During this webinar, we will take the core document from deposit accounts documentation and set up a working document so that you can tailor your procedures into the framework we will provide. You will receive a "core document" in a word document that you can drop your individualized documents into and achieve one of the big goals at many financial institutions have "standards" on opening all types of new accounts.
What You Will Learn:
Who Should Attend?
Training, compliance, branch operations, customer service representatives and branch personnel who would be involved in developing a New Accounts Procedure Manual.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.