Maricopa Community Colleges  CSI125   20064-20086 
Official Course Description: MCCCD Approval: 07/22/08
CSI125 20064-20086 LEC 0.50 Credit(s) 0.50 Period(s)
Bank Center Sales II
Additional sales training for telephone banking center representatives. Emphasis upon Certificates of Deposit (CD) account maintenance and handling procedures. Examines account retention strategies and closing steps.
Prerequisites: CSI115.
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MCCCD Official Course Competencies:
 
CSI125   20064-20086 Bank Center Sales II
1. Explain basic components of a Certificates of Deposit (CD) account. (I)
2. List steps and required documents to open a CD account. (I)
3. Perform maintenance requests for a CD account. (I)
4. Apply retention strategies when customer is canceling an account. (II)
5. Review account closing procedures. (III)
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MCCCD Official Course Outline:
 
CSI125   20064-20086 Bank Center Sales II
    I. Certificates of Deposit (CD)
        A. Overview
        B. Account Opening Procedures
        C. Maintenance
          1. Renewal
          2. Partial Withdrawal
          3. Adjustment
      II. Retention
          A. Techniques
          B. Database
        III. Closure
            A. Options
            B. Steps
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