Members ask the most interesting questions about ownership of share accounts. These questions include who will get the money when I die, can I add my niece to the account for two weeks, can I add POD during the term on a CD?
This program will address 25 different questions your customer’s might ask on their personal accounts and will give the correct answers.
Topics Will Include:
- Rights at death on personal accounts
- Adding and deleting signers
- Adding and deleting owners
- Labels and special earmarking on accounts—good or bad?
- Can you make ownership changes during the term of a CD?
- What exactly can a POA do and not do?
- Rights of joint owners
- Rights of authorized signers and agents
- POD designations and affidavits
- And many more questions and answers
Who Should Attend?
This webinar will benefit new member representatives, call service representatives, branch managers, assistant branch managers, branch administration, deposit operations, BSA CIP personnel, training and anyone who works with or manages the new account function.
Instructor
Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures.
She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 30+ years of combined teaching and banking experience.