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Opening New Accounts in Tennessee

LocationOnline Only
Date, VirtualOctober 18, 2023

Whether because of the complexity or the lack of frequency, opening business accounts seems to create the most angst for many bankers. In this 3-hour virtual seminar, participants gain confidence and a clear understanding of the regulatory, compliance, documentation, and state law requirements for opening business accounts. With more than 40 years of experience, Suzie Jones will empower new account representatives with the skills and tools to protect their organization while at the same time focusing on providing quality customer service. The training manual is customized to state law and is known as the technical reference handbook for new account departments across the country.

It is highly recommended that attendees bring a copy of their financial institution’s signature card and business account resolutions to reference during the training.