Authentication
OLB
Phone etiquette
General Regions
Transactions
100

How many pieces of authentication is needed for a consumer customer ?

4

100

What all can we reset for the customer? 

1. Username

2. Password

3. Security Questions

100

How long should we quote hold times? 

2- 3 minutes

100

Who is the CEO ? 

Big JOHN aka John Turner

100

True or False: We can change card limits in the card center. 

True

200
True or False: We can assist a customer with a Red Pindrop

False

200

True or False: A customer can reset their password in the app. 

False
200

What is the dead air script?

"I apologize but at this time I am unable to hear you. If you need assistance, please hang up and dial 1-800-REGIONS. Thank you for calling"

200

Fill in the blank: Regions strives to make banking ___ for the customers. 

Easy

200

How long will it take a refund to post from a merchant ? 

3-5 days. 

300

How many pieces of information do we need to verify a business customer? 

6

300

What is the format for RAMS usernames 

last4 of ssn+ current year+ first name first and last initials and Last name first and last initials.
example: Customer Jazmin DeLoach

12232023JnDh

300

When do we use the warm transfer option? 

When transferring to a SUP

300

What is the attendance line number? 

Attendance Line IVR at 1-888-664-SICK (7425)

300

What do you use to review card declines? 

PCCS View

400

Can a POD Beneficiary request a balance on a account? 

NO

400

Can business customers reset online banking from the business profile? 

no. we must verify the business then go back and pull the customer profile.


400

What should we provide to a customer before transferring them to a different department? 

The phone number to the department and the hours of operation. 

400

What would code if you have to use the potty? 

PERSONAL

400

True or False: A customer card can remain open per their request if they have fraud on the account. 

False- all fraud cases the card will be closed.

500

What information is needed to access a Now card in RAMS? 

The card number! This is the only product we can pull with a card number. Now card numbers are the account numbers for that product 

500

Can a Co-owner reset another co-owner profile for Online Banking? 

No. OLB is done per customer. Only the customer who is logging in can reset the online banking. 

500

How long should you wait if a customer places you on hold? 

2 minutes, then read dead air script 

500

How much time are you allowed in Not Ready each day? 

None!!! avoid coding not ready as much as possible

500

Can we release multiple pending transactions on account?

Depends on the transaction. Best practice is to pull the KRIS Doc- Servicing a Checkcard/ATM or Business Expense Card 

M
e
n
u