Account Titling

Account Titling
Account Titling

This seminar is designed for new account representatives, tellers, and head tellers who need to understand the various types of account ownerships that exist – from single account owners through corporations. You learn what the different ownership types represent and how to make sure you are opening the proper type of account for your customer. In addition, the seminar covers Customer Identification Program requirements and FDIC Insurance, as well as stop payments, forgeries, and other operational issues that front line staff face on a daily basis. 

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Registration and continental breakfast begins at 8:30 a.m. with the seminar beginning at 9 a.m. Once online registration closes, please call 800/736-2224 to register for this event.

* The On-Demand Recorded Session will be emailed to participants approximately one week after the live program takes place on December 1. Your entire bank can utilize this session for training as it includes the video from the day of the program, plus the exact same handout materials as the live session. For more information, please contact Melinda at 800/736-2224. 

Live E-Classroom Seminar via Zoom

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