Back to Events
Virtual Meetings

Essentials of Banking - Session 2

Thursday, March 7, 2024
10:00 AM - 4:00 PM (EST)

The Zoom link will distributed a few days before the program.

Event Details

In association with Performance Solutions, Inc., Drexler Consulting, LLC is excited to again present one of our legacy programs, Essentials of Banking, updated for 2024.  

Essentials of Banking is a four-part, interactive, virtual learning series designed to provide a complete overview of banking principles and operations.

Benefits of the Essentials of Banking 4-Part Program:

  • 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 as
  • Prepare for Graduate Schools of Banking
  • Much, much more!

Session 2 - March 7, 2024 | Overview of Banking

Types of Banks and Banking Organizational Structure

Roles and Responsibilities of the Board of Directors

  • Key Banking Divisions
  • Retail Banking
  • Commercial Banking
  • Trust and Investments
  • Mortgage Banking
  • Trust, Investment, and Insurance Services
  • Wealth Management
  • And More

Key Banking Departments

Compliance Management Fundamentals

  • Regulatory Expectations
  • Changing Role of Compliance

Bank Examinations

  • The Anatomy of an Exam
  • CAMELS Rating
  • Supervisory Actions
  • Deposit Accounts
  • DDA’s and Time Deposits
  • FDIC Insurance Coverage
  • Account Opening Considerations

E-Banking and Treasury Management Products and Services

For More Information:

Katharine C. Garner
Katharine C. Garner
VACB (804)673-8250

Christie Drexler is the Owner of Drexler Consulting, LLC, a financial services consulting and training business focused on developing purpose-driven, competent, servant leaders in all roles of banking. She has over 26-years of direct experience in the financial services industry, working for both community and large regional banks. Her experience has been expansive to include successfully navigating retail and commercial banking careers. Christie has served as Division President, Market President, Chief Credit Officer, Chief Retail Officer, and Regional Sales & Service Manager. She has a B.S. in Finance from Berry College and an MBA from Georgia College and State University. She is a passionate facilitator and coach who strives to live the values and leadership strategies she teaches.

Josh Collins 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. He 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.