Call Center: Account Closing Workflow Template

OpsDog Account Closing Workflow - Preview Image

Overview: Call Center: Account Closing Workflow Template

This workflow template illustrates the processing of customer account closing requests through the call center channel. Purchase and download this template in PDF and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Call Center: Account Closing process.

Download a Free Sample of this Workflow Template


Process Details and FAQ: Call Center: Account Closing

What is included in the Call Center: Account Closing process?

The Call Center: Account Closing process involves the processing of customer account closing requests through the call center channel. This process includes customer profile verification, customer dissatisfaction reporting (i.e., determine why the customer wishes to close their account), pending transaction resolution and/or final account termination processing (to complete the account termination process, perform a fund transfer or bank draft). Any outstanding payments or transactions should be verified and paid before a customer account can be terminated. Due to the convenience of the process, phone and online account management activites have been increasing in the recent decade.


Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Call Center: Account Closing process:



Which employees and/or departments are involved in this process?

The following parties are typically involved in the Call Center: Account Closing process:


  • Customer
  • Call Center Representative
  • Treasury Analyst

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.


How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.


How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF and Visio (VSD) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.


Questions?Call: 844-650-2888Email: info@opsdog.com
  • Workflow Template

    $15

    Call Center: Account Closing

    - Instantly download files
    - Includes PDF, VSD file formats
    - Customize the Visio version
    - Mapped in BPMN 2.0 format

    Questions?

    Call: 844-650-2888

    Email: info@opsdog.com

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