If only accounts and consumers were static! But their lives change and so do their account needs. Learn how to work the lifecycle of change for accountholders from birth to death. What happens when there is a marriage or divorce? What if they need to add an owner? Maybe the consumer wants to change to a different product. All of these issues and more will be addressed during this jam-packed program.
What You’ll Learn
- Add and remove owners
- Change product types and make proper disclosures
- Handle name changes for marriage, divorce, and other changes
- Change reporting names after death
- Work on address changes
Who Should Attend
This informative session is designed for new accounts staff, deposit operations personnel, deposit compliance employees, branch administration, branch staff, and trainers.