Many customers use trusts to plan for their estate, family, taxes, etc. When opening these special accounts, you need to know about proper documentation, CIP, and signature card responsibilities. You must also understand the trustee(s) authority and duties and your bank’s responsibility and liability. This webinar will cover standard trust-opening procedures and many questions that arise as trusts and account holder situations change.
Who Should Attend?
This informative session will be useful for new customer representatives, customer service representatives, call center representatives, Branch administration, branch operations, branch managers, 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.