Consumer and Business Account Ownership

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"?

Covered Topics:

In this detailed two-hour webinar you will learn the difference between the ownership choices for:

  • Single Party / Individual Accounts
  • Multiple Party / Joint Accounts    
    • With Rights of Survivorship
    • No Survivorship
  • Business Accounts
    • Sole Proprietorship
    • Partnerships (General, Limited and Limited Liability)
    • Limited Liability Companies
    • Corporations (For Profit / Not-for-profit)
    • Non profit Organizations and Associations
    • When to check the "Other" box

You are encouraged to have a copy of your account agreement and signature card handy to reference during the webinar.

Who Should Attend?

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.