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Category: Call Transfer Guide

Call Transfer Guide – PDF 5/18/2023 Version

September 15, 2022
May 30, 2023
Customer Experience, Standard Operating Procedures, Call Transfer Guide
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CEO, Rob, Steve or George Requests

September 15, 2022
June 26, 2023
Customer Experience, Standard Operating Procedures, Call Transfer Guide
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Spanish Translator – Digital Bank

September 15, 2022
June 26, 2023
Customer Experience, Standard Operating Procedures, Call Transfer Guide
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Spanish Translator – Mortgage

September 15, 2022
June 26, 2023
Customer Experience, Standard Operating Procedures, Call Transfer Guide
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Chinese Translation – Digital Bank

September 15, 2022
June 26, 2023
Customer Experience, Standard Operating Procedures, Call Transfer Guide
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Chinese Translator – Mortgage

September 15, 2022
June 26, 2023
Customer Experience, Standard Operating Procedures, Call Transfer Guide
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Marketing

September 15, 2022
September 15, 2022
Customer Experience, Standard Operating Procedures, Call Transfer Guide
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Legal Department

September 15, 2022
June 26, 2023
Customer Experience, Standard Operating Procedures, Call Transfer Guide
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HR or Employment Verification

September 15, 2022
September 15, 2022
Customer Experience, Standard Operating Procedures, Call Transfer Guide
HR, employment verification, human resources

Invoices/Billing – Internal, vendors

September 15, 2022
June 22, 2023
Customer Experience, Standard Operating Procedures, Call Transfer Guide
call transfer guide, invoice question, billing questions
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