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Unit 4 Bank Management
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16. Create a chart listing some needs and wants of consumers. In the
second column, list the products or services that banks provide to
satisfy these needs and wants.
17. Create a chart of target markets that a bank might identify. Indicate
on the chart which markets you are included in or excluded from.
18. Using Figure 11-6, add a fourth column titled Customer Service That
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behaviors that would exceed customer expectations.
19. Think about an occasion when you witnessed inappropriate
customer-service behavior at any business. Write a short summary
discussing the encounter and what you think should have been done
differently.
20. With a classmate, take turns role playing a customer-service situation
at a bank. Imagine you are a bank representative answering a
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Working in Teams
Interview a classmate as if he or she were a client whose investment
portfolio you manage. What information would you have to know about
your client to understand what investments would be suitable? Create a
pie chart that shows what percentage of your client’s investable income
you would place in stocks, bonds, treasury securities, and other assets,
such as real estate. Present the chart to your client and your class, giving
the rationale behind your choices.
G-W Learning Mobile Site
Visit the G-W Learning mobile site to complete the chapter
pretest and post test and to practice vocabulary using
e-flash cards. If you do not have a smartphone, visit the G-W Learning
companion website to access these features.
G-W Learning mobile site: www.m.g-wlearning.com
G-W Learning companion website: www.g-wlearning.com