During this program, we will take the core document from the deposit/share accounts handbook and set up a working document so that you can tailor your procedures to this framework.
This webinar will help streamline the process of writing new account procedures. The working handbook is a Word document that will enable you to take hours of work out of the process. You will also learn how to blend state and federal laws into an efficient new account process.
What You’ll Learn
Who Should Attend?
This webinar will benefit training, compliance, branch operations, customer/member 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 OptionsInstructor
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.