Frontline staff are the face and voice of your financial institution. Along with processing transactions and assisting accountholders, they have specific policies, procedures, and processes to follow – many of which are designed to comply with legal and regulatory requirements. This webinar will provide the who, what, where, when, and why of the frontline’s tasks to explain how compliance interconnects with specific duties and responsibilities.
Attendance verification for CE credits provided upon request.
Who Should Attend?
This informative session is designed for anyone opening new accounts, taking deposits, or handling transactions at the teller line, by mail, ATM, or call center. Financial service representatives and back office personnel handling accountholder complaints, compliance, and audits will also benefit.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.