Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
SKIPO Training Game
BOL Users Leslie Callaway and Melissa Langley (Sandy Spring Bank) share a game they created -- SKIPO Jeopardy -- to train their employees on Suspicious Activity, Know Your Customer, Information Security, Privacy/Identity Theft, and OFAC.There are two sets below -- choose from PDF or Word .docs)
First published on 01/15/2005