Deposit Specification Review
Offering Type
- Client Care
Level
- 4 - Optimization & Custom Training
Functional Area
- Deposits
Role
- Administration
- Management
Customized to suit your financial institution's needs, our Deposit Specification Review session provides an in-depth examination of demand deposits, savings, and certificate of deposit specifications. We identify potential changes and offer sessions that range from enhancing overall understanding to providing detailed analysis based on your specific preferences. This thorough review dives into Premier Specifications for Deposits, ensuring that your institution can optimize its processes and achieve a better overall understanding.
Who is this course for?
Deposit Operations staff will benefit from our Deposit Specification Review session.
Key Benefits
- Provide a better understanding of class specifications, including:
- General
- Miscellaneous
- Inactive/Dormant
- Service charge routines and options
- Understand options controlled at the class level/product default level/account level
Highlights
- In-depth review of financial institution’s specifications
- Product Default Review (2-3 products per application selected by the financial institution)
- Online documentation access
- Review of DDA/SAV/COD 3200 reports, establishing or modifying Custom Queries, and specification options for formatting
- Examination of notices currently established, with additional options within each application (e.g., Reg D, Inactive, Dormant, Charge-Off, Overdraft, Renewal/Maturity, Tickler)
Optimize your deposit specifications with our Deposit Specification Review. Contact us today to schedule your session and empower your team with the knowledge and tools they need to succeed!