Ironically, when a financial institution learns a deposit or loan customer has died, confusion and dread seem to be the normal reaction. We'll walk you through the complicated process of dealing with a customer's death - both on the deposit side and the loan side, as well as unique issues when doing business with the decedent's estate.
Topics of Discussion:
Who Should Attend?
New account representatives, personal bankers, customer service representatives, lenders and loan operations personnel.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.