Ended

Consumer Account Opening and Maintenance

Mon, Jan 23, 2023, 9:00 AM EST – Fri, Jan 27, 2023, 5:30 PM EST
HR Conference Room - Administrative Building
Consumer Account Opening and Maintenance

Consumer Accounts Description


Are you ready to assist our members with consumer account opening and maintenance? If so, we have the class just for you!

Enroll in this 5-day course to deepen your knowledge about the account opening process for consumers and minors and the products and services we can offer to help our members reach their financial goals!

Topics of discussion will include account opening, account maintenance, products and services overview, initiating wires, fraud processes as well as how to confidently approach members with questions that give us an understanding of their true needs!  

Upon completion of this course, you will feel confident in your knowledge and abilities surrounding assisting members with their accounts and offering products or services that will help them achieve their financial goals! 

Register

Instructors

Jasmine Wallace

Learning and Development Specialist I

Contact us

Location

HR Conference Room - Administrative Building

Classifications

Categories
  • Consumer and Special Accounts