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When Your Customer Really, Really Thinks He's Won
(Presented by Elaine Dodd)
What?
Since Oklahoma Bankers Association started its fraud division, Elaine Dodd has had the fortunate opportunity to speak with and for thousands of bankers and their customers annually. While assisting in fraud investigations and receiving daily calls from customers, Elaine has been able to develop insight on approaches that will resonate with your customers, particularly the seniors who are so often targeted.  | WEBINAR TIME:
11:30AM - 1:30PM PT
12:30PM - 2:30PM MT
1:30PM - 3:30PM CT
2:30PM - 4:30PM ET |
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We all know that the lotteries and sweepstakes offers are bogus but exactly how do you convince your longtime customer that they will not be a millionaire overnight? A proactive approach will be presented that has been time proven.
Why?
Frauds and scams impact your financial institution's bottom line, having the ability to cause large losses in an instant. An awareness of what your customers are facing before they bring that counterfeit instrument into your bank (glowing with the expectation and absolute certainty of sudden riches) can improve your success in getting through to your customer and minimize wasted time. We continue to see customers who are defrauded of their entire life savings. We all have to update our knowledge and skills because, quite simply, it's the right thing to do.
Program Content
Current information on scams and the forms they have morphed into today
Obvious red flags and those questions that will lead your customer to share the real stories
Typical scams
Counterfeit documents most often seen and easier ways to detect or verify them
Tips on a novel approach for seniors
Tried and true steps to overcome the greed and stubborn resistance that often accompanies these scams
Proactive educational ideas that will make you a hero in your customers' eyes
Resources and great suggestions to limit the number of scams you see and the time you spend dealing with them
Suggestions on how to better network with local law enforcement, prosecutors, financial institutions and retailers
Who?
The program is designed so that anyone in banking can learn effective methods to deal with the fraud issues and scams that are escalating at a rapid pace. Tellers, loan officers, and customer service representatives may face these issues with more frequency but anyone at any level may be faced with these questions and issues.
The Speaker:
Elaine Dodd is vice president of the Fraud Division at the Oklahoma Bankers Association, currently providing training and investigative assistance for banks statewide and providing fraud training to thousands of bankers and customers across the state. In her former career, she spent 22 years in law enforcement doing investigative work for the Oklahoma Bureau of Narcotics, retiring in 1995 as their Director. Her tenure there allowed opportunities for investigating white collar crimes as a diversion investigator, as well as training for officers and medical professionals. Elaine was a featured speaker for the Drug Enforcement Administration and the pharmaceutical industry in conferences across the U.S.
In her four years with Oklahoma Bankers Association, Elaine has received the Gatekeeper/Heartline Volunteer of the Year Award for service in networking and training bankers to protect Oklahoma's older adults, the OBA Chairman's Award, and a nomination for the 2005 Journal Record Woman of the Year award. She continues to present dynamic programs that are well received by both bankers and their customers.
More information...
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888-229-8872