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WorksheetsEnabling Bank Statement Checking on CS
Total questions: 10
Worksheet time: 5mins
Name
Class
Date
1.
Which bank should CS check bank statement by September 18th?
a)
BRI
b)
BNI
c)
Mandiri
d)
BSI
e)
BJB
2.
Why is it important for CS to have capability to check bank statement?
a)
To reduce dependency to FinOps
b)
To empower CS by giving capabilities to solve issue solely on CS side
c)
To reduce dependency to product team
d)
To reduce CS team overall escalation rate to other team
3.
If transaction is found on T+0, what should CS do?
a)
Create manual payment directly
b)
Put ticket as on hold and wait until T+1 and manage customer expectation as transaction can only be processed T+1 until T+3 after reporting date
c)
Double check on AD to see whether it has been completed
d)
Only create manual payment if merchant insistful and hard complain
4.
After bank statement is downloaded, what should CS do?
a)
Use 'Find' (Command / Control + F) feature to find transaction
b)
Make sure value/text in the report are separated into columns
c)
Use Filter on Row 1 Column D and choose Text Contains to find transction
5.
If transaction is found on both Credit line and Debit line, that means transaction is bounced back
a)
True
b)
False
6.
What column should CS filter and find the transaction details?
a)
AdditionalDescription
b)
Account
c)
Remarks
7.
What are steps to check bank account credential to login on Internet Banking?
a)
Find Password based on User ID on CS ON SHIFT [Zapier] sheet
b)
Find Corporate ID (Company ID) based on VA identification on previous step
c)
Find User ID on CS ON SHIFT [Zapier] sheet based on persona you are assigned
d)
Use Company ID, User ID and Password to access Internet Banking
e)
Find Password based on User ID on [BankOps] CS Internet Banking Credentials sheet
8.
All transaction found on T+0 in Mandiri bank statement can be directly processed using Manual Payment
a)
False
b)
True
9.
To check VA 8925187491125024 on bank statement, CS should login on Mandiri Bank Statement using Sinar credential
a)
True
b)
False
10.
CS receives ticket from merchant asking VA 886969000090694216. On Admin Dashboard, no transaction reflected with same date and amount. What should CS do?
a)
Escalate to FinOps
b)
Check Mandiri Bank Statement using Syaft credential
c)
Check Mandiri Bank Statement using Sinar credential
d)
Inform merchant to check on their settlement report because VA is switcher model
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