial abuse is a crime. An estimated $2.9 billion is stolen annually from elders. California financial institutions are mandated reporters of suspected financial abuse of elder and dependent adults. Does your financial institution know the signs of potential abuse? Your staff may utilize this training opportunity in order to obtain tools and resources they can utilize to understand your responsibility as a mandated reporter, and protect your elders.

Corporate Internet Banking Security

Elder financial abuse is a crime. An estimated $2.9 billion is stolen annually from elders. California financial institutions are mandated reporters of suspected financial abuse of elder and dependent adults. Does your financial institution know the signs of potential abuse? Your staff may utilize this training opportunity in order to obtain tools and resources they can utilize to understand your responsibility as a mandated reporter, and protect your elders.

Frontline Training – ACH Customer Service

Your customer/member service staff is often the first point of contact for account holder questions and inquiries. It’s important they thoroughly understand ACH functionality to provide excellent service to your account holders. This session provides an overview of the ACH network from a customer/member service point of view, including participant definition, transaction flow, consumer’s rights and how these transactions differ from corporate and government transactions.

Customized Training

Don’t see anything here that fits your needs? WesPay understands that all organizations are different and your training needs may be very specific. We would be happy to work with you to create and conduct a customized training session with a curriculum that provides your institution or your clients with the knowledge and skills necessary for success. Contact us at 415-373-1195 to discuss how WesPay can create a unique program for you.

 

Contact us at
415-373-1195 to discuss how WesPay can create a unique program for you.

 

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