When your account holder dies, there are usually many aspects of their life still outstanding.
During this program, we will look at the checks and all the questions you get asked every day. Insurance checks, treasury checks and regular checks, what are you supposed to do and what can you do to help the account holder and his or her family. What if there will be no official estate account?
This webinar will benefit new member representatives, tellers, trainers, branch managers, personal bankers, deposit operations and branch administration personnel.
Continuing Education Credit Information
Recommended for 2 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.