Documentation
If customer gives consent to his wife to speak on his behalf, does the wife's name need to documented?
Yes!
Can we advised customer check is in paid status.
Yes.
"Say hello to my little friend"
How many tickles does it take to make an octopus laugh?
Ten-tickles!
How many agents are on our team?
14
Does HD agent, or WF agent's name need to be included on our notes?
Yes.!
Can we advised representative of decased payeed to cashed the check.
Yes, per our case details.
G.1. If the caller/representative has NOT tried to cash the check:
Please take (or have the representative take) the check to your (their) bank or any Wells Fargo branch to have the check cashed. You will want to check with your financial institution as to what documentation you will need if any, as rules and requirements may vary.
"I'll be back"
Terminator
What kind of band never plays music?
A rubberband
Who's the funniest on our team?
Priscillia
If customer is with a website, general banking number or a mailing address to sent documention, does this information needs to be documented?
Yes!!!!
What do you do if customer does not verify deceased customer information?
Proceed to
If the caller declines to authenticate or refuses to verify their identity.
"Who ya gonna call?
Ghost busters
I have branches, but no fruit, trunk or leaves. What am I?
A bank.
Who is the least resposive on the team?
Stephanie
Should mailing address be included on our notes for a check reissue?
Yes.
Is documentation needed if check is less than $200.00
No
What two colors represent Halloween.
I shave every day, but my beard stays the same. What am I?
A barber
Who's the most serious on the team?
Warren
What information needs to be documented?
All information relevant to the call.
Name one piece of documentation needed to have check reissue is check is $250.00?
Copy of the death certificate.
This main character wears a black and white striped suit and appears when you say his name 3 times?
Beetlejuice.
You walk into a room that contains a match, a kerosene lamp, a candle and a fireplace. What would you light first?
The match
Who's voice can you always hear during huddles?
Tony.