Account Titling Video Series
Designed for your bank to use as a new employee onboarding tool or a refresher for retail staff, the new WBA Account Titling Video Series provides information about account titling in short, topic-specific videos. Built upon WBA’s longstanding and popular, comprehensive account titling materials, the series is meant to help frontline staff develop an awareness of the laws related to account titling, analyze a variety of deposit account ownerships and fiduciary roles of deposit account relationships, recognize the legal and practical importance of an account title, and identify various documents which make up a deposit contract and understand their significances.
Each video is supported by written materials and other resources. When utilizing the videos as training, there are also exercises to illustrate concepts shared within the videos and short tests to gauge understanding and comprehension. Managers are encouraged to supplement the information in the series with institution-specific policies, procedures, and operational requirements so frontline staff know of any additional actions bank management expects frontline staff to execute.
The new resource consists of 11 modules, covering 60 topics with over 5 hours of video material! Each video ranges between 2 and 10 minutes in length—making training flexible. Also included are manager/trainer resources such as a viewing sequence listing, tracking resource, examples, and test questions with an answer key.
