Service1st Transfer
All Other FI Transfer
Random
Opening and Closing Script
Statements and CIMS
100

Who is Service1st? 

Service First bank is a bank with numerous banks under it's Portfolio. They provide us with various clients.

100

What is the logo for Black Opal, Inc?

BLA4

100

Based on the smartguide document, what is the business hours for service1st? 

8:00am to 6:00pm 

100

When do you use the general call opening?

When there is no FI name in the smartphone.

100

What does the term CIMS mean?

Critical Incident Management System

200

Can we give out the contact number for Service1st if the CH ask?

No

200

What do you do if the CH contacts us outside of the FI closing hours? 

Advise them that the FI is closed and offer the contact number.

200

What is the call disclosure when the FI answers?

This call is monitored and recorded

200

What is the full call opening for an Enfact call? 

Check smartguide

200

Can you create multiple request under one CIMS case?

No

300

What should you do if you contact service1st and get an automated system?

Advise the CH that you will be transferring them to an automated system. 

300

How long do you wait on the line for the FI to answer?


3 minutes

300

What was the password of the day on July 24?

Lamb

300

Whats the opening statement for a contact where the case # is given within the softphone OR whisper tone?

Check smartguide

300

Smartguide Solution for Statements?


200503171056651

400

What is the notes format for Service1st?

[SITE]//[Last4Card]: [CALLER] requested assistance with [SERVICE]. Cold transferred to the [IVR_NAME] system.

400

If I am transferring to another FI do I need to offer further assistance?

Yes

400

What is the solution ID for transferring to FI?


200511142219977

400

Where do you check to find out if you need to give the survey script on your call?


Softphone

400

What is the cost of a statement reprint for Black Opal (BLA4)?

$5

500

Once the FI answers the call, what is the suggested scripting?

Good [morning/afternoon/evening]. My name is [Associate's First Name] with Fiserv Cardholder Services. Before we go any further, please be aware that this call may be monitored or recorded.

500
Do we warm transfer if the CH fails auth? 

No, we can offer the contact number.

500

When using a smartguide document which system or tool do you select?

Client360

500

What is one important portion of the Enfact closing statement that always needs to be stated? 

This call was for your protection.

500

Which CIMS case type would you use to change a credit limit?


CLChange