Part 1: 56 minutes
Part 2: 54 minutes
A business relationship with your credit union often begins at account opening. Recorded from the live presentations on March 1 and 8, 2023 – this session gives your staff the training they need to open and maintain accounts for all business types.
Join CUBG’s Liz Volin in a two-part webinar series on the basics of business accounts. We discuss business entity types, and the required documentation to open and maintain those business accounts. We also cover the importance of the Certificate of Beneficial Ownership, pertinent regulations for financial institutions, and the types of information that are required to be collected. We also review the value of a business profile, and how your credit union can utilize this information for sales and risk opportunities.
After the order is approved, you’ll receive an email with links to download the education materials. After you download, you will be able to save the files to your shared network and use the training for your credit union going forward.