This 2-part session will dissect all of the issues with account ownership and documentation of personal, business, estate and trust accounts. We will walk through the account opening operation from the starting gate to the finish line.
This course is included with BankersHub Membership.
- The largest training catalog in financial services at your fingertips
- Unlimited licenses—your subscription includes ALL employees in your institution
- Sessions from the expert speakers on today's hot topics
- Sessions in BSA/AML, Regulation E, Debit Card, Fraud, Risk Management, Retail/Branch, Frontline, and more all at your fingertips
- On-demand, self-paced online lessons
Learn More