Frontline Series: Opening & Maintaining Consumer Accounts
On-Demand Webinar
StreamedMar 12, 2025Duration90 minutes
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
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
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By

Gettechnical Inc.
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