Show:
Misc.
The Lease
Payments
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
On inbound calls, which three things must you include in your greeting?
Your name, Crest Financial, Thank them for calling
100
Which department handles questions in regards to the approval process?
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 "Change Payment Date" Fee?
$30.00
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
Which department would handle a question in regards to linking a retailers website to the Crest application?
Retail Support (the Marketing and Implementation Specialist)
300
In article 2 of the Lease Agreement, the total amount the customer will need to have paid Crest by the end of 12 months is referred to as the ___________.
"Total of Payments"
300
When a customer is filing for bankruptcy, you must send their information to which email?
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, IT, HR, Marketing, Accounting, Funding, Corporate Development, Sales
400
Under which tab on the Agent Portal would you find the Payment Schedule
Payments/Fees Tab
400
This article in the Lease Agreement allows us to draft payments from the customer's bank account any time on or after the customer's scheduled payment date.
Article 10
400
If a customer calls to let us know that they made a Credit Card payment through their customer portal, how would we stop their payment from drafting on the payment schedule?
Click the cancel button
400
If a hold time is not previously stated, how long are you allowed to keep the customer on hold without checking back in with them?
2 mins
400
What year did Crest begin doing Merchandise financing?
2005
500
How should you confirm an authorized users identity?
(Required)Customer's full name, (Required) Authorized User's full name, (One of the following) the Customer's 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 and the customer's 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 on day one of Training.
Greet, Active Listening, Empathy, Investigating Skills, Common Courtesies, Avoiding Company Jargon, Vocal Skills, Offering Solutions, Appreciation, Going the Distance
500
What is the full name of our COO (Chief Operations Officer)?
Clint Cowley