Safe Deposit Do’s and Don’ts Webinar
The safe deposit operation is a unique, fast-changing service in the financial industry. It is the only product or service in which members of your staff do not know the value of a consumer’s assets. As a result, every vault transaction can lead to considerable liability (see complete description below).
Click Here for Webinar Description and Audience
The safe deposit operation is a unique, fast-changing service in the financial industry. It is the only product or service in which members of your staff do not know the value of a consumer’s assets. As a result, every vault transaction can lead to considerable liability. Effective procedures and sound daily practices can counteract and minimize this risk. This seminar covers the “nuts and bolts” and the recommended day-to-day operating procedures for your institution.
Dave McGuinn, a nationally recognized expert in the safe deposit area, will provide clear, concise answers to all the basic or complicated questions regarding your institution’s responsibility, liability and daily operating procedures. In addition, you will receive information about many current lawsuits and other nationwide horror stories.
What You Will Learn:
- Obtain answers to these questions and more to establish you own internal procedures.
- Why should renters be provided with a “No Insurance” disclosure form?
- Who should handle the renter’s key and container during a box access?
- What tools (purchased on EBAY) can open a renter’s safe deposit box?
- What ten items must be included in a “New Safe Deposit Renter’s Kit”?
- What liability exists if access is allowed “before or after” lobby hours?
- What five types of identification are needed on every new box rental?
- Why must safe deposit keys be maintained under strict dual control?
- What ten steps must be followed when granting access to a box?
- What ten steps must be performed when a renter closes a box?
- What are the four most important key control procedures?
- What are the four different styles of box rental contracts?
Who Should Attend?
This informative program will benefit safe deposit supervisors, full time or relief vault attendants, auditors, or any employee who works in the safe deposit area.
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:
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.
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.