Credit Card Lite
Credit Card Lite 2.0
Payments & Transfer
Payments & Transfer 2.0
100
What path will help understand what you can and can not assist with when dealing with credit card accounts?
Deposit and Credit Card Inquiries Job Aid
100
What percentage bonus will a Platinum Honors and Diamond Honors get on their Customized Cash Rewards?
75%
100
What path will help you in completing a transfer/ payment for the client?
Make a Payment or Funds Transfer
100
What is the limit we are allowed to transfer for our clients in CEW?
$100,000
200
ALWAYS offer digital options first, when applicable, before transferring to the servicing department?
True or False
TRUE
200
From enrollment date, how many days can the bonus take up to for them to be applied?
30 Calendar Days
200
It is not always necessary to read al disclosures to clients, depends on the account and or amount?
True or False
FASLE
Read all disclosures to the client.
200
What path will assist with knowing what our limits are in transferring funds for our clients?
Standard Authority Limits Job Aid
300
Are you able to assist with getting a credit card added to clients digital wallet?
Yes or No
YES
300
For the Unlimited Cash Rewards credit card what is the total cash back a GOLD tier client will earn if they only spend $10,000?
$187.00
300
The client may NOT transfer funds from a Representative Payee account into their personal account.
True or false
TRUE
300
Once payment/ transfer is completed by us, will client receive a confirmation email?
Email confirmation is NOT sent to client; however, a confirmation number can be provided upon client request
400
What is the path to show you in CEW on how to activate a card card if self service is not a option for client?
Activate a Card
400
For a Travel Rewards credit card, how long does the client have before their points expire?
As long as the card is open and has active charging privileges, points do not expire
400
Which email will you send client when we lead with Digital 1st in assisting with transfers and payments?
Pay & Transfer - Me2Me
400
Which option (s) do our clients have to transfer and make payments that are always available?
Funds transfer and payment options are available 24/7 in Online and Mobile Banking.
500
What path (AND UNDER WHICH SUB TOPIC) will show you which percentage our clients will earn based on their credit card for them being in a certain preferred tier?
Preferred Rewards Program Job Aid
AND
Preferred rewards Benefits....
(6th option down from the very top)
500
What are the different categories a client can chose from as their 3% earner in the Customize Cash Rewards credit card?
- Gas and electric vehicle (EV) charging stations
- Online shopping: including cable, streaming, internet and phone plans
- Dining
- Travel
- Drug stores
- Home improvement and furnishings including construction materials
500
Should we be offering our clients the options of using our IVR system to make transfers/ payments?
Yes or No
YES
Step 3
Promote the benefits of the client completing the payment/funds transfer via Interactive Voice Response (IVR).
500
Clients can make a payment from their account at another financial institution.
True or false
TRUE