Handling Powers of Attorney at New Accounts - 2016
Presented by
Deborah Crawford
Recorded on March 22, 2016
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2.0 hours
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ICB Credit: 2.5 CRCM
Handling Power of Attorney documents at the frontline can vary from one set of state laws to another. In many cases the best procedure is to send the document to legal for review. But if you work in a branch and handle these high level documents there are certainly some "dos" and "don'ts" we can all use to make better decisions about who and what can act and on what types of accounts. During this program we will exam types of POAs, when they can be used and some general procedures to implement in your financial institution. You will receive a state law chart and links to your statutes to help with the state specific issues.
Who Should Attend:
New Accounts Representatives, Member Service Representatives, Branch Managers, Branch Administration, Compliance, Personal Bankers, Financial Service Representatives, Training and all frontline personnel.
Deborah Crawford
Handling Power of Attorney at New Accounts
Slides
Materials
Help for Agents under a POA - CFPB
POA Chart
Questions and Answers