Many customers use trusts to plan for their estate, family, taxes, etc. When opening these special accounts, you need to know about proper documentation, CIP, and signature card responsibilities. You must also understand the trustee(s) authority and duties and your bank’s responsibility and liability.
This webinar will cover standard trust-opening procedures and many “dos and don’ts” that arise as trusts and account holder situations change.
This informative session will be useful for new member representatives, customer service representatives, call center representatives, Branch administration, branch operations, branch managers, compliance, BSA and anyone who opens new accounts.
"I'm always looking for available training and CUWebinars.com always has the relevant training my Credit Union needs. It's time to upgrade to a subscription package for my Department which handles business and trust accounts as well as IRAs, and use the webinars for cross-training my team! Thank you Deborah Crawford, gettechnical, and CUWebinars.com!" -- Faustina Nkwocha, Products Supervisor, Advancial Federal Credit
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.