January 24, 2018 - 4:23pm
#1
I am looking at our Business Account Program and wanted to compare what we are doing with other CUs. I wanted to see if anyone could share the following:
Business Account Policy
Business Account Procedures
Business Account Risk Assessment Template
Business Account Audit Template
If anyone can share any of these documents or any other additional information, please let me know.
THank You.
Kathie Harmon
