glitter
rose
pink
gold
shiny
100

T/F> Can you transfer to deposits in the messaging chat?

false

100

Name something you might find in a desk drawer?

pens, paperclips, tape, staples, sticky notes

100

Name a popular flower in a bouquet.

roses, lilies, daisies, carnations, asters

100

Name something that plants need to grow

sun light, plant light, rain, water, soil, fertilizer, cold weather

100

T/FCan I transfer the POA to the SME (subject matter expert) to change their last name

Yes/true

200

If the cm is on the messaging platform and asked you to activate the card, how do you handle the situation?

Provide self service or have the cm call in 
200

T/F> On the messaging chat the cm has verified however you see the cm has a BANKRUPT status, do you help the cm or have the cm call in?

after verification xfer to CMA

200

On the messaging chat platform can you cancel Direct Pay enrollment?

no cm would have to complete via IVR

200

On the messaging chat platform the cm is asking what is the last most recent address on file, can you release this information to them?

Yes because they are a value to the company and it's a simple request

200

The cm is on the messaging platform, and is inquiring about cash back bonus redemption via electronic deposit, how do you handle the situation?

transfer to level 2

300

Cm stated they did not receive the welcome kit & wants you to resend them another one, on the messaging platform, how do you handle the situation?

Resend it in ORION frontline can handle this just like phones

300

T/F> Can you help the cm with a forced authorization on the messaging platform?

false- cm would need to use the mobile app

300

If the account status shows Charged Off in messaging chat can you help the cm?

transfer level 2

300

The cm is on the messaging platform> had a payment to be made for June 23 but needs it to be changed to June 13. How do you handle the situation?

Xfer to level 2

300

The cm is on the messaging platform, the cm wishes to complete a credit line increase. How do you handle the situation?

Direct the customer to self-service or call to complete an application.

400

Can you add an Authorized User in the messaging chat?

Yes we can, via ORION

400

Cm is on the messaging chat and is trying to enroll into Payment Protection, how do you situation?

transfer to DPS department

400

The cm is on the messaging chat and requesting a CBR via ACH form, how do you handle the situation?

Complete it for them after they are verified

400

T/F> when closing an account on the messaging platform the request must clearly indicate the account is to be "Closed or Cancelled".  

True 

400

CM wants to complete a new BT on the messaging platform, what department would you transfer the cardmember to?

Level 2

500

How do you transfer the cm to CMA department on the messaging app?

Directory->Messaging CMA


500
If the cm has questions about the FICO score on the messaging platform, can you help the cm?

yes by transferring the cm to CSE>Level 2

500

What are reasons to transfer to deposits on the messaging platform?

Transfer for questions about checking, savings, money market, CDs, or IRAs.

500

T/F> If a customer requests to update their contact information, tell the customer to complete via CEG/supervisor

True

500

T/F>Conversations should be transferred to CMA Assist for the same reasons as phones. 

False, call CMA warm xfer

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