On Demand Course

Powers of Attorney, Authorized Signers and SDB Deputies: What They Can and Can't Do

Dawn Kincaid 1 HR

About This Course

Authorizing another individual to access their account is a necessary and convenient thing for many of our accountholders. The benefits to your accountholders of adding a power of attorney, authorized signer or deputy to accounts.

 

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

Your Instructor

Dawn Kincaid
Dawn Kincaid

Dawn began her banking career working for a community bank, while attending The Ohio State University. She has nearly fifteen years of experience in client service, operations, information technology, administrative and board relations, marketing and compliance. Most recently Dawn served as the Senior Vice President of Bank Operations for a central-Ohio based community bank, where she created and refined the bank’s policies and procedures, conducted self-audits and risk assessments, and organized implementation of new products and services. She has served in the roles of Compliance, BSA/AML, CRA, Privacy and Security Officer and led training initiatives, prepared due diligence information for and completed a variety of regulatory applications and coordinated internal and external audits and exams.

Training your team?

This course is covered under team memberships.

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Buying for yourself?
$ 99
Included with Team Membership
Training your team?

This course is covered under team memberships.

See Team Memberships
$ 99
per attendee