New Account Opening Essentials
Recommended for:
- New Employees
Series Description
Empower your account opening professionals with comprehensive skills and knowledge to excel in new account openings. This program is designed to enhance customer satisfaction, ensure compliance, and build lasting client relationships through expert guidance and practical insights.
Included Courses
- Trust Accounts - E3 (55m)
- Opening New Accounts: Regulatory Overview - E3 (25m)
- Six Steps to Opening Any New Account - E3 (60m)
- Opening Business Accounts: The Role and Importance of External and Internal Documentation - E3 (30m)
- Fiduciary Accounts - E3 (40m)
- Consumer Account Ownerships: Adding Authorized Signers or Power of Attorneys - E3 (40m)
- Complex Business Accounts - E3 (40m)
- Business Accounts: Business Structures, Taxation, and Proper TINs - E3 (30m)
- Basic Business Accounts - E3 (30m)
- Advanced Business Account Topics - E3 (20m)
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