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.
Disaster Recovery Contact Information Handout for Customers
Ginger Batson with First National Bank, Muskogee, has created a handout to provide to evacuees for her bank (and yours). This helpful two page sheet contains banking and financial services contact information, so that customers who need to replace IDs, contact their credit card issuer about lost cards, or make any number of other necessary contacts will find the numbers they need, as well as frequently asked questions prepared by the regulators. You'll find this great handout in Banker Tools in both PDF form, ready to print, as well as in Word doc format, which you can customize.
First published on 09/01/2005