Trust Accounts (Session Code: 605)
When members want the credit union to hold trust accounts, does the credit union member service rep know how to set up the accounts? Does he or she have all the correct forms? Are member service reps allowed to cross-sell credit union services to these members? These questions and more will be answered in this Quickbite on trust accounts. From establishing the account to offering lending to trusts, the speaker will cover the ins and outs of credit union trust accounts and offer advice on how to avoid common errors.
Affiliate: $ 100.00
Out of State Pricing:
Regular: $ 150.00
Contact: Cheryl Washington (Illinois Credit Union League)
Telephone - July 15, 2014: 10:00 am CT
Duration: 11:00 am CT