Procedural
Care
Needs
Compliance
Random
100

What Procedure would you go to if you're unsure where to transfer an Account Holder?

What is Call Transfer Deposits/BFU/Retail Branch Job Aid

100

What does a good Acknowledgement look like based on this?
"I lost my Debit Card & I think there's some transactions that I didn't make"

what is "provide any acknowledgement that shows empathy"

100

What level of Verification is needed to update Email Address/Address/Phone on file? 


What is 2nd level


100

At what point in the call are you able to state that Account Holder has a Discover Bank Account?

What is after 1st level verification

100

What is Minnie Mouse's first name?

What is Minerva

200

What Procedure would you pull up if you were needing to know how to handle a Debit Card Activation/Pin setup request?

What is Debit Card Maintenance Deposits/BFU/Retail Branch Procedure. 

Activating Debit Card - Step 5

200

What is a good acknowledgement to provide if you're needing to place an account holder on hold to do research?

What is "an acknowledgement that provides a timeframe & what you're doing, that shows confidence"

200

What accounts have Debit Cards? 

What form of 2nd level verification can we complete if Account Holder has a Debit Card.

What is Cashback Debit/Money Market

What is XID

200

What steps do we take if there's a Priority note that states "transfer all calls to --?"

What is transfer the call to the correct department

200

This state has a town Called "Boring"

What is Oregon

300

What Procedure would we pull up if Account Holder was inquiring about wire transfer limitations?

What is the Funds Transfer Deposits/Retail Branch Base Document.

300

What is a good way to come back to an account holder when you reach that 2 minute mark on hold?

What is "confident reply where you ensure that the Account Holder knows you're still working on helping them"

300

If we see in Atlas that Account Holders Status says "Card," where would you transfer them to?

What is Credit Card

300

What do we do if Account Holder fails to verify their password?

What is 2nd level verification

300

These 6 people really enjoyed spending the last 6 weeks helping you guys begin a new career!

Who are - Eric/Alex/Madison/Ariel/Ashley/Kevin

400

What Procedure would you pull up if you had any questions if you should notate an account?

What is the Notes Deposits/BFU/Retail Branch Procedure. 

400

What's a great tailored closing after you've closed a CD that just matured & transferred funds into internal account?

What is "closing that congratulates the maturity of CD, while confirming funds are available in internal account"

400

Where would you transfer an Account Holder to if they need to dispute transactions?

What is Reg E

400

Where in Atlas are you able to view details of an Account Holders Bonus status?

What is Account Actions - Enterprise Rewards Offers

400

How many Wrestlemania events have there been?

what is 39

500

What Procedure would you pull up if you have an Account Holder has a TMX Deny Lockout?

Bonus, how do you handle this situation?

What is Account Center Access Deposits/BFU/Retail Branch Procedure.

What is transfer to BFU

500

What is a tailored acknowledgement you could say to an account holder who just had a death in their family?

What is "tailored acknowledgement that includes empathy towards the loss of a loved one"

500

Where would you go to help show an Account Holder how to verify Trial Deposits?

What is CIF emulator


500

How crucial is it to say disclosures Verbatim?

What is Crucial as those disclosures are recorded so we need to be as spot on as possible.

500

This day of the week is most common for children to be born on.

What is Thursday

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