Call Center: Account Closing

Workflow Template

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.

Related KPIs : Average Handle Time (AHT), Bank Drafts per Employee, Unit Cost: Wire Transfer

What is Call Center: Account Closing?

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 activities have been increasing in the recent decade.

Download a Sample Call Center: Account Closing

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