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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
What
would happen if you were called upon to give a deposition on a signature
card for an account you opened 13 years ago at an institution for which you
no longer work? What would you say when an attorney asked you to remember
the customer’s intentions when you opened that account? This actually
happened. A banker had placed an “X” on the signature card in between
JTWROS and JTWOROS.
Learn
that your signature cards are a legacy you leave the bank for many years to
come. The way a signature card is set up can impact your customer’s FDIC
coverage. Bankers must clearly understand ownership, titling and access
under your signature card contract. If you don’t, then the bank will have
potential liability. This is a “must attend” webinar to learn about risks,
liability and losses that can occur due to signature card contracts and,
most importantly, how to avoid these issues!
This
webinar is a cost effective way to train those who open new accounts on the
potential liability of signature cards that are improperly set up. You may
train as many individuals as you like for one set price.
What
You Will Learn:
- Understanding the five major components of a
signature card
- What are the “big three” and what happens when they
don’t match
- Losses, liability and what went wrong in cases
where banks lost big money
- Dealing with signature card changes: white out,
crossed out, etc.
- Looking for key signature card issues: offset, how
to close accounts, etc.
- How a signature card set-up can cause your customer
to be uninsured by the FDIC
Who
Should Attend?:
Customer
service representatives, Branch administration, Branch managers, Tellers,
Training and development staff, Compliance personnel and anyone who handles
customer accounts. Please
forward email to appropriate person(s).
Instructor:
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 30+ years of
combined teaching and banking experience.
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio
session. Listening to the program over the telephone and following the
written materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
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