Bank: Customer Service Training! Trivia Questions Quiz

20 Questions

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Bank: Customer Service Training! Trivia Questions Quiz

Spending a fortune on training customer service reps? Use this quiz to find out the outcome of your customer support training!


Questions and Answers
  • 1. 
    Which system do you use to check for a client's balance and what command is it?  
    • A. 

      Bs9 and zoot

    • B. 

      Mailroom

    • C. 

      Fdr and bs

    • D. 

      Listen, smile, and agree

    • E. 

      Zoot and work entry

  • 2. 
    If a customer gets upset due to Canada Post's strike, is it alright to send them a statement for free?
    • A. 

      Yes

    • B. 

      No

  • 3. 
    MLB Financial Advisor calls to ask how to apply for the Visa card for their client, How do you support them.
    • A. 

      Advised them that the client can call and process application over the phone

    • B. 

      Advised them to ask their supervisor for you are not an advisor

    • C. 

      Advised them to apply online or complete application and send to [email protected]

    • D. 

      Advised them to have client to application online

  • 4. 
    • A. 

      Bs6

    • B. 

      Bs5

    • C. 

      Css

    • D. 

      Cde 09

  • 5. 
    • A. 

      You can only withdraw an application using zoot and it is a work entry

    • B. 

      Cis and css

    • C. 

      Cpo

  • 6. 
    • A. 

      Nm ep

    • B. 

      Nm ea

    • C. 

      Nm cc

  • 7. 
    • A. 

      Pi1 x on card

    • B. 

      Bc screen

    • C. 

      Bs9 and pir

    • D. 

      Nm afr

  • 8. 
    • A. 

      Nm afr

    • B. 

      Nm cc

    • C. 

      Cis and cda

    • D. 

      Work entry

    • E. 

      We just ask questions, simple

  • 9. 
    If a client calls and states that he/she lost his/her card, what is best for business?
    • A. 

      Give the information

    • B. 

      Maintenance validate and send out card to address on file if validation is passed

    • C. 

      Inquiry validated and send out card to address on file if validation is passed

    • D. 

      Fraud alert, A block the account

  • 10. 
    Which screen tells you the open date of the account?
    • A. 

      Bs7

    • B. 

      Css

    • C. 

      Bs5

    • D. 

      Bs9

  • 11. 
    A financial advisor is able to have the infinite account free of charge using the code given by the bank.
    • A. 

      True

    • B. 

      False

  • 12. 
    The software used to check applications for approval and denial is called [Blank].
  • 13. 
    You can hang up on financial advisors when they call for questions about the MLB Visa cards.
    • A. 

      True

    • B. 

      False

  • 14. 
    The client has to pay the annual fee the second year even if they never used the card.
    • A. 

      True

    • B. 

      False

  • 15. 
    The client calls and states that he/she would like a credit limit increase over 5000. What do you do?
    • A. 

      Collect annual income, check score, and send out referral

    • B. 

      Transfer to level 2

    • C. 

      Call Matthew or Nabeela

    • D. 

      Transfer to Sylvain

  • 16. 
    The platinum has a fee of 99$ per year eh!
    • A. 

      True

    • B. 

      False

  • 17. 
    The infinite card has travel insurance and you can check visainfinite.ca for great travel promotions.
    • A. 

      True

    • B. 

      False

  • 18. 
    The client calls and wants to downgrade, which screen do you use?
    • A. 

      Nm ebp

    • B. 

      Cms all

    • C. 

      Nm cc and bon

  • 19. 
    Anyone can apply for a MLB visa card.
    • A. 

      True

    • B. 

      False