This is 65% of your Closed Referrals/ Production Point goal.
What is 16 points
100
On what tab can you verify if a customer has online banking / bill pay.
What is Accounts Tab.
100
This is the main difference between Incidents and Activities.
What is an Incident requires action, Activities are simply notes.
100
What are 2 places you can create a new customer from.
What is the Customer View Tab > Create New Prospect/ Customer or when searching, in the search box click "Create New Prospect/ Customer".
100
What report can you view to see outstanding activities.
What is the "Activities to Do" report.
200
You must achieve this % on your scorecard in order to receive a payout.
What is 65%.
200
On this tab we keep important information that will not get lost in activities, such as passwords.
What is the Comments Tab.
200
When locked out of Online Banking platform applications you enter this.
What is an Incident.
200
Name five ways you can search for a customer in CRM.
What is Debit Card Number, SSN, Phone Number, Account Number, OSI Person Number, Name and Email Address.
200
This report will tell you the balances in accounts that you have opened.
What is Deposit Production Details.
300
Name 3 referral opportunities that do not translate into your scorecards.
What are Merchant Services, Credit Cards and Wealth Management.
300
On this tab you can navigate between associated profiles.
What is the Relationship Tab.
300
A customer calls and wants to Opt In to Extended Coverage (Reg E).
What is Activity.
300
Where can you find scanned letters of authorization and other important documents.
What is under Files or attached to the account on the "Account Tab".
300
What report will show you the average of your last 4 scorecards.
What is Annual Scorecard Report.
400
Name the 4 weighted categories on your scorecard.
What is Closed Referrals/ Production points, CSC Productivity, Customer Experience and DDA Deposit Production.
400
On this tab you can see if a Merchant Customer is serviced by WTC.
What is the 360 View Tab.
400
Customer received a $5 "Undeliverable Statement" fee on their account, they call and update their address. OSI is flagged to notify Deposit Operations once updated, you enter this.
What is an Incident.
400
Where can you find a customers drivers license number?
What is by clicking on a checking account that the customer is a primary on.
400
This report gives you a break down and totals of all activities entered.
What is Management Summary Report.
500
Customer Experience Scores between ________ and _______ will give you a 100% payout in this category.
What is 94.0% and 98.9%.
500
Name the four basic pieces of information you can see about every account on in the Accounts Tab.
What is Product Type, Account Number, Date of Opening and Balance.
500
You notice two CRM profiles for the same customer with the same address only one has a SSN of 000-00-0000. What specifically do you enter?
What is a Customer Merge Incident.
500
Where can you find the accounts that the customer is a beneficiary on.
What is the accounts do not show in CRM.
500
This report will show you your loan that have closed and the dollar amount of the loan.