CX CD New Rates and Closure Items

Email Template:

Dear <Client’s Name>​,

Thank you for contacting us regarding your CD account. We would love to keep you as a customer, please see our newest CD Rates:

X.XX% APY 6 Months

X.XX % APY 1 Year

X.XX % APY 2 Years

X.XX % APY 3 Years

X.XX % APY 5 Years

If you wish to continue to close your account, depending on how you would like your funds returned, we need some information from you:

Return funds to originating fund account:

a. Please confirm the last four digits of the funding account

b. Color copy of your valid government-issued ID.

Return funds to a different account:

a. Color copy of your valid government-issued ID.

b. Copy of a bank statement (must have your name and account number)

c. Bank routing number

(Note if using Online Banking Secure Messaging: Please use the “choose file” to upload your file. One file per message; you will have to send a secure message for each requested copy.)

We hate to lose you as a customer but understand that things happen. Once we understand where the funds should go and have the requested information, we can move forward with closing your account as requested.

Quontic Bank values your business, and I want to reassure you that you receive great products and services while banking with us.

I look forward to further assisting you with your banking needs.

Thank you for being the best part of Quontic.

Best regards,

<CX Team Member>