Past Event

Safe Deposit Webinar Series: Part 2
Two hour tele-web seminar May 22, 2012

This program provides the information needed to act in a responsible way and limit liability.

This tele-web seminar will begin on Tuesday, May 22, 2012 at 11:30 AM to 1:30 PM Pacific Time.

Part 2 – Legal Documents & Issues

At the mention of legal documents and issues most employees panic. What are the consequences if I make a mistake? Will I be terminated? Provide confidence for your employees by training them to handle these difficult situations. This program provides the information needed to act in a responsible way and limit liability. Whether your institution is faced with legal documents and issues on a regular basis or only sporadically, Joyce McLin will deliver concise, up-to-date information that will help you handle the situation knowledgeably and professionally.


  • Types of Legal Documents: Court Orders, Bankruptcy Notices, IRS Levies, Search Warrants, Powers of Attorney, Deputy
  • Living Trust
  • Americans with Disabilities Act: Deaf, Blind, Handicapped
  • Insurance
  • Drilling safe deposit boxes
  • Unclaimed Property.


Safe deposit attendants, supervisors, new accounts, CSRs, auditors, compliance officers, training directors, branch managers, assistant branch managers, and regional managers.


Joyce McLin, was Executive Director of American Safe Deposit for 22 years. She is now a safe deposit consultant working with banking associations and financial institutions across the country. Joyce has 15 years experience as a bank training director, security officer, marketing specialist, HR director and safe deposit manager. Thirty six (36) years of experience with safe deposit contributes to McLin being called the EXPERT in safe deposit. She has contributed many articles and interviews regarding safe deposit policies, procedures and security.

Credit Information

2.0 total credits


Member price: $250.00 | Non member price $500.00