... Introduction

In your daily work, clients ask a variety of questions about their accounts. They often query the current balance, the available balance, or ask if funds are clear. They may dispute various debits and charges. Further conversation with them may reveal that they are not fully aware of how their account/s actually work, and what the information on the paperwork they receive actually means. Therefore, it becomes your job to educate them about their accounts as you answer their queries…and to do that, you need to be fully informed.