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Bank Policies and Procedures: CAN SPAM Policy (PLM-338)

Outlines the specific procedures when initiating electronic mail messages to any recipient with the primary purpose of communicating a commercial message, primarily emails whose purpose is to...

Compliance Marketing Data and Analytics +1 More...

Phishing and Ransomware (Individual)

Phishing & Ransomware are general terms for any attempt to collect personal, financial and sensitive information. The information is then used to access the targeted individual's accounts and can...

CPE Credits: 1.00
Risk Information Technology Security +1 More...

Bank Policies and Procedures: ADA Website Accessibility Accommodations Policy (PLM-327)

Addresses the need of the bank’s website to provide equal treatment to all its customers and the public under Title II of the ADA, the Rehabilitations Act of 1973, and Department of Justice (DOJ)...

CPE Credits: 1.00
ADA Information Technology Marketing

Bank Policies and Procedures: Appraisals & Evaluations (PLL-124)

Establishes guidelines to assist the bank in protecting its interest in real estate-related transactions. Includes appraiser and evaluator qualifications and selection, as well as the competency...

CPE Credits: 1.00
Mortgage Lending Commercial Lending Compliance +4 More...

Bank Policies and Procedures: Bank Owned Life Insurance (BOLI) (PLM-234)

Identifies risks inherent in the acquisition, retention, and use of BOLI. Covers specific types and limitations on BOLI, including key persons, cost recovery, split-dollar life insurance, and life...

CPE Credits: 1.00
Accounting/Finance Insurance Bank Owned Life Insurance (BOLI) +1 More...

Bank Policies and Procedures: Charitable Contributions (PLM-086)

Establishes the types of contributions the bank will grant and sets forth the budgeting and operational procedures needed to implement the policy.

CPE Credits: 1.00
Accounting/Finance

Bank Policies and Procedures: Executive Officer

Defines the relationship between the board and executive management and between executive management and the bank's other personnel. Covers hiring practices, management succession, promotions, and...

CPE Credits: 1.00
Operations

Bank Policies and Procedures: ADA General Accessibility Accommodations Policy (PLM-328)

Describes the bank’s intention to ensure that its services are accessible and accommodating to individuals with disabilities. Includes a policy statement; roles and responsibilities of bank board,...

CPE Credits: 1.00
ADA Compliance Risk +6 More...