Course/Product Description | |||
Title: | What to Do When a Customer Dies |
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SKU: | WT-1000559 | ||
Format: | Webcast/Audio Conference/Interview/Podcast | ||
Description:
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Ironically, when a financial institution learns a deposit or loan customer has died, confusion and dread seem to be the normal reaction. We'll walk you through the complicated process of dealing with a customer's death - both on the deposit side and the loan side, as well as unique issues when doing business with the decedent's estate. Topics of Discussion:
New account representatives, personal bankers, customer service representatives, lenders and loan operations personnel. The Presenter Terri D. Thomas is Senior VP and Legal Department Director for the Kansas Bankers Association. Prior to this, she was with "Bankers Choice," a financial consulting firm. Before this, Terri was employed in the financial industry for over twenty-three years in various capacities. Most notably, she served for fourteen years as in-house legal counsel and trust officer for Bank of America and its Kansas predecessors. Receiving her Bachelor of Arts degree from Kansas State University in 1985, Terri continued her education at Washburn University School of Law and obtained her Juris Doctor in 1988. Previously, she served as an adjunct instructor at Washburn University School of Law and the University of Kansas School of Law and is a frequent presenter for banking schools and financial associations. |
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Licenses / Designations / Educational Credits: | CEU | ||
About The Provider: | Your Partner for Ensuring an Engaged, Compliant Workforce Financial institution regulations are constantly changing. That means preparing your team needs continual attention, including the frontlines, compliance team, executive leadership and board of directors. Wouldn’t life be easier if you had one place to go for all your compliance and professional education needs? You’ll find what you need from OnCourse Learning. We bring you:
Live Session: Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for 30 days following the event. This will allow a flexible alternative when last-minute conflicts intrude on scheduled events. Live + OnDemand: Includes two of the options above. Live session and 365 days access to On-Demand weblink plus a link to handouts. Live + OnDemand & CD: Includes all three options above. Live Session, 365 days of OnDemand, and CD-ROM plus handout links. |
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Price: | $279.00 | ||
More Info: | Contact Us For More Information | ||
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Keywords For This Course: | Bank Accounts for decedents, POD | ||
Currently Scheduled Dates For This Webcast | |||
Course Title | Date | Price | |
What To Do When A Customer Dies | CD/On-Demand | $419.00 |