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When and how do we close accounts? How should the check be made out? What to do when members disagree on closing the account. This program will focus on the personal account issues of closing accounts and taking off signers in this complex world.
- What to do when the joint members no longer want to be joint?
- Who has the right to remove names at death?
- How to close a UTMA account?
- What to do when members want to remove a signer? Add a signer?
- Issues on closing business accounts
- And many more difficult issues!
Who Should Attend: Share Account Representatives, Member Service Representatives, Personal Bankers, Branch Managers, and Branch Operations, Share Compliance Officer and Staff and all Share personnel will benefit from attending this webinar.
Speaker: Deborah Crawford is the President of Gettechnical which is a Virginia based training company. She specializes in the deposit side of the FI and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She has 30+ years of combined teaching and banking experience.