Blank Busters
The CEC will only accept ___-___ loan payments.
One-time
Transfers: If the customer is listed as authorized signer on the 'from' account and joint on the 'to' account, should a fee be assessed?
No. The fee should be waived.
What system do we use to assist with troubleshooting online banking?
Candescent
T/F If your interaction is disconnected due to a bad connection, you should not attempt to reconnect.
False. As a courtesy, we should attempt to reach out to the customer.
Per the email sent by Val, who should be contacted if a customer has questions about a garnishment?
The account officer
When customers view their ______ account in online banking, they’ll see a displayed APY of 0.50%
HYBRID
What is the maximum amount of cash a customer can withdraw through the ITM?
$5000
Who should be contacted regarding CallPlus issues?
Any supervisor
Dawn/ Shari
What type of procedures should be used if a customer becomes verbally abuse?
Profanity/Irate Customer
When sending a Zelle hold removal form, what should be in your subject line?
Approve or Cancel Transaction
A _______ _______ on an account provides specific instructions for the handling of that account.
SPECIAL INSTRUCTION OR ALERT MESSAGE
What is the minimum age requirement for Greenlight?
There is no minimum age requirement.
Which department should be contacted if the customer is requesting a reprint of their tax statement?
Core Processing
Most customers are not upset with you; they are upset with _________.
The situation
False
A new card is automatically mailed to the customer on the _____ Sunday of the month prior to the expiration month
THIRD
How many times can a customer apply for a CreditPlus loan?
There is no limit.
Who should be emailed if a business customer is unable to see one of their accounts in their online banking portal?
Cash Management
What is the adherence goal for each agent in CEC?
95%
On March 12th, I sent an email stating an important document (resource) has been updated in the HIT. What was that document?
Helpful Numbers
How often can customers apply for a CreditPlus loan ______.
Annually
What information should be requested from a caller wishing to make a payment on a loan they are not listed on using CheckAlt?
Customer's Name
Account Number
Amount of Payment
Payment Details (account/card)
All media calls should be referred to ________ or _______.
Rob Armour or Amanda Turner
Your _______ can be heard!!
Smile or Attitude
March 22nd