Ironically, when a financial institution learns a deposit or loan customer has died, confusion and dread seem to be the normal reaction. We'll walk you through the complicated process of dealing with a member's death - both on the deposit side and the loan side, as well as unique issues when doing business with the decedent's estate. This webinar does not provide details of any particular state's laws, but rather focuses on the best practices and on federal laws and regulations.
New account representatives, personal bankers, customer service representatives, lenders and loan operations 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.