Across
- 2. the system application in which the FOBO chat is located
- 8. after OJT you go into…
- 9. this application error happens when a customer’s information is already in our system when submitting an application as-if a new customer
- 11. this is our timekeeping system that requires approval of our timesheets each pay-period
- 12. this is the customer’s unique identifier that we use internally to locate the individual in our systems
- 13. the general type of calls we receive as agents
- 15. number of seconds we pause for to accommodate for any lagging
- 18. the department you reach out to when needing further information about a transaction or transfer
- 19. the system that we use to authenticate customers
- 20. This type/feature of account enables the ability for account holders to set their beneficiaries
Down
- 1. this system is where we take notes on-call, as well as document our interactions.
- 3. When a CD has completed its term, this is also called the CD being in… _____.
- 4. this is the statement we say to customers to acknowledge their needs and establish call-confidence
- 5. this is a department that we use when we need additional assistance beyond FOBO.
- 6. the system you will use to view your evaluated calls
- 7. our department that reviews all official documents Goldman receives.
- 10. the procedure agents should do between each call. Hint: you will need to clear your ______ and _______.
- 14. this type of deduction is most often because the customer did not sign and submit their Signature Card
- 15. this resource will answer any questions for you in production, as well as where you’ll post “EWU” or ‘Extended Wrap-Up, when finishing any notes.
- 16. profitable money gained by a customer depositing funds into Marcus bank accounts
- 17. The system we use to view pending transactions