Procedure
This is the correct sequence to use your resources.
What is: HUB, Agent resources, Coach Gate
What is: A business account
This page in the HUB is where you would find the definitions of the relationships between signors and accounts.
What is: Account Ownership Types.
The Indianapolis Motor Speedway is located in this town just outside of Indianapolis.
This color is Taya's favorite one out of all the colors.
What is: The color red.
What are three additional resources that can be used before calling Coach Gate?
What is: Website, Special Bulletins, Chatter
If a call came in yellow and the information is for John that is showing in Noble, but it is Jane that speaks first, what must be done?
What is: Complete full verification as though it came in red.
This HUB page lists definitions of bank jargon.
What is: Common Definitions.
This drink is the drink of choice for the Indy 500 winners.
What is: Milk
Charlie is a proud father to how many kids?
What is: two
When transferring to a banking center agents are required to do what?
What is: Attempt to verify caller, warm transfer, and provide caller information to receiving agent.
Name at least three types of callers that cannot be provided any account specific information.
What is: Wards, third parties, beneficiary, In Trust For, and POA's w/ customer that has passed.
This HUB page is where you would go to view if a consumer can receive electronic documents for their account or not.
What is: Consumer eStatements.
The Indy 500 first race was completed in this year.
What is: 1911
This agent has an amazing 5 siblings!
Desiree
If a caller demands to speak to the banking center, what are the required steps?
What is: attempt to verify and assist and if unable to; connect to requested banking center, warm transfer, advise receiving agent of caller's request, advise the caller is not verified.
These types of accounts are to always be verified as a business.
What is Trust, Escrow, and IOLTA.
This is the name of the document that should be viewed when a customer's debit card is not working in a foreign country.
What is: ARB Rules for Customer Care
The Indy 500 has always been held on Memorial day weekend except for when?
What is: during war-time.
Betty Boop, and Alice and Wonderland is this agent's obsession/favorite characters.
Who is: Nichelle
If a customer suspects ACH fraud on their account and they request the merchant's phone number, this is one thing an agent must never do.
What is: Google the merchant and provide the information.
If a signor calls in for a business and then asks about a different business with separate TIN, what additional information must be requested in order to discuss?
What is: the name of the business.
This is where you would find out what that little red asterisk means.
What is: Viewing Debit Card Transactions in Intercept and Horizon
What year did Mario Andretti win the Indy 500?
Hint: It was the summer of the year that Bryan Adams got his first real six-string and was the best days of his life.
What is: 1969.
This agent also has a huge family with 2 sisters, 1 brother, 2 half sisters, 1 half brother, and 3 step brothers
Who is: Tammy