Safe deposit boxes are an important service provided by your financial institution. They are a source of additional revenue and a way to enhance accountholder relationships. However, safe deposit box operations are unique and sometimes mysterious. The improper handling of a safe deposit box can result in unforeseen liability of tremendous proportions. This webinar will cover everything you need to know to properly handle safe deposit boxes, including the initial agreement, collecting rent, drilling, and escheatment of box contents to the state.
Attendance verification for CE credits provided upon request.
Who Should Attend?
This informative session is designed for staff involved with safe deposit boxes including officers, frontline staff, operations personnel, compliance officers, attorneys, and managers
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.