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Course/Product Description
Title:

How To Avoid Signature Card Mishaps

SKU:WT-1001186
Format: Webinar
Description:

How To Avoid Signature Card Mishaps

Asset or liability? Your signature card and agreement is a legal binding contract between you and your customer. It defines on deposit accounts legal ownership, rights of both the accountholder and the financial institution, what happens with postdated and stale dated checks and the right of set off.

If handled properly it can protect the financial institution and protect the accountholder's insurance. If set up incorrectly, the signature card is a huge liability for the financial institution and often results in the rights at the death of the customer coming out differently than the accountholder wished. 

Learn how to avoid signature card mishaps in this informative program.

Covered Topics:

  • Types of legal ownership on cards
  • Your job as a withholding agent
  • Common errors in set up
  • Why signatures are critical to the agreement
  • Legends, postdating, stale dating and other check issues
  • What your customer is responsible for on statements
  • Set off and related issues
  • Rights at death

Who Should Attend

Branch administration, customer service representatives, new accounts, compliance, branch managers any anyone who has oversight on opening of deposit accounts.

The Presenter

Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 20+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.

Licenses / Designations / Educational Credits:CEU
All US States: 2.5
All Canadian Provinces: 2.5
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Price: $265.00
More Info: Contact Us For More Information
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Currently Scheduled Dates For This Webcast
Course TitleDatePrice
How To Avoid Signature Card MishapsCD/On-Demand$325.00

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