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Maintaining Consumer Accounts: Adding Names, Changing Names, Removing Owners, Changing Product Types & More

May 05 2:00 PM - May 05, 2022 3:00 PM
May 05, 2022 2:00 PM - 3:00 PM
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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. Learn how to handle changes related to names, ownership, marital status, product types, and more!

Learning Objectives

  • Add and remove owners
  • Change product types and make proper disclosures
  • Handle name changes for marriage, divorce, and other changes
  • Change reporting names after death• Work on address changes

If only accounts and consumers were static! But their lives change and so do their account needs. Learn how to work the lifecycle of change for accountholders from birth to death. What happens when there is a marriage or divorce? What if they need to add an owner? Maybe the consumer wants to change to a different product. All of these issues and more will be addressed during this jam-packed program.

Agenda

Speakers

Deborah L. Crawford, Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a Virginia/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.

Location

Fees

$259.00 

Please note: You may share the link with others at your credit union, however the confirmation will be sent to one primary contact at your credit union. It will be up to the primary contact to share the material with others.

Additional Info

Event Type

On-Demand Webinar

Topics Covered

  • On-Demand Webinars
  • Member Service