Developing A New Accounts Representative - Key Personal and Technical Skills

Webinar: ID# 1023072
Recorded On-Demand
About This Course:
A new account representative handles all types of customers and legal ownership. To be a "star" takes an enormous amount of both technical and personal skills.

This training program provides a good foundation to develop these star qualities.

Covered Topics:

  • Basic requiremens of the Teller position
  • Components of a Signature Card
  • Basics of legal ownership
  • Customer Identification Programs and Customer Due Diligence
  • Insurance
  • Handling difficult situations and customers
  • Know when to turn down an account
  • Key Personal and Professional Skills
Who Should Attend?

New Accounts, Branch Personnel, Training, Personal Bankers, Branch Managers and Branch Operations

Your Presenter:

Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 27 years of combined teaching and banking experience.

Developing A New Accounts Representative - Key Personal and Technical Skills
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