TS2
Client Centric Pricing
ALS
Sharepoint
Quest
100

This screen is used to determine if the client is setup for automatic payments

What is IAAP?

100

You use this program to view Keybank Relationship Interest Rates

What is KeyBulletins?

100

This code is used to bank ALS to the Rocky Mountain Region

What is BK83?

100

This form located in Sharepoint allows you to provide feedback on an interaction with VAQ

What is the "VAQ Survey"?

100

This number is generated each time a Quest is submitted and can be used to track the status of the request

What is the Service Request Number? (Contact Reference # is also acceptable)

200

This screen is used to maintain the spending limit on a credit card  

What is IASP?

200

Once all three requirements are fulfilled, the client will start receiving the Full Relationship rate at this time 

What is the following month?

200

This screen is used to quote the payoff on a PLOC

What is AMPP?

200

This page displays a list of phone numbers for departments AnswerBank works with regularly

What is the "AnswerBank Common Contacts" page?

200

This general type of request allows you to select the work queue and add your own comments

What is a Free Form?

300

This screen is used to view a credit card's promotional rate and the balance associated with that rate

What is ITCH?

300

An engaged checking account averages this many outflows per month

What is eight?

300

This screen is used to determine the breakdown of a client's bill

What is AMB2? (AMB3 is also acceptable)

300

The AnswerBank Newsletter can be found on this page in Sharepoint

What is the "Team Success" Page?

300
You choose this option under New Contact when submitting a Quest for a closed account that no longer shows in the system

What is "Internal Not in System"?

400

This screen displays the customers and their relationship to the credit account

What is IACR?

400

This word displays in the CCP Relationship field when the client isn't meeting all the requirements for a full relationship

What is Partial?

400

This screen is used to determine the breakdown of a client's payment

What is AMHS?

400

AnswerBank Job Aides can be located on this page in Sharepoint

What is the "AnswerBank Training Materials" page?

400

This type of request is submitted when the amount written on a check is different than the amount that was posted to the account


What is an Encoding Error?

500

When authorizing a CCA Conveinance Check this screen is used to verify with the branch that the information matches the information from the check

What is ICGI?

500

The Savings Products are eligible for CCP

What are MMDA, Savings, CD and KIS?

500

You view this screen to identify the code in the Bill Schedule field prior to going to AMBS to determine the term of an existing FRO

What is AMLT?

500

This page in Sharepoint displays Tips from Staff Development

What is the "AnswerBank, Did you Know?" page?

500

This type of request is used to initiate Loan Research

What is Loan Documentation?

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