Training Resources for Financial Institutions & Billing Companies

Customer service personnel at financial institutions and businesses are key sources of check conversion information for consumers. The videos and other training materials below are resources that can be used to educate, inform and train your staff about the process of converting checks to electronic payments through the ACH Network. (Please review our terms and conditions to see how the materials can be used.)

Back Office Conversion (BOC) Training Presentations

Download a training presentation that covers the basics of Back Office Conversion (BOC), and provides guidance on how to address customer questions about this method of check conversion.

BOC Training for Businesses

BOC Customer Service Training for Businesses
The presentation is targeted to staff at retail stores and other types of businesses, and can be used for formal or self-guided training.

Download a preview [PDF of sample slides]

Request the complete Powerpoint training presentation

BOC Training for Financial Institutions

BOC Customer Service Training for Financial Institutions
The presentation is targeted to staff at financial institutions, and can be used for formal or self-guided training.

Download a preview [PDF of sample slides]

Request the complete Powerpoint training presentation



Business Checks Ineligible for Conversion Training Presentations

Business checks with an Auxiliary On-Us field in the MICR line are ineligible for electronic conversion. Download a training presentation that covers the basics of Ineligible Business Checks, and provides guidance on how to address customer questions about this new rule.

Select from three different presentations for RDFIs, Originators/ODFIs and Customer Service Staff, which can be used for formal or self-guided training.

Gain access to the complete Powerpoint training presentations »

Training for RDFIs, ODFIS and Customer Service Staff


Accounts Receivable Entry (ARC) Training Presentations

Download a training presentation that covers the basics of Accounts Receivable Entry (ARC), explains the requirements, and provides guidance on how to address common questions that customer service representatives at billing companies and financial institutions may be asked.

ARC Training for Billing Companies

ARC Customer Service Training for Billing Companies
The presentation is targeted to staff at billing companies and other companies that receive checks through the mail or at a dropbox. The presentation can be used for formal or self-guided training.

Download a preview [PDF of sample slides]

Gain access to the complete Powerpoint training presentation »

ARC Training for Financial Institutions

ARC Customer Service Training for Financial Institutions
The presentation is targeted to staff at financial institutions, and can be used for formal or self-guided training.

Download a preview [PDF of sample slides]

Gain access to the complete Powerpoint training presentation »