How To Avoid Signature Card Mishaps Webinar
Asset or liability? Your signature card and agreement is a legal binding contract between you and your customer. It defines legal ownership, rights of both the accountholder and the financial institution, what happens with postdated and stale dated checks and the right of set off. If handled properly it can protect the financial institution and protect the accountholder’s insurance (see complete description below).
Click Here for Webinar Description and Audience
Asset or liability? Your signature card and agreement is a legal binding contract between you and your customer. It defines legal ownership, rights of both the accountholder and the financial institution, what happens with postdated and stale dated checks and the right of set off. If handled properly it can protect the financial institution and protect the accountholder’s insurance. If set up incorrectly, the signature card is a huge liability for the financial institution and often results in the rights at the death of the customer coming out differently than the accountholder wished. Learn how to avoid signature card mishaps in this informative program.
What You Will Learn:
•Types of legal ownership on cards
•Your job as a withholding agent
•Common errors in set up
•Why signatures are critical to the agreement
•Legends, postdating, stale dating and other check issues
•What your customer is responsible for on statements
•Set off and related issues
•Rights at death
Who Should Attend?
Branch administration, customer service representatives, new accounts, compliance, branch managers any anyone who has oversight on opening of deposit accounts.
Click Here for Continuing Education Credits (CEC) Info
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.
Click Here for Viewing Option Descriptions
INCLUDES SEVEN 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. Participants can type and send their questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate in the same room.
SIX MONTH ONDEMAND VIDEO RECORDING:
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 RECORDING:
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.
Webinars can be scheduled and offered exclusively for your company. They can even be customized to best fit your needs. To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.