Ironically, when a financial institution learns a deposit or loan customer has died, confusion and dread seem to be the normal reaction. We'll walk you through the best practices when dealing with a customer's death - both on the deposit side and the loan side, as well as unique issues that can arise when doing business with the decedent's estate. This webinar provides information on best practices, rather than the unique features of any state's probate laws.
Who Should Attend
New account representatives, personal bankers, customer service representatives, lenders and loan operations personnel.
"Well presented and very insightful. The information provided applies to actual day-today operations. Thank you." - Gina W., The Citizens National Bank of Quitman
"Very helpful for numerous situations and covered in just a short time." - Cindy S., Western State Bank
"The information was practical and well presented." - Cheryl Braude, First Bank of Highland Park
Continuing Education Credit Information
What to Do When a Customer Dies 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.
Recommended for 2.5 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.