This session is ideal for new accounts staff, branch managers, compliance officers, and anyone that uses safe deposit boxes.
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Customer Service Representative
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1 event,These rules impact anyone in your institution who has direct dealings with customers, such as Customer Service Representatives and tellers. But others are impacted as well, like loan officers and others who make important customer-related decisions. Compliance officers, auditors, attorneys, and management too will benefit from this information, as well, as they often are the ones who must draft these complex programs, administer them, and audit them. |
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1 event,This session is ideal for financial institution employees involved with opening new accounts, deposit or loan documentation staff, and operations personnel. |
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2 events,Anyone in the institution having compliance responsibilities – when you think about this, it could be just about anyone in the institution. This may include members of senior management, operations personnel, lending personnel, underwriters, customer service representatives, back-room personnel, and of course compliance officers, auditors, and attorneys, and anyone else in the institution that might benefit from this valuable information. This session is ideal for financial institution employees involved with opening new accounts, deposit or loan documentation staff, and operations personnel. |
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1 event,This session is ideal for commercial lenders, credit analysts, and support staff that deal directly with commercial construction loans, as well ass mortgage bankers, private bankers, small business lenders, loan review specialists, special assets officers, lending managers, and credit officers indirectly involved in the construction lending process. |
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1 event,These rules impact anyone in your institution who has direct dealings with customers, such as Customer Service Representatives and tellers. But others are impacted as well, like loan officers and others who make important customer-related decisions. Compliance officers, auditors, attorneys, and management too will benefit from this information, as well, as they often are the ones who must draft these complex programs, administer them, and audit them. |
1 event,This session is ideal for financial institution legal counsel, managers, supervisors, notaries, and potential new notaries. |
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1 event,This interactive session is ideal for CSRs, tellers, operations department reps, call center employees, and anyone who determines who the beneficiaries are for payout options. |
1 event,This session is ideal for supervisors, branch managers, department heads, and anyone else who wants to build better relationships with all generations. |
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