Goals/Stats
A representative will need to submit this SR to have a payment reversed.
Loan Documentation - Payment Adjustment
Which teammate has a dog named after a Dawsons Creek Character?
Stormin Norm!
When do we read disclosures?
Anytime it is brought up on the screen/is notated to be done in a KeyPro
What is the goal for Sentiment?
43%
What is the fee amount to do a FRO?
$50
Who has a German shepherd Husky mix dog named Echo?
Jay-kwellen
What is considered an infraction for a hold?
10 minutes
What type of account does not have the following:
Check writing capabilities
Overdraft fees
Hassle free
What stat should be below 10%?
AAI and ACW
This teammate LOVES being outdoors (camping, fourwheeling, snowmobiling, etc.)
Laura
What flashes showing your hold time?
WDE
Did we ever send help to this teammate for her 2 daughters that are teenagers?!?! (we might want to check on her!)
Steph
When a branch calls in, do we assist? if not, where do we send them?
Only for OLB - Answerbank
What is the best way to find a debit adjustment?
Hogan stmt screen, SR tab, additional docs tab on account, disputes filed within the last 90 days
What is the team goal for NSS/NPS?
60%
Where can we go in quest to see what has been worked on in the past for a HEI/OLO/OLI/HEO account?
Task list - closed tab
Which teammate has a tattoo with their kids names? What are the names?
Sherri! Ross and Kendall
Should we be placing restrictions on account for anything except fraud?
No.