Truth in Savings Act (Reg DD) for
Customer Service Representatives
This course focuses on the Reg DD responsibilities for Customer Service Representatives. It provides information concerning the Truth and Savings Act to help depositors better understand and compare account terms and conditions. It lists and explains deposit accounts available to or held by clients that are covered by Reg DD. This course also helps Customer Service Representatives identify specific in-bank and phone inquiries about accounts that triggers the requirement to provide Truth in Savings disclosures.
| Price | $50 Nonmembers / $35 Members |
| Course Credits | AIB: 0 ; ICB: 0 |
| Prerequisites | None |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
Customer Service Representatives who are responsible for servicing clients on a daily basis where Reg DD disclosure issues may come up.
Learning Objectives
After completing this course, students will be able to:
- Describe the types of accounts covered by the Truth in Savings Act
- Explain how the Truth in Savings Act impacts your job
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.