WEBINAR
BSA Alert

Signature Card Danger Zones Webinar

CFT Credits: 0.25

Bankers must clearly understand ownership, titling and access under your signature card contract. If you don’t, then the bank will have potential liability. This is a “must attend” webinar to learn about risks, liability and losses that can occur due to signature card contracts and, most importantly, how to avoid these issues! 

Please note that email promotion for this webinar incorrectly listed the date and time as Wednesday, June 26, 2019, from 11:00 AM – 1:00 PM.  The CORRECT date and time for this webinar is Tuesday, June 25, 2019, from 2:30 PM – 4:30 PM.  Sorry for any confusion.

Webinar Description and Audience

What would happen if you were called upon to give a deposition on a signature card for an account you opened 13 years ago at an institution for which you no longer work? What would you say when an attorney asked you to remember the customer’s intentions when you opened that account? This actually happened. A banker had placed an “X” on the signature card in between JTWROS and JTWOROS.

Learn that your signature cards are a legacy you leave the bank for many years to come. The way a signature card is set up can impact your customer’s FDIC coverage. Bankers must clearly understand ownership, titling and access under your signature card contract. If you don’t, then the bank will have potential liability. This is a “must attend” webinar to learn about risks, liability and losses that can occur due to signature card contracts and, most importantly, how to avoid these issues!

This webinar is a cost effective way to train those who open new accounts on the potential liability of signature cards that are improperly set up. You may train as many individuals as you like for one set price.

What You Will Learn:

•Understanding the five major components of a signature card
•What are the “big three” and what happens when they don’t match
•Losses, liability and what went wrong in cases where banks lost big money
•Dealing with signature card changes: white out, crossed out, etc.
•Looking for key signature card issues: offset, how to close accounts, etc.
•How a signature card set-up can cause your customer to be uninsured by the FDIC

Who Should Attend?

Customer service representatives, Branch administration, Branch managers, Tellers, Training and development staff, Compliance personnel and anyone who handles customer accounts.

Webinar Viewing 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.
IN-HOUSE:
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.

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.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar DateStart TimeEnd DateEnd TimeViewing Options - See Descriptions AbovePrice
06/25/19Archived Six Month On-Demand Recording$295.00Order
06/25/19Archived CD-ROM Video Recording$345.00Order
AnyIn-HouseRequest