Allowing Safe Deposit Box Access During a Pandemic Branch Closing Webinar

Financial institutions are dealing with unprecedented and uncertain times and are now trying to assist all of their current safe deposit box renters. Consumers are asking many questions about box access and my nationwide clients are now requesting assistance and support to comply with these unique branch closing requirements.

Did you inherit this safe deposit responsibility and are now wondering what procedures must exist? Historically, this responsibility has been routinely passed from employee to employee with very little attention given to procedures and documentation. Unfortunately only after a nationwide COVID-19 pandemic disaster occurs does management turn its attention to this area.

Whether you have 50 boxes or 5,000, this presentation provides a realistic and well-organized method of reviewing your procedures and providing safe deposit box access when your branch is closed. Your speaker knows first hand what to look for; from the most common errors to the not so common, but potentially costly mistakes. This presentation will help you review and establish your own internal vault access procedures.

What You Will Learn

  • Should renters sign a release of liability affidavit before box access is permitted?
  • Does your lease agreement contain a correct emergency vault closing clause?
  • Is regulatory approval required if branch access is permitted to enter a box?
  • What thirty (30) important items could a renter want to remove from a box?
  • What type of box renter notification should be provided to your renters?
  • What liability might occur if safe deposit box access is not permitted?
  • What health concerns must we address when granting box access?
  • What notice should be posted on your branch lobby entry door?

Who Should Attend?

This informative program will benefit branch managers, security officers, safe deposit supervisors, vault attendants, compliance officers, auditors and your in-house legal counsel.

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.

View Delivery Options

Instructor

David P. McGuinn
David P. McGuinn

David P. McGuinn, president of Safe Deposit Specialists, speaks nationwide for numerous financial associations. He is a former Senior Vice President and Cashier with over 50 years of financial experie... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Allowing Safe Deposit Box Access During a Pandemic Branch Closing Webinar0.25 Any AnyWebinarSix Month On-Demand Recording David P. McGuinn$295.00 Register Now
Allowing Safe Deposit Box Access During a Pandemic Branch Closing Webinar0.25 Any AnyWebinarCD-ROM Video Recording David P. McGuinn$345.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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