Custom payments education
Custom Payments Training for Financial Institutions
Give your team custom payments training shaped around its roles, learning goals, and preferred format. PaymentsFirst can tailor sessions for branch staff, operations teams, auditors, senior management, and boards. Choose in-person training, a live or recorded webinar, or e-learning delivered through your Learning Management System.
Request Custom TrainingA straightforward approach
Plan a custom training session
Share your audience, topic, and preferred format. PaymentsFirst will work with you to shape the training session.
Identify your team’s needs
Tell us which roles the training is for, what topics you want to cover, and what your team already knows.
Choose a delivery format
Select in-person training, a live or recorded webinar, or e-learning through your LMS.
Coordinate the details
Discuss timing and delivery. In-person sessions may be scheduled before or after the workday.
Flexible delivery
Choose the training format that fits your team
In-Person Training
Bring a session to your office or another venue you choose. Scheduling may include time before or after the workday.
A good fit for: Annual payments training, special events, and account holder education.
Live or recorded webinar training
Choose a live custom presentation or a recorded session for on-demand access.
A good fit for: Rule updates, refresher training, and focused payments topics.
E-Learning Through Your LMS
Customize a presentation with your forms, policies, and procedures, then integrate it into your Learning Management System. Your team can track the training alongside its existing in-house learnin.
A good fit for: New-hire orientation, compliance courses, and ongoing account holder education.
Sample topics
Custom payments training topics
Examples of topics that can be included in a custom training session:
- Financial elder abuse
- Error resolution and stop payments
- Origination
- Cybersecurity
- ACH basics for frontline staff
Start planning
Discuss training for your team
Tell us about your audience, topic, and preferred format. PaymentsFirst will help you plan a custom training session.