RW Advantage - Webinars

Signature Card Danger Zones
Presented By:BankWebinars.com
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 27 years of combined teaching and banking experience.

Price:$265.00
Credits:2.5 CE Credits
Description:

What would happen if you were called upon to give a deposition on a signature card for an account you opened 13 years ago at an institution for which you no longer work? What would you say when an attorney asked you to remember the customer’s intentions when you opened that account? This actually happened. A banker had placed an “X” on the signature card in between JTWROS and JTWOROS.

Learn that your signature cards are a legacy you leave the bank for many years to come. The way a signature is set up can impact your customer’s FDIC coverage. Bankers must clearly understand ownership, titling and access under your signature card contract. If you don't, then the bank will have potential liability. This is a “must attend” webinar to learn about risks, liability and losses that can occur due to signature card contracts and, most importantly, how to avoid these issues!

This webinar is a cost effective way to train those who open new accounts on the potential liability of signature cards that are improperly set up. You may train as many individuals as you like for one set price.

What you will learn:

  • Understanding the five major components of a signature card
  • What are the "big three" and what happens when they don't match
  • Losses, liability and what went wrong in cases where banks lost big money
  • Dealing with signature card changes: white out, crossed out, etc.
  • Looking for key signature card issues: offset, how to close accounts, etc.
  • How a signature card set-up can cause your customer to be uninsured by the FDIC

Who should attend?

Customer service representatives, Branch administration, Branch managers, Tellers, Training and development staff, Compliance personnel and anyone who handles customer accounts

Available Sessions:

Date: Thursday, February 23, 2017
Time: 1:30pm - 3:30pm CST
Price: $265.00* < Back To Details
* Invoice will include sales tax as applicable.
$265

Attend the live session with the opportunity to ask questions of the presenter. You also receive handouts and a 7 day OnDemand weblink.

$295

Includes a weblink for unlimited viewing for 6-months after the date of the webinar as well as a link to handouts. Does not include live session.

$365

Adds access to weblink for unlimited viewing for 6-months after the date of the webinar as well as a link to handouts.

$345

CD-ROM plus Hardcopy Handouts. Free OnDemand Weblink also included. Does not include live session.

CD-ROM, including full audio/visual recording, plus Hardcopy Handouts. Free OnDemand Weblink also included.
$395

Includes the Live session, OnDemand Weblink, and Audio CD plus Hardcopy Handouts.

Contact me with more information and pricing

Access any webinar, anytime! Receive significant savings with bulk or unlimited subscription packages.

Each Additional Location adds $75 to Registration:
x $75 = $0
Total Price: $265.00
Upon registration, an invoice will be mailed to the address provided above.