Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
Authorization to Close Account
Lisa Bezner, The First State Bank of Gainesville, Texas, and BOL User "Donna Banker", each furnished a different form that is designed to befilled out at the time of closing an account by tellers/new accounts to show if the customer had an ATM card, check card, etc., so those can be terminated. Review both forms to see which one would best meet your needs.
First published on 01/15/2005