What would happen if you were called upon to give a deposition on a signature card for an account you opened 13 years ago at an institution for which you no longer work? What would you say when an attorney asked you to remember the customer’s intentions when you opened that account? This actually happened. A banker had placed an “X” on the signature card in between JTWROS and JTWOROS.
Learn that your signature cards are a legacy you leave the bank for many years to come. The way a signature is set up can impact your customer’s FDIC coverage. Bankers must clearly understand ownership, titling and access under your signature card contract. If you don't, then the bank will have potential liability. This is a “must attend” webinar to learn about risks, liability and losses that can occur due to signature card contracts and, most importantly, how to avoid these issues!
This webinar is a cost effective way to train those who open new accounts on the potential liability of signature cards that are improperly set up. You may train as many individuals as you like for one set price.
What You Will Learn:
Who Should Attend?
Customer service representatives, Branch administration, Branch managers, Tellers, Training and development staff, Compliance personnel and anyone who handles customer accounts
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.