This program is an A-Z on account ownership and documentation. We will go from single party accounts to the more complex type of business accounts. It is a must for anyone who opens or manages the new account functions. Your financial institution’s signature card, documentation and authority procedures can create big liability when you do not understand the type of ownership and the checks that go with these accounts.
This webinar will benefit new accounts representatives, call service representatives, branch managers, assistant branch managers, branch administration, personal bankers, universal bankers, financial service representatives deposit operations, BSA CIP personnel, training and anyone who works with or manages the new account function.
Continuing Education (CE) Credits
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.
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 R... read more.