Show:
Misc.
The Lease
Customer Support/Collections
On the Phone
The Company
100
What is the monthly cost for a Retailer to be signed up with Crest?
$0.00, there are no monthly fees
100
If there is a Co-Applicant do they need to sign the lease?
Yes
100
What is the primary method of taking payments from the customer?
ACH Drafts
100
Name two things that you should include in your greeting on each call
Your name, Company name, How may I help you, Thank them for calling
100
What department handles questions about the status of a customer's application?
Retail Support
200
Complete this statement. . . We provide families with _____ _____ _____ financing through selected retail partnerships.
No Credit Needed
200
Who needs to sign the Receipt of Goods?
The Customer or The Co-Applicant, and the Retailer
200
How much is the NSF Fee (Return Payment Fee)?
$27.00
200
Name two things that you MUST ask for to identify the customer at the beginning of each call
last 4 of the social, First and last name
200
What can you eat at your desk?
Nothing, Take it to the Crest Nest
300
What department would handle a question in regards to linking a retailers website to the Crest application?
Retail Support (the Marketing and Implementation Specialist)
300
Why is item 2 in the lease so significant?
It states the total amount of the lease
300
Who do you email when a customer is filing bankruptcy?
bk.litigation@crestfinancial.com
300
What question should you always ask before ending every call?
"Is there anything else I can help you with today?", "Do you have any other questions?"
300
Name 5 departments within Crest
Customer Support, Collections, Retail Operations, Training, IT, HR, Marketing, Accounting, Funding, QA, Sales
400
Under which tab on the Agent Portal would you find the Payment Schedule
Payments/Fees Tab
400
In what item number within the lease will you find the ACH Authorization?
Article 10
400
If a customer is calling to let us know that they made a Credit Card payment through the portal then how would we stop their next payment from drafting.
Click the cancel button
400
What three things must you do every time you come back from a hold?
1. Greet 2. Thank them for holding 3. Apologize for the hold time
400
What year did Crest begin doing Merchandise financing?
2005
500
If an authorized user calls in how would we confirm their identity?
(Required)Customer's full name, (Required) Authorized User's full name, (One of) Last 4 of SSN, Address, Email, Phone number
500
What two things does the ROG's date (or the delivery date) initiate?
The first payment date (45 days), and the 90th day
500
If a customer has a State grace period of 7 days and wants to move their payment 6 days how much would they pay in fees?
$30.00, for the Change Payment Date Fee (5 day grace period)
500
Name two of the top 10 phone etiquette skills we went over.
Greet, Listen, Empathize, Investigating, Common Courtesies, Avoid Company Jargon, Vocal Skills, Offer Solutions, Appreciation, Going the Distance
500
What is the full name of our COO (Chief Operations Officer)?
Clint Cowley