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.
- 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.
"Debbie is a motivational speaker; really enjoy her presentations!" -- Janice Brashear, Baker Boyer National Bank
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