Independent Banker - November 2019 - 21

Next: How community banks are innovating in their own ways
to wire a lot of money or other unsettling
interactions with caregivers.
Over the past year, Mechanics Bank
has dealt with several cases where
older customers have attempted to
wire most, if not all, of their savings
to a " friend " they met online. In these
instances, the bank may refuse to wire
the funds and contact the customer to
discuss the situation. " We then add
messages to the customer's profi le in
order to prompt front-line staff to pay
even closer attention to activity that
could be related to the exploitation of
our customer, " Schoonover says.
Some banks are taking a more proactive
approach to detecting cases of
potential EFE. For example, USNY
Bank uses analytical software to
search for anomalies. That analysis
helped to identify one case involving
multiple seniors linked to one particular
caregiver.
All banks have diff erent tools in the
toolkit to address the growing problem
of EFE. Phillips adds: " The best advice
is for banks to be as diligent as possible
and make sure staff are well trained. "
Beth Mattson-Teig is a writer in
Minnesota.
i
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Independent Banker - November 2019

Table of Contents for the Digital Edition of Independent Banker - November 2019

Table of Contents
Independent Banker - November 2019 - Intro
Independent Banker - November 2019 - Cover1
Independent Banker - November 2019 - Cover2
Independent Banker - November 2019 - Table of Contents
Independent Banker - November 2019 - 2
Independent Banker - November 2019 - 3
Independent Banker - November 2019 - 4
Independent Banker - November 2019 - 5
Independent Banker - November 2019 - 6
Independent Banker - November 2019 - 7
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Independent Banker - November 2019 - Cover3
Independent Banker - November 2019 - Cover4
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https://www.nxtbook.com/mspc/independentbanker/december2017
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https://www.nxtbook.com/mspc/independentbanker/may2017
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