Privacy for Customer Contact Personnel
Description: Privacy for Customer Contact Personnel explores the everyday privacy issues that customer contact staff is faced with on a regular basis. It provides a broad overview of privacy laws impacting consumers, including the Right to Financial Privacy Act and the Fair Credit Reporting Act, with a deeper look at Regulation P: consumer privacy guidelines resulting from the passage of the Gramm-Leach-Bliley Act. This course defines the terminology used to discuss the privacy issue, including opt-out, consumer vs. customer and how to answer consumer questions about their privacy rights.
Audience: Employee with customer contact in a financial institution.
Learning Objectives: After completing this course, students will be able to:
- Define privacy
- Explain the purpose and function of three key consumer privacy laws
- Describe the privacy rules for financial institutions
- Describe what information can be shared and when a customer must consent to information sharing