Privacy for Customer Contact Personnel
Privacy for Customer Contact Personnel explores the everyday privacy issues that customer contact staff are faced with on a regular basis. It covers the existing Right to Financial Privacy Act as well as Regulation P, the newest consumer privacy guidelines resulting from the passage of the Gramm-Leach-Bliley Act. Students will learn the terminology used to discuss the privacy issue, including opt-out, consumer vs. customer and how to answer consumer questions about their privacy rights.
| Price | $130 Nonmembers / $95 Members |
| Course Credits | AIB: 0 ; ICB: 2.5 (CRCM, CISP, CLBB, CRSP, CTFA/FID) |
| Prerequisites | None |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
Any employee with customer contact in a financial institution.
Learning Objectives
After completing this course, students will be able to:
- Describe the purpose of privacy safeguards in the financial services industry
- Define the terminology used in discussing privacy issues with consumers
- Explain the benefits of information sharing
- Use techniques to safeguard client information from pretext calling scams
- Respond to customer questions and concerns regarding privacy issues.
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.