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2018 Colorado Account Documentation Manual

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Price: $500.00
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Description

The challenges facing customer contact personnel continue to escalate as new and innovative products are introduced in the marketplace. Too often, personnel are trained on how to open certain types of accounts and what documentation to request, but are not given the whys behind the policies and procedures. This new manual provides best practices all bank employees should exercise when establishing new accounts. 

 

A downloadable .PDF of the account manual will be included in the receipt you receive, upon making a purchase. 

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