CITY NATIONAL BANK – PLATFORM

Assignment Overview
Ask a banking representative about personal checking accounts to ensure they are building rapport with customers, identifying needs, and recommending appropriate solutions. You do not need to be a current customer of City National Bank to complete this assignment.


Instructions last updated: 7/2/2024 @ 2:48 PM ET

PROJECT & SCHEDULING NOTES

Your activity in the bank will be video recorded, and the information in the report you submit will be compared to the video for accuracy. Reporting inaccurate information, including inaccurate visit times, per client video review will result in no payment for the shop and permanent removal from the program.