News | CFTEA | Center for Financial Training & Education Alliance

New Course Announcement: Instant Messaging in the Workplace

May 23, 2022

As technology advances, communication morphs into something that is perhaps familiar, but different. Most people communicate using instant messages in their personal life, but how is it different in the workplace? What are the best practices for effective communication using instant messages with co-workers and what are the risks? This course examines the powerful benefit of using instant messaging effectively at work and how to ensure that we aren’t annoying co-workers by ignoring the proper use of the technology. Instant

How to Teach Your Teenager Financial Responsibility

May 20, 2022

If your teenager has started their first part-time job, begun to earn an allowance, or is eager to enter the work force, now is the time to talk about money. Financial responsibility is a lifelong lesson, but by laying down the foundation of financial smarts early, your teenager will better understand how to budget, save, and spend now and in the future. The following tips will help you teach your teen how to take responsibility for their finances. Stress the

What Is My Why? Amber Thatcher (Claremont Savings Bank)

May 20, 2022

Over and over, we hear how CFTEA has supported aspiring career seekers to advance through the various stages of their careers. 🏆 Amber Thatcher from Claremont Savings Bank explains how she has been impacted. As an Operations Specialist II, Amber is effectively using her knowledge for day-to-day tasks. A huge congratulations to Amber for gaining such a premiere status! What is your why for taking CFTEA courses? #whatismywhy

Updated and New: Essential Online Chat with Customers

May 18, 2022

Always moving forward and looking to advance our course, Fundamentals of Chat Writing, provided an excellent and new option to look at the best practices related to leveraging chat writing. CFTEA’s education committee recently reviewed the material, offered suggestions, and the course has been updated. The new course is now called Essential Online Chat with Customers. This focused customer service course outlines key points to support an enhanced customer experience that stands apart from day-to-day online interactions. This course is

Meetings…Love them…Hate them…

May 11, 2022

When it comes to the workplace, they are undeniably important. Meetings are where new ideas are born, special projects are assigned, and a lot of politics and power dynamics play out. If you are low in the pecking order meetings can be a place where you are disrespected, interrupted, ignored, or even have your ideas stolen. Research has found that this happens to women, people of color, and marginalized workers a LOT. On a more practical note, being heard is

Reminder: Semester Ending May 31, 2022

May 10, 2022

It is almost Student Award time! The deadline for completing courses to receive certificates, certifications, and diplomas is May 31, 2022. Questions or looking for your progress? Contact Tammy in our office. Looking to start your journey? Check out our educational career paths to begin the conversation today by taking the first step into a larger world! SAVE THE DATE: For health and safety, the Student Awards will be presented via Zoom on Wednesday, June 22. More details will be provided to your

Congratulations Portland Adult Ed Graduates

May 9, 2022

We always accomplish more by working together. Click Play to gain insight into the experience and hear their appreciation. The Adult Education programs in Maine have been working hard to provide high-quality education to those in the community while working to fill workforce gaps at financial institutions. At the end of the program, CFTEA awards each graduate with an ABA Today’s Teller Certificate. The Portland, Maine location completed its third group of graduates in partnership with CFTEA and area financial

Announcing 2023 Training Conference & Expo!!

May 7, 2022

The training industry’s leading conference is produced by Training magazine and Lakewood Media Group. For 45 years, the annual Training Conference has given attendees the very best in skill-building content, covering train-the-trainer essentials (design, development, delivery, management, evaluation, and measurement), eLearning, behavioral analytics, emerging technologies, and more. Training magazine is written for training and development, learning, and performance professionals and has been the preeminent voice in the training industry for more than 50 years. Training 2023 Conference & Expo February 13-15 ·

Spotlight on Success: Kari Oliver (Gorham Savings Bank)

May 6, 2022

Spotlight on Success: Kari Oliver Gorham Savings Bank Kari began her banking career as a teller in 2005 in a branch location, gained more responsibility, and then realized how much she enjoyed the challenges found supporting the branches. Today she works as the Retail Support Specialist at Gorham Savings Bank (GSB) with a focus on collaboration and efficiency. Reflecting on her CFTEA courses in her career, “Principles of Banking helped me to better understand the banking world, regulations, and in

Adding Decision Scenarios to Courses

May 5, 2022

Branching scenarios offer a dynamic way to build engagement and improve retention. Have you tried them? Innovation and engagement are key areas that CFTEA continues to focus on as we move into 2022. Branching scenarios are an interactive way to display content and test the knowledge of learners by challenging them in making a decision and observing how they react to the consequences. Each screen presents new situations and new choices. Branching scenarios also create more vivid material for your learners