Financial institutions are dealing with unprecedented and uncertain times and are now trying to assist all of their current box renters. Consumers are asking many questions and my nationwide clients are now requesting assistance and support to comply with these unique branch closing requirements.

Did you inherit this safe deposit responsibility and are now wondering what procedures must exist? Historically, this responsibility has been routinely passed from employee to employee with very little attention given to procedures and documentation. Unfortunately  only after a nationwide COVID-19 pandemic disaster occurs does management turn its attention to this area.

Whether you have 50 boxes or 5,000, this presentation provides a realistic and well-organized method of reviewing your procedures and providing safe deposit box access when your branch is closed. Your speaker knows first hand what to look for; from the most common errors to the not so common, but potentially costly mistakes. This presentation will help you review and establish your own internal vault access procedures.