This course focuses on privacy responsibilities that Call Center Representatives face each day. It explains Regulation P that requires financial institutions to disclose the categories of nonpublic personal information that might be shared with third parties. This course helps Call Center Representatives to understand how and why consumer information is shared so they can educate customers and address their concerns. The course also covers how to keep customer nonpublic information out of the public eye in a bank work setting.

Audience

Call Center Representatives who interact with clients over the phone on a daily basis.

Learning Objectives

After completing this course, students will be able to:

• Explain the requirements of Regulation P
• List the benefits of information sharing for your clients
• Describe how to safeguard customer information in your workplace