WorksheetsVerification, Opening, and Closing a Call
Total questions: 10
Worksheet time: 8mins
Besides card number and social security number, what other piece of information can you gather from the customer that will allow you to easily locate an account on Sawgrass?
(a)
The name showing on the card is Mary Jones-Campbell , the customer said Mary J Campbell . Is this a pass or a fail verification?
Pass
Fail
The name as it appears on the verification screen is Jonathan Richard Buchanan, the customer provided Jonathan R Buchanan. Is it a pass or a fail?
Pass
Fail
The name on the card is Dr. Joel Smith. The customer provided Joel Smith. Pass or Fail?
Pass
Fail
The name on the card is Joseph Niles Jr. Customer provided Joseph Niles Pass or Fail?
Pass
Fail
The security word on the account is Bluebird12. How will you provide the second hint?
(a)
How many hints at a time can you provide to the customer?
(a)
Besides reporting a card lost/stolen, what else is the only thing a third party can do on an account?
(a)
How long does it take for us to add someone as Power of Attorney on an account as soon as we receive the documentation that they have sent?
(a)
If your customer is unable to remember their security word, what is the next process that you need to follow?
(a)
