Speaker: Kristen Tatlock

For frontline staff, safeguarding a member's privacy and personal information is crucial to building trust and ensuring the member feels secure and valued by the credit union. In this session, we'll go over the rules for sharing information and talk about the notices that explain how and with whom the credit union shares your information. We'll also discuss when the credit union must give members the option to opt out of sharing their information. By the end of this session, frontline staff will be equipped with the knowledge and tools needed to effectively protect member privacy and comply with all relevant regulations.

Learning objectives:

• Understand what is considered nonpublic personal information
• Learn when credit unions can share information without providing an opt out and when the credit union is required to allow members to prohibit sharing of their nonpublic personal information
• Review the privacy notice required to be provided at account opening

This webinar is part of Frontline Compliance Webinar Series 2024.