PPC DEFINITION CROSSWORD

123456789101112131415161718192021
Across
  1. 3. Approved exceptions for fee waivers for ineligible CM’s would include Bank Error, ____ Disaster, Medical Emergency, Deceased Customer(For use by Estates), Stranded Traveler or Death in Family
  2. 4. If we do not actively listen or ask enough ____ questions to determine that we fully understand the customer’s request, this may result in the CM calling back or being inappropriately transferred to the incorrect department.
  3. 5. If a customer is unable to remember the MMN or password on the account, we can only provide the CM with the ____letter or number, otherwise this is considered giving security/password hints.
  4. 6. The 5 keys to a great customer experience are Open Effectively, Explain What The Customer Will See Next, Close Effectively, Transfer The Right Way and ______ All of The Customer’s Issues.
  5. 7. Anytime we need to transfer to another department within Chase, we must follow this procedure.
  6. 10. Read ____ regularly to stay up to date on changes that may occur.
  7. 12. If customer asks for a pay off amount, be sure to inform customer of ____. (abbr.)
  8. 14. If a CM states they will be sending a payment w/o a remittance slip, remind customer to include ___ number on check or money order. (2wds)
  9. 15. We must provide a timeframe when the customer can expect to see the credit when doing this.(2wds)
  10. 16. When utilizing this function during connect and introduce, data does not need to be passed to the receiving specialist.
  11. 17. When processing a travel notification, inform the customer of any ____ transaction fees, if applicable.
  12. 18. If a CM calls regarding a cash _____, we must provide the appropriate fee(3% or 5%) including the $10 min., the APR and the Daily Interest Accrual.
  13. 19. If we transfer the customer to another department when we have the ability to assist the customer, this is considered an _________ transfer.
Down
  1. 1. When processing a statement credit in LSP, the timeframe for the credit to post to the account is 2-3 ____ days.
  2. 2. The new terminology for Finance Charges is ____ ____. (2wds)
  3. 7. When making sure we have answered all of the customer’s questions, which of the five keys to a great customer experience are we following? (2wds)
  4. 8. If wait time is ___ minutes or greater, check with your cm to verify preference to wait or call back.
  5. 9. If the account status is showing CLOSED(less than 30 days ago), PAST DUE, or OVERLIMIT, we must provide customer with the _____ statement.
  6. 11. When processing a lost/stolen report, we must always ask if there are any other ____ accounts missing.
  7. 13. PPC'S affect the Customer, Chase and ____.
  8. 17. Advisors are required to access _____ _____ on every call (2wds.)
  9. 20. The new terminology for Default APR is ___ __. (2wds)
  10. 21. Policy,_____ and compliance is the system of monitoring Chase uses in order to ensure that we are delivering accurate, appropriate and relevant information to the customer.