Tailored for those who are already familiar with processing international wires through Premier View, this one-hour session offers invaluable tips to fine-tune your skills. During this training, we’ll unravel the complexities behind:
- The Payment Formatting Guide and how it can help identify the required information for specific countries and currencies.
- Validating IBANs in Premier View and locating the beneficiary bank.
- Navigating the search for international banks using SWIFT codes.
- Discovering how Alloya’s Member Services team can be your trusty sidekick with different requests.
Please note, this session is considered a follow-up to the “International Wire System Training”. Alloya recommends completing that training before registering for this one.
Register: To register for this session, please click on the registration button above. Detailed instructions will be provided upon registration.
Who Should Attend: Premier View International Wire Users
Workshop Fee: There is no fee for product users, but registration is required.
Credits: None available
Suggested Prerequisite: Determine before the session if your credit union must comply with the Dodd-Frank Remittance Transfer Rule.
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.