RPC & 3RD PARTY CONTACT

What information should we ask to the customer before passing the phone over a 3rd party?

• Full name and email

• Email

• Full name

• Address

Select the right steps for an outbound call. (more than 1 answer is correct)

• Verify name

• Verify financials

• State MRD

• Verify email

We must not ask for authorization from the customer when a 3rd party appears during the call.

• TRUE

• FALSE

• NOT SURE

What kind of payment can we take when a 3rd party calls us to pay? (IBC where we have no contact with the customer)

• CT payment

• Promise to pay

• PDCT

• VT payment

What kind of information can we give to a 3rd party that call us to make a payment (IBC)?

• The expecting clearing date

• Limitations and OCA

• RFD

• None of above

What are the steps when a 3rd party joins the call after the customer authorized it?

• We stated MRD, introduce ourselves and Paypal, ask the email, and proceed with the call.

• We stated MAD, ask the name of the 3rd party, and proceed with the call.

• We stated MRD, ask the email of the 3rd party, introduce ourselves and proceed with the call.

• We stated MRD, introduce ourselves and Paypal, ask the name of the 3rd party, and proceed with the call.

What woul be the dispotion for an IBC with a 3rd party that processed a payment?

• 3rd party, left message.

• 3rd party, schedule callback.

• 3rd party, funds processing.

• 3rd party, payment arrangement.

What is the process for an IBC when a 3rd party calls us to pay? (more than 1 answer is correct)

• We requests the 3rd party´s full name

• We requests the financials of the account.

• We requests the email on the account.

• We requests the address on the account.

• We asked the amount the 3rd party wants to pay.

We should openly ask customers/3rd parties for the email, that we are going to place int the VT platform.

• TRUE

• FALSE

• NOT SURE

How many times should we state the MRD and in what kind of scenarios?

• 1 time, for the verification process.

• 2 times, for the verification and 3rd party join the call.

• 2 times, for the verification and at the end of the call.

• Every time the phone is handed over to a different person.