We will look at many mistakes that you can make on the basic accounts we open every day. We will also discuss our customer’s life changes like divorce and death. How can we help our customers navigate through their life cycle from birth to death in a way that is safe and compliant for all of us? This program will explore all the regulatory concerns in our customers consumer accounts.
Who Should Attend
Customer service representatives, personal bankers, call center representatives, branch managers, tellers, branch operations, and training.