The New Account Interview (Webinar)

Member Fee:  $165 per connection
Non-Member Fee:  $265 per connection

Speaker: Debbie Crawford, gettechnical, Inc. 

Click here for brochure

Learn what steps we must take to “know this customer” and their anticipated transactions in the account. How to ask tough questions without the customer feeling like they are being attacked or insulted. What do we “really” need to know to satisfy examiner expectations during the New Account Interview. From money service businesses to privately held ATMs, there are questions on business accounts that should be asked and answered. Learn how to open a business account and comply with customer due diligence expectations.
When
1/28/2019 3:30 PM - 5:00 PM
 

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