Learn what steps we must take to “know this member” and their anticipated transactions in the account.
How to ask tough questions without the member feeling like they are being attacked or insulted. What do we “really” need to know to satisfy examiner expectations during the New Member Interview?
This webinar will benefit new account representatives, membership service representatives, personal bankers, branch managers, branch operations, branch operations, deposit compliance officer and staff and all deposit personnel. .
Recommended for 2 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.