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#902863 - 02/11/08 08:31 PM Closing Account Checklist
Redster Offline
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Joined: Sep 2004
Posts: 16
Does anyone have a checklist or questions that Tellers and CSRs are to ask before they just close out a customer's account?

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#903497 - 02/12/08 07:59 PM Re: Closing Account Checklist Redster
Blade Scrapper Offline
Power Poster
Blade Scrapper
Joined: Aug 2004
Posts: 5,912
Outside A Garage
We have one, that the customer must also sign if they are closing the account in person, that covers things like outstanding checks, automatic debits, sweep arrangements and the like. It also lists the steps the teller must complete as well.
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