What is a fiduciary? How are they supposed to behave? What is acting in the best interests of the owner? These questions will be addressed in our second session on these high-level accounts. You will learn what each job can do and not do. You will receive information on document requirements for these accounts and get into the common errors we make on signature cards with these accounts. Learn how to handle these accounts at the death of the owner or at the death of the fiduciary.
New accounts representatives, customer service representatives, auditors, compliance personnel, risk managers, security officers, branch managers, and any other interested personnel
Deborah Crawford is the President of gettechnical, inc. a Baton Rouge-based firm, specializing in the education of banks and credit unions across the nation. Her 27+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor's and master’s degrees. Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts.
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