What can an authorized signer or agent do?
My customer wants to put a second signer on a UTMA account? Is this possible?
My customer wants a backup beneficiary on a pay on death account. Can we do this?
Are your tellers doing what they can to promote sales and provide service?
When people talk about tellers handling the “sticky stuff,” what does that mean?
Why do tellers need to have a positive attitude?
Why must tellers be risk managers?
Are you flexible in your teller role?
Are there any disclosure requirements on a customer's receipt for a deposit at a teller window.
We have several small locations. Some of the locations use the new accounts personnel to fill in during lunches in the teller line or when a teller is out of the office. These are small staffed branches. Our compliance office is telling Management we cannot do that anymore. What is the real risk here? The new accounts personnel has their own drawer. They balance after they are done during this period and close for the day as a teller.