Authentication
may be for ____________ purposes
What is recorded for quality
Number one reason why
What is customer security
Customer isn't able to verify recent transaction or debit card information
What is escalate to manger and ask client to come into branch
Needed to locate customer
What is SSN or full account number
Amount of verification needed for account maintenance
What is two
Customer does not pronounce name but instead spells it
DOB address and maiden name
What is not needed for authentication
Amount of verification needed for account balance
What is one
customer refuses to give account or ssn number
what is escalate to management
Third Party calls in
What is unable to provide information
After pulling up customer profile, first thing we should check
What is account alerts
Transfer over the phone
What is unable to offer to customer, refer to online banking or branch