During this program, you will learn how to answer your adult account holder’s questions on how to set up accounts for grandchildren, for college, and other reasons to set up minor accounts. We will review the basic legal ownerships you may offer for your minor customers. We will also talk about how to transition them into adult accounts. We will look at do’s and dont's of account card set up for minors.
You will be challenged to look at old practices, how to handle checks, when to give access and so much more in this information packed program. You won’t want to miss this A to Z on minor accounts.
Who Should Attend
Customer service representatives, personal bankers, call center representatives, branch managers, tellers, branch operations, and training.