When and how do we close
accounts? How should the check
be made out? What to do when
members disagree on closing the
account. This program will focus
on the personal account issues
of closing accounts and taking
off signers in this complex
world.
Topics Will Include:
- What to do when the joint members no longer
want to be joint?
- Who has the right to remove names at death?
- How to close a UTMA account?
- What to do when members want to remove a
signer? Add a signer?
- Issues on closing business accounts
- And many more difficult issues!
Who Should Attend?
Share Account Representatives, Member Service
Representatives, Personal Bankers, Branch Managers, and
Branch Operations, Share Compliance Officer and Staff and
all Share personnel will benefit from attending this
webinar.
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.
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