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Truth in Savings Act (Reg DD) for Call Center Representatives
 

This course focuses on the Reg DD responsibilities of Call Center Representatives. It provides information concerning the Truth and Savings Act to help depositors better understand and compare account terms and conditions. The course lists and explains deposit accounts available to or held by clients that are covered by Reg DD. This course also helps Call Center Representatives identify specific 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

Call Center Representatives who are responsible for opening new accounts and quoting rates over the phone.

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