Customer Experience

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Standard Operating Procedures

Bitcoin Checking

Interest-Bearing DDA/SAV

Tag: Close CD

Can the client transfer the close-out funds from a Quontic Certificate of Deposit(CD) into another CD held at a different institution?

October 21, 2022

October 24, 2022

Customer Experience, Standard Operating Procedures, CDs, Closed Account Requests, CDs, Voluntary

CD, Certificate of Deposit, Close CD, CD closeout, CD transfer

CX CD New Rates and Closure Items

September 22, 2022

October 25, 2022

Customer Experience, Standard Operating Procedures, CDs, Quality Assurance, Retention, CDs

CD, Close CD, Retention, New Rates, CD Retention, Save, Closure items, close cd request

When can a client send us a CD closeout request?

September 22, 2022

September 27, 2022

Customer Experience, Standard Operating Procedures, CDs, Quality Assurance, Retention, CDs

CD, Close CD, Penalty, Maturity, Date, CD close out, Ten day, Grace period

I Opened My CD in Error – What Can I do?

September 14, 2022

September 14, 2022

Customer Experience, Standard Operating Procedures, CDs

CD, Close CD, Open CD in error

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