Opening Fiduciary AccountsTuesday, March 24th 2020
10:00 am - 11:30 am CT
Length: 1 hr 30 min Sponsored by Credit Union Webinars
Your account holder, the federal government or the court has named someone legally to act on his or her behalf. Now what? What can these caregivers and fiduciaries do? What supporting paperwork must each bring?
During this program we will review the set-up, documentation and legal issues involved in these high risk accounts. You will learn how to style these accounts and get the signature card perfect every time.
Who Should Attend?
This informative session will be useful for new account representatives, customer service representatives, member service representatives, branch administration, branch operations, branch managers, personal bankers, compliance, BSA and anyone who opens new accounts.