Minimize safe deposit box risk. The safe deposit operation is a unique, fast-changing service. It is the only product or service in which members of your staff do not know the value of a member's assets. As a result, every vault transaction can lead to considerable liability.
This eSchool is in partnership with David McGuinn, President of Safe Deposit Specialists.
Designed to provide you with an overall knowledge of safe deposit operations, David will explain how to establish correct day-to-day operating procedures, comply with safe deposit box regulations, properly run your safe deposit area and reduce your potential liability. Topics include liability, lawsuits, regulations and compliance issues. You will learn how to properly rent, surrender, access, establish key controls and comply with your current state and federal safe deposit regulations. Additionally, you will get answers to your "Most Frequently Asked Safe Deposit Procedures, Security and Compliance Questions".
Earn your CUNA Safe Deposit Compliance Training Certificate
By attending CUNA Safe Deposit Box Compliance eSchool and successfully completing a composite online exam, you can earn your CUNA Safe Deposit Compliance Training Certificate.
Plus! Participating credit unions are eligible to receive a 10% discount on specific state safe deposit resources through Safe Deposit Specialists extensive resource library.
Who Should Attend
This eSchool is beneficial for senior managers, branch managers, vault attendants, security personnel, auditors, training directors, new account reps, in-house legal counsel and any staff member involved with safe deposit boxes or the administration of such. Affiliation with CUNA/League is required for attendance.