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Official Course
Description: MCCCD Approval: 11/27/01 |
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CSI148 20022-20052
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LEC |
3 Credit(s) |
3 Period(s) |
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Credit Card Balance Transfer |
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Overview of credit card marketing services including balance transfer procedures. Covers duties of a marketing services account manager as well as credit card types, features and benefits. Credit protection services, limit increase procedures and communication skills also included. Prerequisites: None. |
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Go to Competencies Go to Outline
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MCCCD Official Course Competencies: |
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CSI148 20022-20052 |
Credit Card Balance
Transfer |
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1. |
Summarize marketing services. (I) |
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2. |
Explain the duties of a marketing services account manager. (I) |
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3. |
Summarize balance transfer. (II) |
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4. |
Differentiate between revolvers and transactors. (II) |
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5. |
List various types of credit cards. (III) |
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6. |
Identify benefits and features of credit cards. (IV) |
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7. |
Describe effective communication skills. (V) |
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8. |
Explain the benefits of a credit protection service. (VI) |
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9. |
Enroll cardmembers into various products and services. (VI) |
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10. |
Summarize procedures for an auto insurance program. (VII) |
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11. |
Determine eligibility for transferring calls and offering quotes for an auto insurance program. (VII) |
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12. |
Explain limit increase procedures. (VIII) |
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13. |
Differentiate between a balance transfer limit increase and a standard limit increase. (VIII) |
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Go to Description Go to top of Competencies
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MCCCD Official Course Outline: |
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CSI148
20022-20052 |
Credit Card Balance
Transfer |
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I. Marketing Services A. Definition B. Account Manager Duties II. Balance Transfer A. Overview B. Types of Cardmembers 1. Revolvers 2. Transactors C. Stages D. Customer Expectations III. Credit Card Types A. Classic B. Platinum C. Private Issue D. Gold E. Affinity F. Other Brands IV. Credit Card Features and Benefits A. Overview B. Cashback C. Rewards D. 24 Hour Customer Service E. No Annual Fee F. Cash Access G. Insurance H. Balance Transfer I. Line of Credit J. Other V. Communication Skills A. Professionalism B. Credibility C. Effective Listening D. Fact-Find Questions E. Acknowledgement Statements VI. Credit Protection Service A. Overview B. Benefits/Features C. Cost D. Authorization E. Activation VII. Auto Insurance Program A. Overview B. Procedures C. Eligibility By State VIII. Limit Increase Procedures A. Limit Increase Application (LIR) B. Balance Transfer Limit Increase C. Standard Limit Increase D. Process |