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Opening New Personal/Consumer Accounts

Webinar: ID# 1034563
About The Presenter:
Suzette (Suzie) Jones, CFP® served as an Executive Vice President at a $50B regional financial institution where her responsibilities included the overall leadership and risk management of the $11B Investment Department which included the Trust Department.

She was an active member of the organization’s Trust Committee, AML, BSA, Personal/Corporate, and Non-Bank Product Risk Committees. With over 40 years of experience in the financial industry, Suzie has focused her technical expertise on new account risk and investment management.

Suzie brings technical information to life with her engaging training style, real life examples, and in-depth knowledge. She holds the Certified Financial Planner (CFP®) professional designation.
About The Training Provider:

Total Training Solutions

Since 1983, Total Training Solutions - aka BankWebinars.com - has produced dozens of bank training webinars, videotapes, CD-Roms, DVD's, and web-based training modules.

We offer over 100 webinars each year in live, recordeded, or on-demand formats.

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, BankWebinars.com:

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 on-demand 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 six months access to the on-demand weblink as an added free bonus.

On Demand:
Includes a weblink for unlimited viewing for six months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live Session, On-Demand Weblink, and CD-Rom plus hardcopy handouts.

Live + On-Demand:
Includes two of the options above. Live session and six months access to On-Demand weblink plus link to handouts.

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Opening New Personal/Consumer Accounts
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