Easy Street Trivia
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Test your East Street Knowledge! Answer each question to the best of your ability. No cheating!
- 1.You are talking to Mr. Smith about his status on his account. He was the original caller but now his wife gets on the line. What should you do?
- A.
Answer any questions she has on her husbands account
- B.
Ask for her name and tell her she is on a recorded line
- C.
Ask for her name, let her know she is on a recorded line, and get permission from her husband before you speak to her about his account
- D.
Refuse to talk to her and speak only to her husband
- 2.Follow the call flow: If the customer is considering or changing thier deferrals up or down you must cover how the _______ ______ will be impacted.
- 3.Melissa is taking a withdrawl from her 401k account. She is 30. What things do you need to cover with her about this withdrawl?
- A.
State taxes (if applicable)
- B.
Federal taxes
- C.
10% penalty
- D.
All of the above
- 4.You just processsed a loan for Mrs. White. What things should you have covered?
- A.
Max number of outstanding loans
- B.
Pro's and Con's
- C.
Frequency
- D.
All of the above
- E.
Only A and B
- 5.You must verify the customers _____ _______: house #, street, city, state and zip code
- 6.Mark wants to take a loan on his account, but he doesnt have one available. What can you do for him?
- A.
Tell him there is not a loan avaiable at this time and to try again later
- B.
If there is a loan outstanding already, give him instructions to pay that loan off to take a new one
- C.
Look to see if there are any withdrawls available
- D.
Look to see if there are any hardships available
- E.
C and D
- 7.Read all _____ to the customers and the confrim in full.
- 8.True or False?You need to read the market edit anytime you open loans/withdrawls regardless of why you are going there.
- A.
True
- B.
False
- 9.Make sure you _______ the call and use the call flow to transfer correctly.
- 10."All amounts we discuss are ___ ___ prevoius market close."
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