Instructor – Suzie Jones

Suzie Jones relates to her audience. For decades, Suzie opened new accounts, managed new account teams, and provided hands-on input to the AML and BSA Committees within the bank. With over 45 years of banking and 35 years of financial planning experience, Suzie has a reputation as a highly knowledgeable and high-energy speaker with a unique ability to take technical information and make it interesting and applicable. Her real-life examples provide context and depth to complex regulations and documentation requirements.
After 22 years, Suzie recently retired as an Executive Vice President from a $65B regional bank, where she provided overall leadership and risk management to the $11B Investments Division. She partners nationally to provide new account training for individual banks, credit unions, private organizations, and 14 state banking associations.
Course Title | Start Date | Start Time | End Date | Delivery Type | Delivery Option | Instructor / Location | Price |
Opening New Accounts 3 Part Series | Any | Any | Any | Webinar | On-Demand | Suzie Jones | $769.00 |
Opening New Accounts: Documentation and Compliance - Personal and POA Accounts Webinar | Any | Any | Any | Webinar | On-Demand | Suzie Jones | $279.00 | Course Title | Start Date | Start Time | End Date | Delivery Type | Delivery Option | Location | Price |