Customized Product Training for Financial Institutions

Your message - your content - our structure makes it all affordable.

No more need to pull people off of the job to learn about your products and services.

DVR offers a highly interactive e-learning program incorporating your products that can be accessed at any work station. This program engages the learner to study during down times or at pre-assigned times. Interactive exercises include opportunities to learn and practice including:

• Engaging Activities - This is not just text on screen. Stimulating instruction, activities, and practice exercises all based on your products.
• Accurate & Immediate Updates - When minor changes to product occur, you can easily update them yourself.
• Testing set to your product criteria and requirements.
• Cost Saving - Our programs save our customers money on new employee orientation and continual product training costs.

  Download Product Datasheet

  Contact DVR Learning
You need to upgrade your Flash Player to version 9 or newer.

Click the play arrow above to watch a product demo.

Available Product Training Suites

 Orientation
This suite is included when investing in any of the available product training suites.
  • Welcome Message from the President
    (Customer Supplied Video/Audio)
  • How to Uncover Customer Needs
  • Applying Product Features, Benefits and Values
  • Optional Treasure Hunt and Completion Status
  • Program Navigation Tips
 Lending Suite
This tool provides an evaluation of behaviors based on peer and self review in the following areas:
  • Commercial Loans
    • Commercial Credit Cards
    • Agricultural Loans
    • Lines of Credit
    • Guaranteed Loans (SBA & WHEDA)
    • Construction Loans
    • Letter of Credit
    • Equipment Loans
    • Working Capital and Other Financing
    • Real Estate Loans
    • Term Loans
  • Personal Loans
    • Auto
    • Installment
    • Personal Credit Cards
  • Mortgage Loans
    • The Home Buying Process
    • Home Purchase Options
    • Refinancing
    • Construction Loans
    • Lot Loans
    • Bridge Loans
    • Home Equity Lines of Credit
    • Home Equity Loans
 Investment/Wealth Management Suite
This suite is geared toward frontline staff to gain general understanding of each of these areas and which options best fit customer needs.
  • Introduction to Investments - Identify Customer Needs
  • Compliance - What You Can and Cannot Say
  • Mutual Funds
  • Individual Stocks
  • Corporate and Government Bonds
  • Tax Free Municipal Bonds
  • IRAs (Roth and Traditional)
  • Simple IRA plans, 401Ks, SEP, Keogh
  • College Savings Plans
  • Variable and Fixed Rate Annuities
  • Coverdale Education Savings Account (CESA)
  • Personal Trust Services
  • Estate Planning/Administration
 Convenience Services Suite
This suite includes:
  • Telephone Banking
  • Direct Deposit Services
  • Safe Deposit
  • Bank by Mail
  • Cashier and Traveler's Checks
  • Wire Transfers
  • Savings Bonds
  • Commemorative Coins
  • Internet Banking
 Personal Banking Suite
This suite includes:
  • Checking (Including Features & Benefits of Each)
    • E-Checking
    • Free Checking
    • Student Checking
    • Regular Checking
    • Interest Checking
    • Premier Checking
    • Senior Checking
  • Savings (Including Features & Benefits of Each)
    • Money Market Savings
    • Money Market Index
    • Specialty Savings
    • Youth Savings
    • Student Savings
    • Regular Savings
    • Premier Savings
  • HSAs - General Information
  • CD - General Information & Terms
  • Debit Cards / ATM Cards
    • Debit/Check Cards
    • Personal Credit Cards
    • Specialty Rewards Cards
    • College Cards
    • Secured Credit Cards
    • Accessing/Submitting Applications
  • Identity Theft Insurance
 Business Banking Suite
This suite includes:
  • Checking
    • Business/Commercial Checking
    • Small Business Checking
    • Business Checking with Interest
    • Small Business Checking with Interest
    • Organizational Checking
  • Savings
    • Business Statement Savings
    • Business Money Market Savings
    • Business Money Market Index Account
    • Business Certificates of Deposit
  • Cash Management
  • Business Debit / ATM Cards
    • Business Check/Debit Card
    • Business Cards
    • Business Travel Card
    • Purchasing Cards
    • Corporate Cards
  • Merchant Credit Card Processing
  • Employee Benefits
  • Money Fund Swap
  • Payroll Direct Deposit
    • How to access and fill out applications
 New Employee Orientation
This suite includes:
  • Company Policies
  • Dress Code
  • Telephone Etiquette
  • Safety
Copyright © 2009 DVR Learning, LLC. All rights reserved.