Interactive

Compliance for New Savings and Time Accounts

Course Overview: This course is designed as a companion course to Compliance for New Transaction Accounts. This course reviews regulations previously covered in Compliance for New Accounts and introduces the Truth in Savings Act, Regulation DD.

Learning Objectives

  • Gain understanding of the laws and regulations that affect the opening of new savings and time deposit accounts
  • Fulfill our regulatory responsibilities at account openings
  • Answer questions and address customer concerns both at and after account opening regarding savings and time accounts and related services

 Audience: Customer Service Representatives, Management, Tellers

Length of Course: This course takes approximately 30 minutes to complete.

Included with Team Membership

About This Course

Course Overview: This course is designed as a companion course to Compliance for New Transaction Accounts. This course reviews regulations previously covered in Compliance for New Accounts and introduces the Truth in Savings Act, Regulation DD.

Learning Objectives

  • Gain understanding of the laws and regulations that affect the opening of new savings and time deposit accounts

  • Fulfill our regulatory responsibilities at account openings

  • Answer questions and address customer concerns both at and after account opening regarding savings and time accounts and related services

 Audience: Customer Service Representatives, Management, Tellers

Length of Course: This course takes approximately 30 minutes to complete.

 

*This course does NOT qualify, nor meet the National Standard for NASBA accreditation. 

Training your team?

This course is covered under team memberships.

See Team Memberships
Buying for yourself?
$ 89
Included with Team Membership
Training your team?

This course is covered under team memberships.

See Team Memberships
$ 89
per attendee