In Part 1, we will look at the federal and state laws that underly our consumer accounts. In Part 2, we will cover: what is a fiduciary, how they are supposed to behave, and what is acting in the best interests of the owner. In Part 3, we will discuss how every state is unique in its estate issues and affidavits at death. Learn what is involved in a small succession. In Part 4, we will look at what the secretary of state requires when opening business accounts.
Who Should Attend
Customer service representatives, personal bankers, call center representatives, branch managers, tellers, branch operations, and training.