Patrice M. Konarik, CFP, is president and founder of Sunwest Training Corp. located in the Texas Hill Country near San Antonio, Texas. With over 30 years experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas and is currently providing live training and Webinars on these subjects on a nationwide basis. She has a BS from New York's Binghamton University and earned her Certified Financial PlannerTM designation in 1990. Many state banking associations and other organizations use her as their main source for training on these complicated topics. Patrice's upbeat personality and former banking experience easily encourages interaction and questions during the training sessions.
You have finally received the new account training you have desperately needed and are now ready to open the account. You get all the customer information, you are ready to input the data and then the "Account Ownership" prompt appears. What do you do now? What if you check the wrong "box"?
In this detailed two-hour webinar you will learn the difference between the ownership choices for:
You are encouraged to have a copy of your account agreement and signature card handy to reference during the webinar.
All customer contact personnel, supervisors and officers whose responsibilities include opening or managing new accounts and certificates of deposit. Excellent for supervisors or officers who have recently assumed the responsibility of the new account area but have never actually worked in new accounts. Internal Auditors and Compliance Officers will find the information exceptionally beneficial as well.