| NPS Enhancements | Business Online Banking (BOB) | QA | Hogan | Brain Teasers |
|---|---|---|---|---|
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Using the customer's name
Doing what in the beginning of your call helps to create a personalized interaction?
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Email Address
A valid _____________ is required for online banking enrollment.
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Read the call recording script
You hear a new voice speaking on the line, what is the first thing you do?
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Customer to Customer Relationships
What does the CUCU screen show you? (What does it stand for?)
|
A Rocking Chair
What rocks but doesn't roll?
|
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Branding the call and restating your name
Doing what at the end of your leaves a lasting impression
|
CCM Case - Mis-Posted Mobile Deposits
What do you do if a customer says their mobile deposit posted for the wrong amount?
|
After 11 months
When does a checking account go into an inactive status?
|
Customer to Account Relationships
What does the CUAC screen show you? (What does it stand for?)
|
Your Breath
What is harder to catch the faster you run?
|
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Using ownership phrasing
Doing what gives the customer peace of mind so they know you there to help them?
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Check to make sure it's enabled
If the customer states that their RSA Device isn't working, what is the first thing you need to check?
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Send an email to [email protected] with details of the situation, and they will follow up
What do you do when a third party calls in requesting to close a BLOC and nobody else is listed on the BLOC except for the person they want removed?
|
03BA screen
What screen can you find the SBA guaranty# ?
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Pencil Lead
I am taken from a mine, and shut up in a wooden case, from which I am never released, and yet I am used by almost everybody. What am I ?
|
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Offering a Digi-Tip
Doing what during your call will show off your knowledge?
|
No, Customers with new business debit cards need to activate their new or replacement card before they add the card to a digital wallet.
Can a business customer immediately add a replacement debit card to their digital wallet?
|
1.Obligor Number
2. Last 4 of TIN 3. Total amount of lien/loan 4. Date & Dollar amount of last payment or advance
What are 2 tokens used to authenticate AFS not in CIV?
|
CMB
What do you type into the Action Field to Combine Duplicate Accounts?
|
The number 8
Turn me on my side and I am everything. Cut me in half and I am nothing. What am I ?
|
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Send a VCM
How can you make your closing even stronger?
|
1. Authorized Signer
2. Guest User 3. Owner
What are the 3 customer roles for Direct Pay?
|
True!
The Regulation D updates that were temporary due to COVID are now permanent. This includes the suspension of Regulation D excess activity fees, warning letters, conversions, and closures for consumer and business savings accounts.
True or False: The Reg D limitation of withdrawals from savings accounts was permanently changed to no limitations and no excess activity fees.
|
812
What is the relationship code for adding a minor account?
|
The river was frozen
A man stands on one side of a river, his dog on the other. The man calls his dog, who immediately crosses the river without getting wet and without using a bridge or a boat. How did the dog do it?
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