New Accounts: A 4 Part Training
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This series covers all the major types of new accounts: (1) Consumer Accounts (2) Fiduciary Accounts (3) Estates and (4) Business and NonProfit Accounts.
Part 1: Consumer Accounts Topics
Part 2: When One Person Acts for Another - Fiduciary Accounts Topics
Part 3: When Your Customer Dies - Estates and Small Estate Affidavits Topics
Part 4: Working through the Maze of Business and Nonprofit Accounts Topics
FacultyDeborah CrawfordDeborah Crawford is the President of Gettechnical Inc., a Florida 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 35+ years of combined teaching and banking experience. |