When your account holder dies, there are usually many aspects of their life still outstanding.
During this program, we will look at the checks and all the questions you get asked every day. Insurance checks, treasury checks and regular checks, what are you supposed to do and what can you do to help the account holder and his or her family. What if there will be no official estate account? This program is a must for all who work the front line.
The Handling Deposit Accounts and Checks at Death has been approved for 2 CAMS credits. Credits are redeemable for Live attendance only. Users must connect to the streaming individually and enter their name and email for reporting purposes. Accreditation is valid for one year from the date of the event. To receive a certificate, email Streaming@OnCourseLearning.com.
Who Should Attend
This webinar will benefit new accounts representatives, tellers, trainers, branch managers, personal bankers, deposit operations and branch administration personnel.
"Deb was very easy to listen to and very knowledgeable." -Cindy Spaulding, Vice President, 21st Century Bank
Continuing Education Credit Information
Handling Deposit Accounts and Checks at Death 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 firstname.lastname@example.org.