What is a fiduciary? How are they supposed to behave? What is acting in the best interests of the owner? These questions will be addressed in our second session on these high-level accounts. You will learn what each job can and cannot do. You will receive information on document requirements for these accounts and get into the common errors we make on signature cards. Learn how to handle these accounts at the death of the owner or at the death of the fiduciary.
Who Should Attend
Customer service representatives, personal bankers, call center representatives, branch managers, tellers, branch operations, and training.