Quarterly Rockstars
Client Experience
Team Culture
Policy & Procedure Pros
Hidden Talents/Fun Fact
100

These two professionals finished the 2nd quarter with 100% in CSAT?

Who is Damon & Anna 

100

These teammates consistently works to make sure clients feel heard, understood, and appreciated.

Who is Team CTF

100

This teammate sends the most uplifting sendwords to their peers and managers? 

Who is Toni

100

These three professionals are quick to reference policy details and KC pages to answer questions in the chat

Who is Estefany, Kenny, and Bryan

100
This persons hidden talent involves pellets, meat and smoke?

Who is Aaron

200

This professional maintains strong support & team engagement by always letting us know the different events Schwab has going on for employee involvement. 

Who is Estefany
200

According to a client survey, When a client has a complicated question, this professional takes the time to explain the next steps clearly.

Who is Sean

200

This leader is always willing to jump in, support the team, and celebrate wins big and small.

Who is Peter

200

To begin a leave of absence, employees should contact:

Who is their manager and Sedgwick

200

This persons background is heavy in community advocacy, mentorship, lifetime of servitude? 

 

Who is Damon

300

This professional was voted CTF Fireball for Quarter 2!

Who is Toni

300

These professional demonstrates Schwab's commitment to client service by putting the client's needs first in every interaction.

Who is Team CTF

300

Whether it's supporting teammates or jumping into new challenges, this professional always brings great energy.

Who is Anna

300

A CSG is a...

Client Service Gesture 

300

This person is a past DJ, drone pilot, collections creatorist, and honestly a good listener? 

Who is Kenny

400

This teammate led the team in POCR for the quarter with an impressive 99.24%.He also did a 6 month stretch in CBS Solutions

Who is Bryan Navarro

400
According to a past client survey, this professional smiles are felt in her calls? 

Who is Ariel

400

This teammate is known for being dependable, approachable, and the "Best Dress" in all of CBS?

Who is Damon

400

Name three types of time that do not count as hours worked for overtime calculations.

What is Vacation time, sick time paid, and floating holiday time

400

This person is quiet but mighty, loves Florida, a member of Fortaleza and always knows what events are happening at Schwab

Who is Estefany

500

This teammate finished the quarter with a CSAT above 94% and an adherence score above 91%. Who is this Quarterly Rockstar?

Who is Aaron

500

This teammate consistently works to make sure clients feel heard, understood, and appreciated.

Who is Kenny

500

This professional joined the CTF recently and is doing a great job

Who is Anna

500

Client would like a hold release for $500.00 on their brokerage account. Who do you call?

Who is SUP Hotline

500

This person was recently promoted to Sr. Manager & completed 10 years in the business

Who is Peter