|
|
|
Opening Business Accounts |
|
|
|
PROGRAM OVERVIEW
From sole proprietors to corporations, learn how to open and properly document business accounts in Louisiana. This program will assist you in understanding the different types of businesses in Louisiana and the filing requirements for each type of business. You will be able to handle business accounts from opening to closing. Participants will review the proper handling of changing signatures on all types of business accounts plus the handling of checks with regards to these types of accounts. Updated for Customer Identification Program.
WHAT YOU WILL LEARN
- Sole Proprietor
- Partnerships - LLP, Ltd's, and General
- Corporations
- Limited Liability Companies
- Non'Profit Organizations
- IOLTA
- Multi-tiered businesses
- Escrow, Agency, Accounts
- Public Funds
WHO SHOULD ATTEND
All customer service representatives, new accounts representatives, personal bankers, cashiers, branch managers, branch administrators, training staff and others who manage or work the front line.
TIME
3 hours
|
|
|