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Training Session Recordings

Visit the “Recorded Trainings” area of Premier View for a selection of recorded sessions available free of charge.

Training - ACH Origination System*

All times listed are in Central time.

This event is free of charge.

Asterisks denotes training for members using Premier View.

More than 20,000 financial institutions, over 725,000 corporations and millions of consumers utilize the ACH network. Learn how Alloya’s ACH Origination program can help you process your members’ recurring and nonrecurring payments online. ACH origination is an easy and cost-effective way to create monthly loan payments, transfer payments and make payroll disbursements. Discover how you can offer your business members direct access to this product with easy monitoring by your credit union staff.

Join us for this 90-minute session. Learning objectives include:

  • Creating one-time transactions
  • Processing both recurring and non-recurring ACH items using templates
  • Generating reports using search function
  • Administrative functions

Please note, ACH rules and regulations regarding origination will not be covered in this training. Alloya highly recommends completing an introduction to ACH origination prior to this training if the attendee has not had previous experience.

Register: To register for this session, please click on the registration button above. Detailed instructions will be provided upon registration.

Who Should Attend: ACH Personnel

Workshop Fee: There is no fee for product users, but registration is required.

Credits: None available

Suggested Prerequisite: None

Advance Preparation: None

Course Level: Basic

Instructional Method: Webinar

Registration Deadline: One business day prior to the workshop date.

Cancellation Policy: No charge for substitutions. Alloya reserves the right to cancel the session due to lack of participation. Advance notice will be given if the workshop is cancelled. Questions regarding refund, complaint and program cancellation policies, should be directed to training@alloyacorp.org.

Questions? Contact training@alloyacorp.org.

 

Presenter

Kristin Jaklitsch, AAP, CCUF
Trainer, Member Products
Alloya Corporate FCU

As a Training Specialist, Kristin Jaklitsch delivers product and service training to Alloya’s members, specializing in ACH Services, Coin & Currency Services, Domestic Wires, International Wires, Member to Member Transfers, Premier View Administration and Foreign Items. Kristin began her career at Alloya as a Member Services Associate in 2016 and was promoted to Product Specialist in 2019, a position where she helped create procedures and documentation for her colleagues in the Member Services Department and supported the training process for newly hired Member Service Representatives. With her deep experience in member products and training, Kristin transitioned to Alloya’s Training Department in 2021, where she has been able to further strengthen the training and education program that Alloya provides to its members.

 

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