Systems
Flow
General
The Hunt
100

I can tell what type of an account the customer has and if other are in the account with them and in what capacity.

What is CTI?

100

Customer is upset with a charge, I should offer this before determining the cause

What is empathy?

100

Customers asking for a branch address is what type of risk?

What is low risk?

100

As a premier customer how many cashiers check can be requested without charge?

What is free up to 5 per month?

200

I can show what and how something can be done while you speak to a customer.

What is the CCC Service Policies and Procedures?

200

Before I probe and resolve I will do this in the call flow

What is Greeting and ID Authentication?

200

In CTI the physical address is the _______ field.

What is the Customer Address Field?

200

What is the earliest I can go in this afternoon to the DTC Branch in Colorado and make a deposit?

What is 1:15pm?

300

I can help you practice the flow and searching information in a QA enviornment.

What is CTI QA?

300

Once I listen, probe and inform, I will...

What is Solve the problem

300

To change the address in Max, you first need to click me.

What is maintenance?

300

As a free checking customer, what is the most I can withdraw per day?

What is $500?

400

Becuase I am high risk transaction, you need to search and verify me in HOST FDR

What is the CVV?

400

I can prevent future call backs if I can anticipate

Anticipate customer's unstated needs

400

For the updated address to appear in the Current Customer Address field you need to ?

What is update and send to host?

400

What routing number should I give for an account in Florida to so I may receive a wire transfer?

What is 053100300

500

I can assist you in determining why a customer's debit card is not working.

What is FDR?

500

I consist of five things  that I will do on each call regardless of the call driver (what are they)

What is Greeting and ID authentication, ID all customer needs, research probe to answer accurately, resolve the issue on the 1st call and recap and show appreciation?

500

I can define and provide retail risk categories

What is the Risk Factors Retail Tab?

500

My Brother is sending me money transfer from his bank in Germany to my account in Oregon.  What routing number should I give?

What is FCBTUS33XXX?

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