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|Event Name:||*CU FOCUSED* - 25 Vital Questions on Personal Accounts|
|Date:||Thursday, October 18, 2018 10:00am CDT|
|Panelist(s) Info:||Deborah Crawford (Bio)
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.
|Credits:||2.0 CE Credits|
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.
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.