CSR Referrals

Edit Answers
12345678910111213
Across
  1. 3. Program for customers with larger balances; has a dedicated banker.
  2. 5. A fulltime CSR is responsible to make how many calls per week?
  3. 7. Notifications by either text or email regarding transactions and balances
  4. 9. When referring a product, you should select which disposition?
  5. 12. Credit monitoring service offered free to 5/3 preferred customers
  6. 13. The act of discovering a need and getting a customer to speak with a banker or One Bank Partner
Down
  1. 1. Customers can make deposits from their home using the mobile app
  2. 2. How many times does a customer need to log onto online banking to receive referral credit?
  3. 4. online access to documents; must be enrolled for all accounts in order to receive referral credit
  4. 6. Level 1 Part Time CSR monthly referral goal
  5. 8. Mortgage, WorldPay, Preferred, Brokerage, Paycor and Treasury Management fit into which category of referrals?
  6. 10. How long does a referral stay on ACE before expiring
  7. 11. Level 1 Full Time CSR monthly referral goal