2022 Account Documentation Seminars
March 15 - Virtual
March 17 - Virtual
Bankers are continually challenged to provide great customer service and accurate information as new and innovative products are introduced in the marketplace. Too often, personnel are trained on how to open certain types of accounts and what documentation to request, but don't know the reasoning behind the policies and procedures. The KBA's Account Documentation program focuses on best practices all bank employees should exercise when establishing new accounts.
**Program fees are based on bank asset size. There is no limit on the number of people that can attend the virtual session from your financial institution. Please login and register one person from your bank and pay based on your bank’s asset size. Then email all other attendees (include attendee’s first and last name, bank location and e-mail) to Natalie Wareham at firstname.lastname@example.org so that additional attendees can be registered free of charge to receive their own link and login information for the session.