Fri Apr 3 CDT (almost 2 years ago)
In your timezone (EST): Fri Apr 3 10:00am - Fri Apr 3 5:00pm
Lewis University Oak Brook
1111 22nd St, Oak Brook, IL 60523, United States
Opening a new deposit account constitutes entering into a contractual agreement. It is critical that both the new account representatives and the customer understand the bank’s obligations along with the terms and conditions the customer is being asked to accept. The ability to clearly explain the terms, conditions and benefits of the account significantly influences the customer’s impression of your bank and its services. In addition, there are updated regulatory requirements for obtaining beneficial ownership information on covered business accounts.
The primary focus of this seminar will be on the lifecycle of the account including applicable Illinois and Federal requirements and regulations, including any applicable updates to those regulations. This program will be interactive, encourage attendee participation, and provide training tools to enhance the performance of your daily responsibilities. Join your peers to discuss the 2020 New Accounts in Illinois update and how it impacts your bank. Event Info Here