Business Deposit Account Basics – Recording

Description

Duration: 62 minutes

Your credit union’s relationship with a business member often begins at account opening. Join CUBG for the training you and your staff need to open and maintain accounts for all types of businesses.

Explore the basics of business accounts from business entity types and the required documentation for opening and maintaining those business accounts, to pertinent regulations for financial institutions, the types of information you are required to collect, and why the Certificate of Beneficial Ownership is important. Hear about the value of a business profile and how your credit union can utilize this information for sales and risk opportunities.

Purchase Terms & Conditions

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.

Educational materials are proprietary and are not to be shared outside of the purchasing credit union.