BankNewswatch

Maintaining Consumer Accounts

August 31st, 2022 10:00 am - 12:00 pm

A BankWebinars.com Program

Click Here to register for live program $279

Click Here to register for live program and recording $419


If only accounts and consumers were static! But their lives change and so do their account needs. Learn how to work the lifecycle of change for accountholders from birth to death. What happens when there is a marriage or divorce? What if they need to add an owner? Maybe the consumer wants to change to a different product. All of these issues and more will be addressed during this jam-packed program.

What You'll Learn

  • Add and remove owners
  • Change product types and make proper disclosures
  • Handle name changes for marriage, divorce, and other changes
  • Change reporting names after death
  • Work on address changes

Faculty

Deborah Crawford

Deborah 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.