|Panelist(s) Info:||Deborah Crawford (Bio)
Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 30+ years of combined teaching and banking experience.
|Credits:||2.5 CE Credits|
Sometimes the simplest error or typo can create legal ownership, insurance and access issues for your account holder. If you do not sign the signature card on a joint account, it is not insured. If you add notes to the cards or add signers after the fact, many times you can create liability for your financial institution. When you open accounts, you are tempted to accommodate account holder wishes and needs in ways that create liability for your financial institution. These do’s and don’ts may save your financial institution thousands of dollars in the future. These fundamental rules will keep your officers and your account representatives from creating liability and future losses on the deposit side of your organization.
What you will learn:
Who should attend?
This webinar will benefit new account representatives, personal bankers, branch managers, branch operations, customer service representatives and training.
Time: 10:00am - 12:00pm CST