Bank Training Programs for Financial Professionals

Banking rules keep changing, and your staff needs learning that keeps pace. ProBank Education Services, part of Forvis Mazars, delivers bank training that helps financial professionals stay current, build confidence, and bring practical knowledge back to the job.

Four Decades of Bank Training

For more than 40 years, ProBank Education Services has helped financial institutions across the country stay ahead of regulatory change. Each year, we train over 10,000 financial industry employees through more than 1,000 educational programs.

That history gives our bank training real depth. You learn from seasoned instructors who work with these topics every day and understand the pressures your staff faces on the job.

Bank Training Formats to Fit Your Schedule

You choose how your people learn. Our bank training comes in several formats, so you can pick what suits each role, budget, and calendar.

  • In-person seminars give staff space to ask questions in the moment, work through tricky scenarios, and connect with peers who share the same challenges.
  • Virtual seminars bring the same current content to any desk, cutting travel time while keeping the live, interactive feel.
  • Webinars cover focused topics in shorter sessions, with live options tailored to your needs.
  • On-demand courses let employees learn on their own schedule, anytime and anywhere.
  • In-house training brings our programs to your location, shaped around your institution’s focus areas.

Regulatory Topics We Cover

Our bank training digs into the subjects that shape daily compliance responsibilities, including:

  • Deposits — account rules, documentation, and disclosures
  • Lending — consumer and commercial lending regulations
  • BSA/AML — currency reporting, suspicious activity, and monitoring
  • Fair Lending — equitable practices and fair treatment
  • CRA — the Community Reinvestment Act and community obligations
  • UDAAP — unfair, deceptive, or abusive acts and practices
  • IRAs — retirement account rules and reporting
  • ACH — electronic payment processing and current NACHA rules

Each session reflects current laws and the questions regulators are asking right now, so your staff walks away with knowledge they can put to work the next morning.

Bank Training for Every Role

Our content speaks to a wide range of professionals at banks and credit unions, including:

  • Compliance officers
  • BSA officers
  • Branch managers
  • Loan processors
  • Operations officers
  • New accounts personnel
  • Risk management staff
  • Executive leadership

Whether someone is new to banking or has years behind them, you’ll find sessions matched to their responsibilities.

Why Financial Institutions Choose ProBank Education Services

  • Practical focus. Sessions center on the situations your staff actually runs into, not just theory.
  • Current content. We track regulatory change closely and update programs to reflect new developments.
  • Flexible formats. From live seminars to on-demand courses, learning fits every schedule.
  • Seasoned instructors. Your people learn from professionals who work with these regulations daily and speak plainly about what they mean.

Training That Grows With Your Institution

Staff turnover, new products, and shifting rules mean training is never one-and-done. Our programs give you a steady way to keep knowledge fresh across departments, from the front line to the boardroom. Mix formats to build a learning plan that matches how your institution works.

Get Started With Bank Training Today

Seats fill quickly, so early registration helps you plan your training budget. Join fellow banking and credit union professionals and pick the format that works for your staff.

Have questions about dates, formats, or which sessions fit your roles? Call us at 800.523.4778 or contact ProBank Education Services. We’re glad to help you find the right fit.

Drive your institution’s bank training to the next level with ProBank Education Services at Forvis Mazars.

800.523.4778 ProBank Advisor® Login Contact Us