Processing Credit Card Applications

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Across
  1. 1. some have common names different from the official name shown in the drop-down. If unable to locate the option matching the customer’s response, contact a supervisor or Premier team employee for assistance.
  2. 5. Trasfers enter all information required for editor, account number, Balaod, and amount) as provided by the caller.
  3. 6. If the customer has questions about the product, features, or benefits, refer to the Additional Offer and the scripting. Provide these responses verbatim.
  4. 8. must belong to the customer and consent must be obtained beforefor beto be included on the application. scripting is verbatum.
  5. 9. State where Marital Status must be confirmed prior to submitting a credit application.
  6. 12. cannot submit an application even if the applicant provides permission. All responses to application questions have to come from the applicant.
  7. 14. If two surnames are provided, inform the customer only one name can be entered and ask which name is preferred. Repeat the information entered letter-by-letter to the caller for confirmation.
  8. 16. update the drop-down to monthly unless the applicant indicates a different income frequency (examples: annually or weekly). Enter the information provided by the caller.
Down
  1. 2. Wells Fargo does not sell customer personal information.Wells Fargo may share personal information in the following circumstances Everyday business purposes, Marketing purposes,Affiliates’ everyday business purposes, Affiliates marketing to the customer.
  2. 3. Update the drop-down to the most appropriate option based on the customer’s response, spell back the title, and Confirm type, and rank.
  3. 4. Politely inform the caller that the disclosure has to be fully communicated before any questions are answered. Resume providing the disclosure and reading the script without skipping any portion.
  4. 7. Incme the customer has to indicate yes or no before proceeding with the application. If the customer is unable to or refuses to answer the question, inform the customer that Wells Fargo cannot proceed with the application and stop the application process.
  5. 10. an offer received in the mail that has a reservation number.
  6. 11. Credit Card Customer Service transfers callers to a dedicated Accommodation linefollowing reasons Customer has no internet access,Customer has no access to a branch, Customer has declined both internet and branch as an option to apply Indicated ADA accommodations are required.
  7. 13. inform the caller it can be any of the Three, Wells Fargo does not know which will be used until the application has been submitted.
  8. 15. the caller applies online with the help of a representative who helps with navigation.