Handling POAs, Trusts, Estates at New Accounts passport This informative branch webinar guides

This informative branch webinar guides frontline staff through the sensitive process of assisting relatives after an accountholder’s death

As deposit gathering becomes a top priority for banks

Explain the purpose of a Customer Identification Program

Net Cash after Operation

Obtain answers to the following questions and establish your own internal procedures

Handling POAs, Trusts, Estates at New Accounts passport This informative branch webinar guidesDuring this Course we will look at the issues of opening accounts for formal trusts, estates, guardianships and conservator accounts. We will also review when a POA walks into your institutionwhat should your staff do and know. These are high risk accounts often with huge losses to your financial institution. *This program does NOT qualify, nor meet the National Standard for NASBA accreditation.