Handling Business Account Transactions: Dos, Don’ts & Best Practices

Handling transactions for business accounts can seem intimidating at times, but it doesn’t have to be. This webinar will cover common issues that arise when a business owner, authorized signer, or other party wants to transact on the account. It will also address less common, but more perplexing issues, such as when a separate taxpayer identification number is required and what happens when the business owner dies or becomes incapacitated. Join us to learn how to avoid pitfalls and problems when handling business accounts.

Continuing Education:   Attendance verification for CE credits upon request

This informative session is designed for staff who open new accounts, take deposits, or handle transactions at the teller line, by mail, ATM, or call center, including new account representatives, service representatives, tellers, compliance staff, and auditors.