updated 02/10/14 04:32 PM
EFFECTIVE ACCOUNT MANAGEMENT
Tips, Tools for Accurate Handling
Your members depend on your credit union for its account expertise. Do you have the account management skills to live up to that trust?
Register for the California Account Administration seminar and get the knowledge you need to effectively handle individual, joint, and trust accounts.
Credit union compliance expert Mary-Lou Heighes will give you the tools and techniques to help you open, maintain, and close deposit accounts with accuracy and efficiency.
Topics to be covered: membership, account ownership, decedent accounts, trust accounts and other fiduciary accounts, power of attorney, overview of Bank Secrecy Act, and more.
The seminar starts on March 11 in Fresno and concludes on March 27 in Anaheim Hills. Click here for dates, locations, and registration.
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