During this webinar, you will learn how to answer your adult account holder's questions on how to set up accounts for grandchildren, for college, and many other reasons to set up minor accounts. We will review the basic legal ownerships you may offer for your minor account holders. We will talk about how to transition them into adult accounts. We will look at do’s and don’ts of account card set up for minors.
Who Should Attend?
This informative session will be useful for new account representatives, customer service representatives, member service representatives, branch administration, branch operations, branch managers, personal bankers, compliance, BSA and anyone who opens new accounts.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.