In a recent update this new information about a customer now appears.
What is the age of the customer
100
When did the Beach Pass end?
What is 6/10
100
The members of the committee
Who are Jonathan, Misty, Jen, Nina and Amy - plus some other helpers!
100
When do I enter items in HROnline?
What it is: It depends. Review the FAQ process grid. When it doubt - don't ask your TL/RM to make sure it should go into the system. Also, be sure your detail is specific but not too wordy.
100
How often should you be meeting with your staff formally?
What is every other week
200
When two customers need to be merged what needs to be in the comment section.
What is simply the two CRM ID numbers.
200
The amount of new money with this promotion so far....
What is $10 million!
200
The name of the type of question asked when going from service to solution
What is a transition question or statement
200
Where do I go if my incident submitted hasn't been "closed"
What is review your incident tab. There may be additional notes that require action.
200
How often should you be observing the tellers?
What is 2 observations per teller per week or 8 observations per month.
300
When I've uncovered a referral that is inappropriate I have to put in an incident? True or False
What is False. You simply change the referral in closed non-qualified.
300
Who do you contact when you are requesting an exception given the promo has ended?
Who is Rate Exception Email Group.
300
The use of this type of question assists in narrowing down information obtained through your "interviewing"
What is closed ended questions.
300
If the auditor asks for the Branch Quarterly Checklist you give it to them - True or False?
What is False. The checklist, is used for our internal purposes only.
300
How often should we would observing the bankers?
What is once per week or four times a month.
400
The newest incident processed through the CRM?
What is a BAW request.
400
Now that the Beach Pass has ended what do we do now?
What is all the same we still have the best products in town.
400
Regardless if sales or service the process starts with this step.
What is Warmly Welcome
400
When do you balance your drawer?
What is at the end of the day.
400
How do you know when the staff is engaging their customer?
What is they are having genuine conversation!
500
How do I know who may have made changes to a referral?
What is look at the bottom of the referral for the "footprinting"
500
Why the tellers and bankers have an easier time "selling" when we have the beach pass
What is they see a "WIIFM" for the customer. A tangible reward for the customer.
500
Those you can truly start coaching to the expectations from the Customer Solutions Training
Who is RSSMs and RBS
500
Why did we go through the scheduling workshop process?
What was to improve our staffing levels to align with our customer traffic.
500
How you respond to behavior you like.
What is praise! Reinforce the good behavior - you'll just keep getting more of it!