Will Your Front Line Cost You Millions?

Webinar: ID# 1023516
Recorded CD or On-Demand
About This Course:
Over the years financial institutions have lost millions of dollars to simple errors that tellers make that can easily be avoided. Do your tellers know the simple rules? What should you do when checks and accounts don’t match? How do you handle deceased customer's checks? This program will explain complex legal issues with straightforward and easy to understand rules of thumb.

Topics Covered:
  • Checks, endorsements and accounts
  • Deceased customer checks
  • Checks payable to entities and to the financial institution
  • Who's liable for what?
  • Signatures on accounts
  • Names not matching account records
  • Filling out deposit slips
  • Fiduciary signatures
Who Should Attend?

This webinar will benefit tellers, new account representatives, business bankers, personal bankers, branch managers, training and all front line personnel.

About Your 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.

Will Your Front Line Cost You Millions?
or via CD or On-Demand
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