Deposit Accounts and Services Course

Course Description and Audience

The Deposit Accounts and Services course provides the tools you need to effectively open deposit accounts and help potential customers make the best account choices. It will increase your understanding of the different types of account ownership.  At the conclusion of the program participants will be able to:  understand deposit investment counseling; state the account owner’€™s rights and responsibilities; examine new account precautions; compare savings, checking, money market accounts and certificates of deposit; define individual, joint, corporate, partnership and trust account ownership; understand contributions and distributions of Traditional, Roth, Education, SEP and SIMPLE IRAs; and accurately administer decedent accounts when an owner dies testate or intestate.

Textbook chapter topics include:

  • The Role of the Account Representative
  • Opening Deposit Accounts
  • Types of Deposit Accounts
  • Single Owner Accounts
  • Joint Tenancy
  • Other Multiple Owner Accounts
  • Fiduciary Accounts
  • Retirement Plans
  • Decedent Accounts

Audience:  Financial counselors, personal bankers, supervisors, managers, tellers and customer service representatives.

Diploma and Certificate Applications

Diplomas and Certificates Applicable to the Deposit Accounts and Services course:

Related Topics

Instructor

Barbara-Jean DeLoria
Barbara-Jean DeLoria

Barbara-Jean is the Senior Vice President, Director of Mortgage for Florence Bank. She has extensive experience in all aspects of banking including retail banking, commercial lending, and credit adm... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Deposit Accounts and Services2 12/13/2021 AnyOnlineOnline Barbara-Jean DeLoria$625.00 Register Now
Deposit Accounts and Services2 02/07/2022 AnyOnlineOnline Faculty$650.00 Register Now
Deposit Accounts and Services2 04/25/2022 AnyOnlineOnline Faculty$650.00 Register Now
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