Consumer Deposit Account Changes: Address, Marital Status, Gender and More (Webinar)
October 28, 2024
2:30pm-4pm
Member Fee (Live or Recording): $165 per connection
Non-Member Fee (Live or Recording): $265 per connection
There’s a lot of focus on how to open consumer accounts. But what about ongoing maintenance?
Since consumers and their needs continually change, the frontline must be ready for the multitude of questions that arise. Learn how to handle changes related to names, ownership, marital status, product types, and more!
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.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- 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
This informative session is designed for new accounts staff, deposit operations personnel, deposit compliance employees, branch administration, branch staff, and trainers.
Deborah Crawford is the President of gettechnical, inc. a Florida-based firm, specializing in the education of banks and credit unions across the nation. Her 35+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor's and master’s degrees. Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts.