Chase
This message is for Inbound Sales (SB Small Business agents) NOT for CCT. We service our customer and do not transfer
What is Chase DBA - Transfer Speed Dial 409?
American Spirit, Antique, Monterey, Blue Marble, Green Marble, Gentry, Tamperguard (Blue), Wounded Warrior, Susan G. Komen, Orange Diamond, Pink Clove, Teal Circles, Green Primitive
What are Premier Colors/Design?
#66152
What is the Customer Department?
93%
What is the Compliance goal?
Enter Code 5208 for US Bank order
What is US Bank order under $200?
Allows Deluxe to capture pertinent information, resolve consumer and banker issues, and initiate reporting when necessary.
What is CCF/Customer Comment Form?
#66805
(There is an answer to get x2 points)
What is Transfer to a manager?
What is WARM transfer to a manager?
1915
What year was Deluxe founded?
Customer calls for status and gives order CHPXXXXXXXXXX
What is search by reference number (like internet orders) in COMET?
"How is your day?"
"Hope you're doing well today"
"How is the weather where you are today?"
What is Building Rapport?
In support and partnership of Deluxe's commitment to support the LGBTQ+, the Checks Team created a Gay Pride check to spread awareness and representation.
(True/False)
What is True?
Banker was told by branch Manager we are allowed to apply discretionary waives, so we can waive it.
(True/False)
What is False?
Provide the email address: W9_ComplianceRequests@deluxe.com
What are Tax Form Questions?
This field will be removed in a future release of SF because if an address is entered, a confirmation will not be sent. (Current change is for both SF and COMET).
What is Banker Email Confirmation?
"This call may be monitored or record for quality purposes."
What is Handoff verbiage?
Following this will help to mitigate any compliance risks, heighted regulatory scrutiny, and monetary damages for our financial institution clients. Some of the compliance considerations included data privacy, preference management, privacy of financial data, transparency of offer, and accessibility for customers with disabilities.
What is the Call Flow?
All Chase orders placed through the phone channel (COMET/SF) are held for 24 hours based on this, therefore promised or expedited production is unavailable indefinitely. No exceptions.
What is Mandatory ACF Hold
(All or Nothing)
C______ _____
L_____
E________
A________
R_______
What is Customer Focus, Listen, Empathize, Apologize, Reassure?