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WorksheetsProduct Engagement - Jan 2018
Total questions: 10
Worksheet time: 8mins
Name
Class
Date
1.
The customer recently opened his business and during the conversation, he said that he was having challenges in advertising it. What business feature best fits this scenario?
a)
Account Manager
b)
Image Card
c)
Adding employee cards
2.
Justin just got his first job and got approved for the Capital One Platinum Mastercard to help build his credit. Which feature best suits him?
a)
Online Alerts
b)
Credit Steps
c)
No annual fee
3.
Ms. Baker is an Upmarket customer who already has several other cards which can earn cashback. She got approved for the Quicksilver Card. How would you position product engagement for this scenario?
a)
A great thing about this card is that you can save money since the cashback earnings can be used as a statement credit.
b)
A great thing about this card is that there are no rotating categories so you can earn cashback on ALL purchases.
c)
A great this about this card is that you can maximize your credit line due to the cash rewards that you can earn.
4.
The customer already has multiple credit cards. Which card feature is best to be highlighted for him?
a)
Due date change
b)
No foreign transaction fees
c)
Zero dollar fraud liability
5.
The customer mentioned that he travels frequently and might not have time to contact us to redeem his rewards. Which feature will you highlight?
a)
No foreign transaction fees
b)
Capital One Wallet
c)
No black out dates
6.
The customer is always on the go and she wanted to make sure that she has ways on disputing the charges on her credit card account. Choose the best option for the caller:
a)
Call the Customer Service Hotline
b)
Chat with an agent Online
c)
Dispute using the website online
7.
The customer's son is one of the authorized users on the personal credit card. She wants to be notified when the charge goes over $150. Which is the best option to offer?
a)
Set a spend limit
b)
Decrease the credit line
c)
Set-up Alerts for Transactions
8.
Ms. Smith expressed hesitation when providing her SSN while filling out the application. She also did not provide her e-mail address since she is uncomfortable doing financial transactions online. What card feature should we leverage?
a)
24/7 Customer Service Hotline
b)
Online Alerts
c)
Chip Card
9.
Ms. Jones is a business owner who has limited number of employees. She applied for the Spark Miles Card to earn miles on her frequent business trips. How should we position product engagement on this situation?
a)
Once you receive your card, just download the Capital One mobile application to help you manage your account while you’re on the go!
b)
This card is enabled with the Chip technology and because of this we can more confidently approve purchases you make wherever you are so you don't have to tell us when you're traveling.
c)
I'm glad to know that you are planning to bring this card on your next trip, you can always contact our international toll free number if you need assistance with your account
10.
Mr. Sanders has a Venture card and is very particular of his spending patterns. He wants to make sure that Capital One will decline amounts that would go over his credit limit? Choose the best option for the caller:
a)
Set spend limit for the card
b)
Set over-limit preference online
c)
Choose both
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