Consumer and Business Deposit Account Ownership Training Webinar
You have finally received the new account training you have desperately needed and are now ready to open the account. You get all the customer information, you are ready to input the data and then the “Account Ownership” prompt appears. What do you do now? What if you check the wrong “box”? – see complete description below.
Click Here for Webinar Description and Audience
You have finally received the new account training you have desperately needed and are now ready to open the account. You get all the customer information, you are ready to input the data and then the “Account Ownership” prompt appears. What do you do now? What if you check the wrong “box”?
In this detailed two-hour webinar you will learn the difference between the ownership choices for:
•Single Party / Individual Accounts
•Multiple Party / Joint Accounts
•With Rights of Survivorship
•Trust under separate agreements
•Partnerships (General, Limited and Limited Liability)
•Limited Liability Companies
•Corporations (For Profit / Not-for-profit)
•Non profit Organizations and Associations
•When to check the “Other” box
You are encouraged to have a copy of your account agreement and signature card handy to reference during the webinar.
Who Should Attend?
All customer contact personnel, supervisors and officers whose responsibilities include opening or managing new accounts and certificates of deposit. Excellent for supervisors or officers who have recently assumed the responsibility of the new account area but have never actually worked in new accounts. Internal Auditors and Compliance Officers will find the information exceptionally beneficial as well.
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.