Vital Questions on Business Accounts


Presented by: Deborah Crawford

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  You have questions about business entities and their accounts. During this program we will take a look at many of those questions and provide answers that you can use in your own day to day experiences. Opening and managing business accounts can mean that you are dealing with very complex legal entities and you need to understand what they are, how they work, and how they are created.

This program will help you develop an understanding of the "how and why" of businesses and their accounts.

What you will learn:
  • Types of business ownership and the essential characteristics of each
  • What happens when an owner dies
  • Special considerations for online banking and debit cards
  • Who can sign and who can change signers
  • Why we need the documentation we need
  • How to explain documentation requirements to customers
  • Which disclosures are required on business accounts
  • The importance of resolutions and signature cards
  • how to respond to 25 common questions your customer may have
What you will receive:
Business Account Handbook

Who Should Attend: Tellers, New Accounts, Lenders, Branch Managers, receptionists, call centers and anyone who talks to or helps a customer.

About the Speaker: 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 plus 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.

This program was recorded in its entirety in September 2016. The CD-ROM includes program slides, materials (if available) and follow-up Q & A document.

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  • Model: cd_business0916
  • Manufactured by: Glia Group, Inc.

This product was added to our catalog on Wednesday 16 December, 2015.

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