This program is an A-Z on account ownership and documentation. We will go from single party accounts to the more complex type of business accounts. It is a must for anyone who opens or manages the new account functions. Your financial institution's signature card, documentation and authority procedures can create big liability when you do not understand the type of ownership and the checks that go with these accounts.
Who Should Attend
This webinar will benefit new accounts representatives, call service representatives, branch managers, assistant branch managers, branch administration, personal bankers, universal bankers, financial service representatives deposit operations, BSA CIP personnel, training and anyone who works with or manages the new account function.
Continuing Education Credit Information
20 Legal Account Ownerships has been approved for 2 CAMS credits. Credits are redeemable for Live attendance only. Credit is for Live attendance only. Accreditation is valid for one year from the date of the event. For questions on certificates, please email email@example.com.