CCD/Salesforce
What are the four verifiers on the account?
SSN, DOB, MMN and Phone number on file
True or False: Cardmembers can update their email address and phone number on the "Services" tab.
FALSE - "Your Profile"
What do we call the set of numbers needed to withdraw cash?
PIN
What do we call the person whose name is not on the account?
What is the minimum age required to be added to an account?
13
Which icon do we click if we want to check the previously sent letters on the account?
Document/Letter Box
True or False: Cardmember can request a replacement card through the website.
T R U E
True or False: There is a fee for going over the credit line.
False - THERE IS NO FEEEE!
Please provide three information that we will need from our cardmember to process the payment.
Account, amount and date of payment
Can an authorized user report lost/stolen cards or fraud on the primary account or their account only?
Their account only.
What icon represents the contact information for Barclays?
"@" sign
Cardmember was on the website and asked where she could find out how she could earn points by using the card. Where should we direct the cardmember?
Rewards & Benefit
Give us one reason why cardmember will request a payoff amount.
- Cardmember intends to pay after the due date
- If the balance is made up of any charges that accrue residual interest, such as balance transfers, cash advances, or convenience checks.
What do we call the timeframe between a cycle date and a due date?
Grace Period
An authorized user calls in saying they no longer want to be on the account - what do you do?
Advise the authorized user they can remove themselves from the account.
Terms Tab
Where should we look for the customer's spending analyzer?
Activity and Statements
Can you please explain the concept of re-distributing credit line?
Transferring credit limit from one card to another.
What happens if our system detects that their savings or checking account has not enough funds?
Barclays policy for Non-Sufficient Funds (NSF) is to present the payment twice to the external bank.
Provide three pieces of information that we need to add the user to the account.
Relationship to the primary, DOB, First name, Last name, Country of Citizenship, and Address.
When do we use the "magnifying glass" icon?
To search for a different account or cardmember.
Give three examples of what we can see on the customer website's homepage.
Balance, Available Credit, Minimum due, Due date, total points earned, card name, last 4 of card etc.
Processing fee
Give 5 options of cardmembers to process payment.
Mail-in, Western Union, IVR, Online, Website and Phone
Explain what is "Change of liability".
When a user requests to change the owner of an account.