Writing New Account Procedures Webinar

During this webinar, we will take the core document from deposit accounts handbook and set up a working document so that you can tailor your procedures into the framework we will provide.

The working handbook in a word document will enable you to take hours of work out of the process. You will learn how to blend state and federal law into an efficient new account process.

Covered Topics

  • Review federal laws we have to cover in the opening of accounts
  • Learn the different ownership types that we should set up sample signature cards and screen shots for
  • You will receive a checklist for documents for every type of accounts
  • How to set up a manual like this if you are in more than one state
  • What questions should we ask and research for state law purposes
  • You will receive a template to start the hard work and lots of guidance to help you in the process
  • Updated for CDD

Who Should Attend?

This webinar will benefit training, compliance, branch operations, customer service representatives and branch personnel who would be involved in developing a new accounts procedure manual.

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.

View Delivery Options

Related Topics

Instructor

Deborah Crawford
Deborah Crawford

Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit R... read more.

Course Title Credits Start Date Start Time Delivery Type Delivery Option Instructor / Location Price
Writing a New Accounts Procedural Manual 0.25 Any Any Webinar Six Month On-Demand Recording Deborah Crawford $295.00 Register Now
Writing a New Accounts Procedural Manual 0.25 Any Any Webinar CD-ROM Video Recording Deborah Crawford $345.00 Register Now
Delivery 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.

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