Webinar: Frontline Series: Opening & Maintaining Consumer Accounts
March 12, 2025 3:00 pm - 4:30 pm
Discover how to deftly deal with the details of opening and maintaining consumer accounts.
Learn to concisely craft accounts at opening and adroitly adjust them as necessary throughout their lifespan. This highly informative webinar will be packed with details, provide expert insight, and include a handbook on new accounts.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Set up consumer accounts properly, including UTMA, Social Security representative payees, and PODs
- Change names, genders, and addresses
- Add signers and close accounts properly
- Better understand minor accounts
- Handle accounts at the death of an owner
- Understand rights at death on all consumer accounts
- Incorporate proper titling for IRS reporting
WEBINAR DETAILS
There’s a lot of focus on how to open consumer accounts. But what about ongoing maintenance? Since consumers and their needs continually change, the frontline must be ready for the multitude of questions that arise. If only accounts and consumers were static! This webinar will explain how to address changes related to names, ownership, product types, and more.
What happens when there is a marriage or divorce? What if an owner needs to be added? What if the accountholder wants to change to a different product? All of these issues will be addressed during this jam-packed program where you’ll learn how to handle the lifecycle of change for accountholders from birth to death.
WHO SHOULD ATTEND?
This informative session is designed for new accounts representatives, branch personnel, branch managers, trainers, compliance personnel, and deposit operations staff.
TAKE-AWAY TOOLKIT
- New account handbook
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
Speaker: Deborah L. Crawford, Gettechnical Inc.
Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees. Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.