Essentials of Banking Series - Session 3 Banking Products and Services
In association with Performance Solutions, Inc., Drexler Consulting, LLC is excited to again present one of our legacy programs, Essentials of Banking, new and improved for 2026. Essentials of Banking is a six-part, interactive, virtual learning series designed to provide a complete overview of banking principles and operations. Each session is 3 hours in length. For the best training experience and learning results, attendees are highly encouraged to have their video cameras on during training. To receive a full overview of banking, it is recommended that participants attend all six sessions of the series, beginning with Session I. However, one session is not a prerequisite for another. Each session may be attended as a stand-alone class. Member registration fee $285.
Session 3: Banking Products and Services
Assessing Bank Stakeholder Needs
Defining the Customers of a Bank and Meeting their Needs
Deposit Products and Services
• Types of Deposit Accounts
• Other Retail Banking Services
• What’s New?
Loan Products and Services
• Two Basic Types of Lending
• Consumer Loan Products and Services
• Commercial Loan Products and Services
• 5 C’s of Lending and Credit Analysis
Electronic Banking
• Consumer E-Banking Products and Services
• Treasury Management Products and Services
Trust, Investments, and Insurance
• Trust Products and Services
• Investment Products and Services
• Insurance Products and Services
Corporate/Investment Banking Products and Services
Who Should Attend: New bank employees in all roles/departments and bank directors new to banking, management trainees, and bank veterans who are looking to broaden their banking knowledge.
Benefits of the Series:
• Establish a strong foundational knowledge of banking in the United States
• Expand banking skills and knowledge in a focused learning environment
• Interact and network with other bankers in a virtual environment
• Understand the variety of banking career opportunities
• Improve cross functional contributions and performance
• Prepare for Graduate Schools of Banking
• Know how your bank makes money
• Interpret your bank’s financial statements
• Define commonly used banking terminology
• Develop a mindset of service to all stakeholders
• Contribute to your bank’s growth and profitability
Attendees are required to:
• Have Zoom virtual meeting access
• Interact with facilitator and other participants in a live, virtual environment
• Actively participate in all activities and exercises
• Complete assignments
• Have a working computer with a microphone and speakers or phone access
• Participate in chat discussions
Facilitator:
Josh Collins has been creating content and facilitating courses as part of the Drexler Consulting team for the past year and a half. He has twelve years of banking experience serving in various leadership roles in retail banking, human resources, and talent development. Josh’s background includes developing and facilitating banking, customer service, and leadership and culture development training programs. Josh is a graduate of The University of Georgia and is SHRM-CP certified. Josh enjoys equipping and encouraging bankers to grow their personal skillsets and build strong teams and cultures to maximize results for themselves and the banks they serve.
Registration
Last day to register is 9/18/2026