| TRUE OR FALSE VCM | BILL PAY | BCS | ITS A SURPRISE |
|---|---|---|---|
|
What is FALSE Customers Must be 18 years old to send a VCM
You can send a VCM to a customer that is 17 yrs and 6 months old if their account is listed as an Everyday Checking?
|
$25,000
What is the Per Payment limits for Bill pay transactions when funded by a Business Checking account?
|
A dispute cannot be filed on a Supercheck.
Only transactions made with the card can be disputed. Refer the customer to the payee to resolve an issue with a purchase made with a Supercheck.
How does a customer dispute a Supercheck?
|
Calls are recorded due to company policy."
The recording may be used for various reasons, including but not limited to training and quality purposes."
Why are calls recorded?
|
|
What is TRUE
You can send your VCM to the Business profile if the email address is listed on the Business Profile.
|
Bill Pay, and then View Notices.
Where can you find information on a returned Bill Pay check?
|
A third party who requests a payoff can submit a written request, signed by the account owner or guarantor.
Can a 3rd party request a Pay Off on a Business Line of Credit?
|
The question …..: May a branch banker call you at the phone number provided to confirm or discuss your appointment?
What new update was added to the Make An Appointment process ?
|
|
What is FALSE
You can only send Product information for Business Products.
|
What is NO Telephone Bill Pay is a discontinued service for select non-online customers who may have special needs and/or do not have access to a computer.
Can a customer without a computer or who has special needs use our Telephone Bill Pay Service?
|
NO WHERE
Only the cardholder/company information below can be verified for Third Party Callers. Do not coach or correct the information given by the caller. Cardholder name Company address Company name Telephone number
Where do you connect a Merchant/3rd Party calling to Verify a Cardholders Information?
|
in CIV, REQUESTS, Correspondence, Telephone Transfer Pre Approval Form
How do you send a Telephone Transfer Agreement to the customer?
|
|
What is TRUE Immediately submit the request again with the correct information. The second request will replace the first email.
If you sent the wrong information to the customer You can cancel it and send the correct information?
|
bill payments could potentially cause an account to be overdrawn.
Can a Bill Pay transaction Overdraft the customers account?
|
The Standard Procedure is 30 to 40 calendar days after closure.
How long does it take for Collateral to be released after closing a Business Secured Card?
|
I RAN OUT OF TIME
FREE SPACE
|
|
FALSE As long as the customer consents to the question displayed in VCM, you may send product information.
If the customer has a Do Not Solicit Preference on their account, you are unable to send a VCM with product information
|
NO, Bill Pay should not be used as a method to transfer funds to another customer or to another financial institution.
Can a customer use Bill pay if they want to transfer funds from Wells Fargo to a Customer using Bank of America?
|
NO WHERE NBBC provides account servicing. Do not transfer the customer to Collections. The over limit status is removed when a payment covering the over limit amount hard posts to the account.
What department do you transfer a customer to if they are making a payment on a Business Line with the status Over Limit Status O?
|
Direct them to
Business Line http://www.wellsfargo.com/lineincrease Small Business Advantage Line of Credit: http://www.wellsfargo.com/advantagelineincrease
Customer wants to increase their Credit Limit on a Business Line Of Credit but is not eligible for an Instant Increase. What do you do?
|
Support Us on Ko-fi