Customer Entitlement
As an employee, can I add an employee?
no, only AO and proxy can add employees
Where can you locate Product News and Promo Offers?
Frontpage under Product News and Promo Offers
What is the Workflow you need to access for ADA Format?
Communication Preferences
Who would you transfer to report the death of someone on the account?
Estates
What type of pet does Ari have?
a dog
As a proxy, can I close the account?
no, only primary
C3 Code to access NABO on account
IACD
What workflow is used to update a customer's business?
Business Description
Who would you transfer when a customer needs payment assistance?
Collections, they manage payment plans and assistance
Does Colby have a son or a daughter?
Daughter
As an employee, can I complete an address change?
yes, limited to employee's own account
T/F: Richer premium is always available
False, we must verify richer premium eligibility on frontpage
Are all products avilable for product change?
no, must check product change workflow to see elegibility and what products would be available
Who would you transfer when a customer is requesting a lower apr?
no one, unless they specifically ask for a supervisor, apr is non-negotiable
What did Steph have for breakfast?
Tamales
As a proxy, can I remove a proxy?
yes, limited to themselves
T/F: An annual fee is considered a purchase to help meet spending requirements for NABO.
False, annual fees and interest charges are not considered part of spend
When reporting fraud on a business account can we just flag charge and replace card?
no, we must connect to business fraud
Who would you transfer to if customer wants to remove something from their credit report?
no one, customer would need to initiate dispute with credit bureau
What color was Angelic's sweater yesterday?
Gray
As a proxy, can I cancel AutoPay?
no, only AO can cancel autopay
What if richer premium is not available?
unfortunately this is a talk off as supervisors cannot do anything differently
Can we reinstate a closed business account?
Only if it was bank error, CM request within 30 days or plastics werew returned, reinstatement will be done through C3 assistant
Who would you transfer to if customer states account was fraudulently opened
CPG
What sport does Kam coach?
Cheer