Personal Accounts: Vital Questions


Presented by: Deborah Crawford

    Add CD-ROM to Cart:

(Product will ship via USPS)


  To get the right account "fit" for a customer, you have to essentially conduct an interview. Through a series of questions, you can help your customer choose the right type of ownership with the right fees and benefits. Your customers will have questions of their own. In this program we will look at the most common customer questions and give you some guidance on how to answer them. Learn how to answer customer questions in a helpful way, without giving tax and legal advice, and explain the aspects of the customer's deposit ownership and rights in today's banking environment.

You will learn about:
  • What to ask your customer -- and why;
  • Legal ownership options;
  • Types of minor accounts;
  • Government benefit accounts with fiduciaries;
  • Authorized and convenience signers;
  • The role of deposit insurance;
  • 25 Questions your customers may ask and answers that will help them.
  • The importance of state laws.
What you will receive:
New Account Opening Handbook

Who Should Attend:
Tellers, New Accounts, Customer Service Representatives, 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 August 2016. The CD-ROM includes program slides, materials (if available) and follow-up Q & A document..

Add to Cart:

  • Model: cd_personal0816
  • Manufactured by: Glia Group, Inc.

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

Copyright © 2020