What can these caregivers and fiduciaries do? What supporting paperwork must each bring? During this program, we will review the set-up, documentation, and legal issues involved in these high- risk accounts. You will learn how to style these accounts and get the signature card perfect every time. Join us as we cover the 10 common errors you can avoid!
Who Should Attend
This informative session will be useful for new account representatives, customer service representatives, member service representatives, branch administration, branch operations, branch managers, personal bankers, compliance, BSA, and anyone who opens new accounts.