The employee who knows the customer must handwrite "______" and his/her initials and employee number on the paperwork/tickets, or on each item being cashed, and encircle.
What is Known Customer?
100
5/3 traces its origins to the Bank of the Ohio Valley of Cincinnati which opened its doors in "_____".
What is 1958?
100
1-866-534-3577
What is the Help Desk number?
200
Gather the "____" , first name & last name to make it easier to find a customer in Ace
What is a Zip Code?
200
Black & Gold & a Man in Uniform
Who is Mimi?
200
-Student ID with Photo (from a known school)
-Employee ID (from a known business)
-Valid signed Credit Card or Debit Card (AMEX, MC, VISA, and Discover only)
-Human Services Card*
-US Military ID
What is Acceptable Secondary Identification?
200
With the turn of the century came the union of the ?"__________ & the __________" to form Th?e Fift?h Th?ird National Bank of Cincinnati on June 1, 1908.
What is Third National Bank and Fi?fth National Bank?
200
Daily Expected Calls for CSR
Daily Expected Calls for PB
What is 5 if CSR & 25 if PB?
300
Solutions to Fill the Customers Needs
What are Recommendations?
300
Captain & Diet & the occasional Winter Beer
Who is Amie?
300
-Mother's maiden name
-SSN
-DOB
-Account Number
-Phone Number
-Address
What is In Wallet Questions?
300
The famous Fift?h Third Bank "_______" was created in 1983 and was widely distributed to all employees by the late 1980s.
What is the Lapel Pen
300
"__________" are planned meetings that help acquire and deepen customer relationships.
What are Pre-Set Appointments?
400
An unfulfilled Current Service
What is a Half Moon?
400
Geek
Who is Kristy?
400
-Valid State or US Territory Driver’s License (older than 90 days)*
-Valid State or US Territory Issued ID (older than 90 days)
-Valid Current Passport (U.S. or Foreign) or US PASS Card
-U.S. Permanent Resident Card (Alien ID/Green Card)
-Mexican Matricula Card
What is Acceptable Primary Identification?
400
?The ?First Fift?h ?Third Day was celebrated in 1991 by
employees from Toledo and Findlay, Ohio. Since then,
each year, the Bank recognizes its employees, customers and communities on "__________"
What is May 3rd? ( 5th month, 3rd day )
400
A specific collection of useful information, a search engine to easily find that information, and a content management system, delivered on a third-party tool called Knova (also known as Consona).
What is the Knowledge Bank?
500
What you do ever time you pull a customer up in Ace
What is the "Z" Pattern?
500
"Ooouuu"
Who is Micah?
500
-Password (Required if one is listed on the Customer Level Comments)
-Full names of additional owners/signers on the account
-Amount of monthly payments on a loan, lease, or mortgage account
-Last deposit to or withdrawal from an account
-Additional account types and/or account numbers
-Account open date
-Collateral description for Installment Loans and Leases (year/make/model – 2 of the 3 is fine). Note: This excludes Flexlines, as the collateral address cannot be used as an out of wallet security question.
-Specific financial center where the account was opened (specific location)
What is Out of Wallet Questions?
500
Best Bank in the Market to work at
What is Fifth Third?
500
During the Outside Calling Process: Utilize the three components of every sales conversation during your contact.